About this podcast
Open Exam Prep: Mastering Financial Exams The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part. Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better…
456 episodes · Education
Open Exam Prep
About this podcast
Open Exam Prep: Mastering Financial Exams The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part. Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better…
Recent episodes
- [Series 66] 40, Federal Covered Securities and State Authority4 days ago · 4 min
- [Series 66] 39, Exempt Securities vs Exempt Transactions5 days ago · 4 min
- [Series 66] 38, Agent Registration and Exclusions6 days ago · 4 min
- [Series 66] 37, Broker-Dealer Definitions and Registration30 Oct · 4 min
- [Series 66] 36, IAR Registration and Place of Business29 Oct · 4 min
- [Series 66] 35, Adviser Exemptions and Notice Filing28 Oct · 4 min
- [Series 66] 34, State vs Federal Adviser Registration27 Oct · 4 min
- [Series 66] 33, Investment Adviser Definitions and Exclusions26 Oct · 5 min
- [Series 66] 32, Matching Recommendations to Client Needs25 Oct · 5 min
- [Series 66] 31, Measuring and Comparing Portfolio Returns24 Oct · 4 min
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