
Sobre este pódcast
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 episodios · Education
Open Exam Prep
Sobre este pódcast
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…
Episodios recientes
- [Series 66] 40, Federal Covered Securities and State Authorityanteayer · 4 min
- [Series 66] 39, Exempt Securities vs Exempt Transactionshace 3 días · 4 min
- [Series 66] 38, Agent Registration and Exclusionshace 4 días · 4 min
- [Series 66] 37, Broker-Dealer Definitions and Registrationhace 5 días · 4 min
- [Series 66] 36, IAR Registration and Place of Businesshace 6 días · 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