
À propos de ce 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 épisodes · Éducation
Open Exam Prep
À propos de ce 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…
Épisodes récents
- [Series 66] 40, Federal Covered Securities and State Authorityil y a 3 jours · 4 min
- [Series 66] 39, Exempt Securities vs Exempt Transactionsil y a 4 jours · 4 min
- [Series 66] 38, Agent Registration and Exclusionsil y a 5 jours · 4 min
- [Series 66] 37, Broker-Dealer Definitions and Registrationil y a 6 jours · 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