
Over deze 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…
437 afleveringen · Education
Open Exam Prep
Over deze 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…
Recente afleveringen
- [Series 66] 25, Employer Retirement Plans and Rollovers18 okt · 4 min
- [Series 66] 24, Traditional and Roth IRA Decisions17 okt · 4 min
- [Series 66] 23, Capital Gains Cost Basis and After-Tax Returns16 okt · 4 min
- [Series 66] 22, Active Passive Growth and Value Strategies15 okt · 5 min
- [Series 66] 21, Diversification Correlation and Rebalancing14 okt · 4 min
- [Series 66] 20, Strategic vs Tactical Asset Allocation13 okt · 5 min
- [Series 66] 19, Time Horizons Liquidity and Life Events12 okt · 4 min
- [Series 66] 18, Risk Tolerance vs Risk Capacity11 okt · 4 min
- [Series 66] 17, Building a Client Investment Profile10 okt · 5 min
- [Series 66] 16, Individuals Businesses Trusts and Estates9 okt · 4 min