How many episodes does Open Exam Prep have?

Open Exam Prep has 685 episodes.

What topics does Open Exam Prep cover?

Open Exam Prep covers topics including: education, courses.

Open Exam Prep

Ran Chen, EA, CFP®

EN685 episodes

educationcourses

Open Exam Prep: Mastering Financial ExamsThe 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 resources...

Episodes (685)

[Series 65] 49, Dollar Cost Averaging and Systematic Investing

Open Exam Prep

May 12, 20263:15pending

[Series 65] 48, Fixed Income Portfolio Strategies

Open Exam Prep

May 11, 20263:41pending

[Series 65] 47, Active vs Passive Investment Management

Open Exam Prep

May 10, 20263:43pending

Open Exam Prep

Episodes (685)

[Series 65] 49, Dollar Cost Averaging and Systematic Investing

[Series 65] 48, Fixed Income Portfolio Strategies

[Series 65] 47, Active vs Passive Investment Management

[Series 65] 46, Asset Allocation Strategies

[Series 65] 45, Sharpe Treynor and Jensen Performance Measures

[Series 65] 44, Alpha Beta and Standard Deviation

[Series 65] 43, Efficient Market Hypothesis

[Series 65] 42, Capital Asset Pricing Model

[Series 65] 41, Modern Portfolio Theory

[Series 65] 40, Suitability and Know Your Customer

[Series 65] 39, Accredited Investors and Qualified Purchasers

[Series 65] 38, Trusts and Estates as Clients

[Series 65] 37, Business Entity Types as Clients

[Series 65] 36, Individual Client Profiles and Life Stages

[Series 65] 35, Life Insurance Products in Investment Planning

[Series 65] 34, Annuities Fixed Variable and Indexed

[Series 65] 33, Options Strategies and Risk Profiles

[Series 65] 32, Options Basics Calls and Puts

[Series 65] 31, Hedge Funds and Private Equity

[Series 65] 30, Closed-End Funds and UITs

[Series 65] 29, Exchange-Traded Funds vs Mutual Funds

[Series 65] 28, Mutual Fund Costs 12b-1 Fees and Expenses

[Series 65] 27, Mutual Fund Structure and and Share Classes

[Series 65] 26, ADRs REITs and Other Equity Securities

[Series 65] 25, Equity Valuation Methods

[Series 65] 24, Preferred Stock Types and Features

[Series 65] 23, Common Stock Fundamentals

[Series 65] 22, Bond Pricing Yields and Duration

[Series 65] 21, Municipal Bonds GO vs Revenue

[Series 65] 20, Corporate Bonds Types and Features

[Series 65] 19, Government Agency Securities

[Series 65] 18, US Treasury Securities

[Series 65] 17, Cash Equivalents and Money Market Instruments

[Series 65] 16, Currency Risk and Political Risk

[Series 65] 15, Inflation Risk Liquidity Risk and Opportunity Cost

[Series 65] 14, Interest Rate Risk and Reinvestment Risk

[Series 65] 13, Types of Risk Systematic vs Unsystematic

[Series 65] 12, Descriptive Statistics and Correlation

[Series 65] 11, NPV IRR and Internal Rate of Return

[Series 65] 10, Time Value of Money Calculations

[Series 65] 9, Financial Ratios and Analysis

[Series 65] 8, Financial Statements and Accounting Fundamentals

[Series 65] 7, International Economics and Balance of Payments

[Series 65] 6, Interest Rates and Yield Curves

[Series 65] 5, Inflation Deflation and the Consumer Price Index

[Series 65] 4, Fiscal Policy and Government Spending

[Series 65] 3, The Federal Reserve and Monetary Policy

[Series 65] 2, Leading Lagging and Coincident Indicators

[Series 65] 1, Business Cycles and Economic Phases

[Series 6] 30, Anti-Money Laundering and Ethics