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Open Exam Prep

Ran Chen, EA, CFP®

EN802 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 (802)

[SIE] 6, Monetary Policy Tools

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Dec 14, 20253:50pending

[SIE] 5, The Federal Reserve System

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Dec 13, 20254:00pending

[SIE] 4, Business Cycles

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Dec 12, 20253:39pending

[SIE] 3, Economic Indicators

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Dec 11, 20253:43pending

[SIE] 2, Primary vs Secondary Markets

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Dec 10, 20253:29pending

[SIE] 1, Introduction to Capital Markets

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Dec 9, 20253:12pending

[Investment] 9, Investment Policy Statement

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[Investment] 10, Market Indices

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[Investment] 28, Property Valuation

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[Investment] 27, Convertible Bonds

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[Investment] 25, Bond Immunization

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Apr 11, 20253:56pending

[Investment] 7, Security Regulations

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Apr 11, 20254:25pending

[Investment] 26, Preferred Stock

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Apr 11, 20253:52pending

[Investment] 8, Money Market Securities

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Apr 11, 20254:10pending

[Investment] 5, Dividend Dates

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Apr 11, 20253:45pending

[Investment] 6, Stock Splits

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Apr 11, 20253:58pending

[Investment] 23, Original Issue Discount

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Apr 11, 20253:38pending

[Investment] 24, Yield Curve Theories

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[Investment] 18, Portfolio Performance Measures

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Apr 11, 20253:46pending

[Investment] 17, Capital Asset Pricing Model (CAPM)

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Apr 11, 20253:48pending

[Investment] 22, Accrued Interest

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Apr 11, 20253:38pending

[Investment] 21, Yield Measures

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Apr 11, 20253:47pending

[Investment] 19, Efficient Market Hypothesis

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Apr 11, 20254:00pending

[Investment] 20, Bond Duration

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Apr 11, 20253:39pending

[Investment] 13, Correlation Coefficient

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Apr 11, 20253:59pending

[Investment] 14, Beta

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Apr 11, 20253:54pending

[Investment] 16, Modern Portfolio Theory

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Apr 11, 20254:00pending

[Investment] 15, Systematic vs. Unsystematic Risk

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Apr 11, 20253:42pending

[Investment] 29, Investment Companies

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Apr 11, 20253:49pending

[Investment] 11, Standard Deviation

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Apr 11, 20253:57pending

[Investment] 30, Options

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[Investment] 12, Coefficient of Variation

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[Investment] 4, Research Reports

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Mar 29, 20253:43pending

[Investment] 3, Margin Requirements

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Mar 29, 20254:01pending

[Investment] 2, Short-Selling

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Mar 28, 20253:45pending

[Investment] 1, Investment Options

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Mar 28, 20254:13pending

[Insurance] 20, Social Security Benefits

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Mar 25, 20254:01pending

[Insurance] 19, Disability Insurance

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Mar 24, 20254:03pending

[Insurance] 18, Long Term Care

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Mar 24, 20253:58pending

[Insurance] 16, HSA Eligibility

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Mar 23, 20254:02pending

[Insurance] 17, COBRA Coverage

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Mar 23, 20253:59pending

[Insurance] 15, PPACA Requirements

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Mar 22, 20253:58pending

[Insurance] 14, Health Insurance

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Mar 22, 20253:54pending

[Insurance] 13, Annuities

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Mar 21, 20253:52pending

[Insurance] 12, Universal Life Insurance

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Mar 21, 20253:59pending

[Insurance] 11, Life Insurance Types

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Mar 20, 20253:50pending

[Insurance] 10, State Regulation

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Mar 20, 20254:11pending

[Insurance] 8, Coinsurance Clause

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Mar 19, 20253:51pending

[Insurance] 9, Rating Agencies

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Mar 19, 20253:44pending

[Insurance] 7, Valuation Methods

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Mar 18, 20254:00pending
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