
Open Exam Prep
Ran Chen, EA, CFP®
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
Open Exam Prep
[SIE] 5, The Federal Reserve System
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[SIE] 4, Business Cycles
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[SIE] 3, Economic Indicators
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[SIE] 2, Primary vs Secondary Markets
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[SIE] 1, Introduction to Capital Markets
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[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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[Investment] 7, Security Regulations
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[Investment] 26, Preferred Stock
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[Investment] 8, Money Market Securities
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[Investment] 5, Dividend Dates
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[Investment] 6, Stock Splits
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[Investment] 23, Original Issue Discount
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[Investment] 24, Yield Curve Theories
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[Investment] 18, Portfolio Performance Measures
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[Investment] 17, Capital Asset Pricing Model (CAPM)
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[Investment] 22, Accrued Interest
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[Investment] 21, Yield Measures
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[Investment] 19, Efficient Market Hypothesis
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[Investment] 20, Bond Duration
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[Investment] 13, Correlation Coefficient
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[Investment] 14, Beta
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[Investment] 16, Modern Portfolio Theory
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[Investment] 15, Systematic vs. Unsystematic Risk
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[Investment] 29, Investment Companies
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[Investment] 11, Standard Deviation
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[Investment] 30, Options
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[Investment] 12, Coefficient of Variation
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[Investment] 4, Research Reports
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[Investment] 3, Margin Requirements
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[Investment] 2, Short-Selling
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[Investment] 1, Investment Options
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[Insurance] 20, Social Security Benefits
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[Insurance] 19, Disability Insurance
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[Insurance] 18, Long Term Care
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[Insurance] 16, HSA Eligibility
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[Insurance] 17, COBRA Coverage
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[Insurance] 15, PPACA Requirements
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[Insurance] 14, Health Insurance
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[Insurance] 13, Annuities
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[Insurance] 12, Universal Life Insurance
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[Insurance] 11, Life Insurance Types
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[Insurance] 10, State Regulation
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[Insurance] 8, Coinsurance Clause
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[Insurance] 9, Rating Agencies
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[Insurance] 7, Valuation Methods
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