Open Exam Prep

Ran Chen, EA, CFP®

EN805 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...

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Episodes (805)

[Insurance] 9, Rating Agencies

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Mar 19, 20253:44pending

[Insurance] 8, Coinsurance Clause

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Mar 19, 20253:51pending

[Insurance] 7, Valuation Methods

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Mar 18, 20254:00pending

[Insurance] 6, Exclusions and Riders

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Mar 18, 20253:59pending

[Insurance] 3, Law of Large Numbers

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Mar 17, 20253:52pending

[Insurance] 2, Risk Management

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Mar 17, 20253:45pending

[Insurance] 1, Insurance Purpose

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Mar 17, 20253:54pending

[Insurance] 4, Insurable Interest

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Mar 17, 20253:52pending

[Insurance] 5, Agent vs. Broker

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Mar 17, 20253:59pending

[Tax] 30, Deduction Clustering

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Mar 16, 20254:05pending

[Tax] 29, Charitable Contributions

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Mar 16, 20253:47pending

[Tax] 28, Gross Income Exclusions

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Mar 16, 20253:52pending

[Tax] 27, Gross Income Inclusions

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Mar 16, 20253:54pending

[Tax] 26, Below Market Loans

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Mar 16, 20253:32pending

[Tax] 21, Kiddie Tax

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Mar 15, 20253:39pending

[Tax] 25, Section 179 Deduction

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Mar 15, 20254:02pending

[Tax] 24, Pass-Through Entity Deductions

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Mar 15, 20253:58pending

[Tax] 23, Hobby Losses

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Mar 15, 20253:54pending

[Tax] 22, Alternative Minimum Tax (AMT)

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Mar 15, 20253:48pending

[Tax] 20, Child Tax Credit

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Mar 14, 20253:46pending

[Tax] 19, Standard Deduction

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Mar 14, 20253:43pending

[Tax] 18, Filing Status

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Mar 14, 20253:36pending

[Tax] 17, Basic Tax Formula

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Mar 14, 20253:58pending

[Tax] 16, Insurance Policy Exchanges (Section 1035)

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Mar 14, 20253:46pending

[Tax] 15, Involuntary Conversions (Section 1033)

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Mar 13, 20254:05pending

[Tax] 14, Section 1202 Stock

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Mar 13, 20254:08pending

[Tax] 13, Section 1244 Stock

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Mar 13, 20253:48pending

[Tax] 12, Worthless Securities

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Mar 13, 20253:44pending

[Tax] 11, Non-Qualified Use for Section 121

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Mar 13, 20253:58pending

[Tax] 9, Wash Sales

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Mar 12, 20253:44pending

[Tax] 8, Ordinary Income Rates

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Mar 12, 20253:47pending

[Tax] 7, Long-Term Capital Gains Rates

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Mar 12, 20253:38pending

[Tax] 6, Related Party Transactions

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Mar 12, 20253:54pending

[Tax] 10, Personal Residence Gain Exclusion

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Mar 12, 20253:45pending

[Tax] 5, Gifted Property Basis

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Mar 11, 20253:45pending

[Tax] 4, Inherited Property Basis

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Mar 11, 20253:44pending

[Tax] 3, Adjustments to Basis

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Mar 11, 20253:46pending

[Tax] 2, Cost Basis

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Mar 11, 20253:46pending

[Tax] 1, Types of Assets

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Mar 11, 20253:54pending

[Retirement] 28, 457 Plans

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Dec 31, 20244:03pending

[Retirement] 27, 403(b) Plans

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Dec 31, 20244:03pending

[Retirement] 26, SIMPLE Plans

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Dec 31, 20243:56pending

[Retirement] 30, Stock Options

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Dec 31, 20243:50pending

[Retirement] 29, Nonqualified Plans

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Dec 31, 20243:57pending

[Retirement] 23, Roth vs. Traditional IRAs

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Dec 30, 20243:48pending

[Retirement] 22, Distribution Rules

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Dec 30, 20244:03pending

[Retirement] 21, ESOPs

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Dec 30, 20243:44pending

[Retirement] 25, Roth IRA Conversions

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Dec 30, 20243:47pending

[Retirement] 24, IRA Contribution Limits

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Dec 30, 20243:51pending

[Retirement] 15, Actuarial Requirements

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Dec 29, 20244:18pending

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