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)

[Retirement] 14, Pension Plan Types

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Dec 29, 20244:04pending

[Retirement] 13, Plan Limits

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Dec 29, 20244:01pending

[Retirement] 12, Top-Heavy Plans

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Dec 29, 20243:56pending

[Retirement] 11, Vesting Schedules

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Dec 29, 20243:58pending

[Retirement] 20, Stock Bonus Plans

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Dec 29, 20243:48pending

[Retirement] 18, 401(k) Plans

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Dec 28, 20243:51pending

[Retirement] 17, Profit Sharing Plans

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Dec 28, 20243:58pending

[Retirement] 16, Social Security Integration

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Dec 28, 20243:56pending

[Retirement] 10, Highly Compensated Employees

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Dec 28, 20243:55pending

[Retirement] 9, 50/40 Test

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Dec 28, 20243:46pending

[Retirement] 8, Coverage Tests

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Dec 28, 20243:52pending

[Retirement] 7, Eligibility Requirements

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Dec 28, 20243:53pending

[Retirement] 6, ERISA Protection

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Dec 28, 20243:58pending

[Retirement] 19, Safe Harbor 401(k)

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Dec 28, 20244:09pending

[Retirement] 3, Qualified Plans

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Dec 27, 20244:12pending

[Retirement] 5, Defined Benefit vs. Defined Contribution

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Dec 27, 20243:45pending

[Retirement] 4, Pension vs. Profit Sharing

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Dec 27, 20243:58pending

[Retirement] 2, FIRE Variants

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Dec 27, 20243:59pending

[Retirement] 1, Traditional vs. Alternative Retirement

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Dec 27, 20244:25pending

[Fundamentals] 20, Education Savings Plans

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Dec 26, 20244:00pending

[Fundamentals] 19, Consumer Protection Laws

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Dec 25, 20243:29pending

[Fundamentals] 18, Fiscal Policy Tools

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Dec 25, 20244:08pending

[Fundamentals] 17, Monetary Policy Tools

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Dec 25, 20244:01pending

[Fundamentals] 16, Bankruptcy Reporting

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Dec 25, 20243:52pending

[Fundamentals] 15, Candidate Fitness Standards

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Dec 24, 20244:08pending

[Fundamentals] 14, Learning Styles

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Dec 24, 20243:54pending

[Fundamentals] 13, Communication Skills

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Dec 24, 20243:47pending

[Fundamentals] 12, Monitoring Plans

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Dec 24, 20244:15pending

[Fundamentals] 11, Financial Planning Standards

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Dec 24, 20243:54pending

[Fundamentals] 9, Confidentiality

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Dec 23, 20243:57pending

[Fundamentals] 8, Conflict of Interest

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Dec 23, 20244:05pending

[Fundamentals] 7, Fiduciary Duty

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[Fundamentals] 6, Professionalism

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[Fundamentals] 5, Continuing Education

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[Fundamentals] 4, Code of Ethics

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[Fundamentals] 3, Financial Planning Process

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[Fundamentals] 2, Financial Advice Definition

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Dec 23, 20243:56pending

[Fundamentals] 10, Compensation Models

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Dec 23, 20243:52pending

[Fundamentals] 1, Ethics Emphasis

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Dec 21, 20244:04pending

[Estate Planning] 19, Installment Payments of Estate Tax

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Dec 20, 20244:09pending

[Estate Planning] 18, Income in Respect of a Decedent (IRD)

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Dec 20, 20243:38pending

[Estate Planning] 17, Generation Skipping Transfer Tax (GSTT)

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Dec 20, 20243:52pending

[Estate Planning] 16, Trusts in Estate Planning

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Dec 20, 20243:50pending

[Estate Planning] 20, Special Use Valuation

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Dec 20, 20243:57pending

[Estate Planning] 12, Gifts and Gift Tax

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Dec 19, 20243:53pending

[Estate Planning] 11, Types of Property Ownership

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Dec 19, 20244:03pending

[Estate Planning] 15, Applicable Exclusion Amount

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Dec 19, 20243:59pending

[Estate Planning] 14, Marital and Charitable Deductions

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Dec 19, 20243:56pending

[Estate Planning] 13, Crummey Provision

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Dec 19, 20243:52pending

[Estate Planning] 10, Avoiding Probate

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Dec 18, 20243:47pending

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