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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)

[Estate Planning] 9, Probate

Open Exam Prep

Dec 18, 20243:55pending

[Estate Planning] 8, Methods to Transfer Property

Open Exam Prep

Dec 18, 20244:01pending

[Estate Planning] 7, Power of Attorney

Open Exam Prep

Dec 18, 20243:51pending

[Estate Planning] 6, Will Provisions

Open Exam Prep

Dec 18, 20243:51pending

[Estate Planning] 3, Important Definitions

Open Exam Prep

Dec 17, 20243:35pending

[Estate Planning] 2, Unauthorized Practice of Law

Open Exam Prep

Dec 17, 20243:51pending

[Estate Planning] 1, Estate Planning Process

Open Exam Prep

Dec 17, 20244:09pending

[Estate Planning] 4, Basic Documents

Open Exam Prep

Dec 17, 20243:52pending

[Estate Planning] 5, Types of Wills

Open Exam Prep

Dec 17, 20243:39pending
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