Finance Exam Prep

Latest episodes

Showing 20 · updated from the feed

[CFA Level I] 11, Communicating Risks and Keeping Research Records

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 30
4 min

[CFA Level I] 10, Diligence and Reasonable Basis for Research

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 29
4 min

[CFA Level I] 9, Loyalty to Employers and Additional Compensation

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 28
4 min

[CFA Level I] 8, Performance Presentation Without Cherry-Picking

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 27
4 min

[CFA Level I] 7, Suitability and the Client Investment Mandate

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 26
4 min

[CFA Level I] 6, Fair Dealing When Recommendations Change

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 25
4 min

[CFA Level I] 5, Misrepresentation and Crediting Other Analysts

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 24
4 min

[CFA Level I] 4, Material Nonpublic Information and the Mosaic Approach

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 23
4 min

[CFA Level I] 3, Professional Independence Under Gifts and Pressure

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 22
4 min

[CFA Level I] 2, Ethical Decisions When the Legal Minimum Is Not Enough

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 21
4 min

[CFA Level I] 1, The Ten Topic Areas and Your Study Plan

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 20
4 min

Enrolled Agent Exam [Part 3] 75, Final Review and Representation Strategy

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 19
3 min

Enrolled Agent Exam [Part 3] 74, E-File Acknowledgments Rejects and Post-Filing Corrections

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 18
3 min

Enrolled Agent Exam [Part 3] 73, Electronic Signatures PINs and Form 8879

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 17
3 min

Enrolled Agent Exam [Part 3] 72, E-File Mandate EFIN and Authorized Providers

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 16
3 min

Enrolled Agent Exam [Part 3] 71, Freedom of Information and IRS Records

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 15
3 min

Enrolled Agent Exam [Part 3] 70, Taxpayer Advocate Service and Form 911

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 14
3 min

Enrolled Agent Exam [Part 3] 69, Refund Claims and Form 843

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 13
3 min

Enrolled Agent Exam [Part 3] 68, Innocent Spouse and Joint Liability Relief

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 12
3 min

Enrolled Agent Exam [Part 3] 67, Penalty Abatement and Reasonable Cause

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening

Oct 11
3 min