Open Exam Prep

Latest episodes

Showing 20 · updated from the feed

[Series 66] 18, Risk Tolerance vs Risk Capacity

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
4 min

[Series 66] 17, Building a Client Investment Profile

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 10
4 min

[Series 66] 16, Individuals Businesses Trusts and Estates

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 9
4 min

[Series 66] 15, Options Structured Products and Digital Assets

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 8
4 min

[Series 66] 14, Annuities and Life Insurance Tradeoffs

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 7
4 min

[Series 66] 13, REITs Private Funds and Liquidity

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 6
4 min

[Series 66] 12, ETFs UITs and Closed-End Funds

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 5
4 min

[Series 66] 11, Mutual Funds Share Classes and Fees

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 4
4 min

[Series 66] 10, Common Preferred and Convertible Stock

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 3
4 min

[Series 66] 9, Credit Risk and Callable Bonds

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 2
4 min

[Series 66] 8, Bond Pricing Yields and Duration

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 1
4 min

[Series 66] 7, Cash Equivalents and Deposit Protection

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

Sep 30
4 min

[Series 66] 6, Alpha Beta and the Sharpe Ratio

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

Sep 29
4 min

[Series 66] 5, Mean Standard Deviation and Correlation

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

Sep 28
4 min

[Series 66] 4, Liquidity Leverage and Valuation Ratios

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

Sep 27
4 min

[Series 66] 3, Time Value of Money and Discounted Cash Flow

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

Sep 26
4 min

[Series 66] 2, Reading Questions and Avoiding Distractors

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

Sep 25
4 min

[Series 66] 1, Your Study Plan After Series 7

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

Sep 24
4 min

Series 7 Exam Prep 100, Final Exam Strategy and Common Series 7 Traps

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

Sep 15
3 min

Series 7 Exam Prep 99, High-Yield Product Comparison Review

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

Sep 14
3 min