
About this podcast
Open Exam Prep: Mastering Financial Exams The 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…
409 episodes · education
Open Exam Prep
About this podcast
Open Exam Prep: Mastering Financial Exams The 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…
Recent episodes
- Series 7 Exam Prep 95, Retirement and Rollover Recommendation TrapsNew · 5 min
- Series 7 Exam Prep 94, Suitability Drill for Packaged Products2 days ago · 5 min
- Series 7 Exam Prep 93, Suitability Drill for Equity and Debt Products3 days ago · 3 min
- Series 7 Exam Prep 92, Options Breakeven and Strategy Math Review4 days ago · 3 min
- Series 7 Exam Prep 91, Options Indexes and Broad-Based Products5 days ago · 5 min
- Series 7 Exam Prep 90, Customer Account Restrictions and Free Riding6 days ago · 3 min
- Series 7 Exam Prep 89, Markups, Markdowns, and Commissions4 Sept · 3 min
- Series 7 Exam Prep 88, Accrued Interest and Bond Settlement3 Sept · 4 min
- Series 7 Exam Prep 87, Municipal Trading and Pricing2 Sept · 4 min
- Series 7 Exam Prep 86, Investment Banking and Corporate Financing1 Sept · 4 min