
À propos de ce 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…
426 épisodes · Education
Open Exam Prep
À propos de ce 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…
Épisodes récents
- [Series 66] 17, Building a Client Investment Profileil y a 5 jours · 5 min
- [Series 66] 16, Individuals Businesses Trusts and Estatesil y a 6 jours · 4 min
- [Series 66] 15, Options Structured Products and Digital Assets8 oct. · 4 min
- [Series 66] 14, Annuities and Life Insurance Tradeoffs7 oct. · 5 min
- [Series 66] 13, REITs Private Funds and Liquidity6 oct. · 5 min
- [Series 66] 12, ETFs UITs and Closed-End Funds5 oct. · 5 min
- [Series 66] 11, Mutual Funds Share Classes and Fees4 oct. · 4 min
- [Series 66] 10, Common Preferred and Convertible Stock3 oct. · 4 min
- [Series 66] 9, Credit Risk and Callable Bonds2 oct. · 4 min
- [Series 66] 8, Bond Pricing Yields and Duration1 oct. · 4 min