
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…
437 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] 21, Diversification Correlation and RebalancingNouveau · 4 min
- [Series 66] 20, Strategic vs Tactical Asset Allocationavant-hier · 5 min
- [Series 66] 19, Time Horizons Liquidity and Life Eventsil y a 3 jours · 4 min
- [Series 66] 18, Risk Tolerance vs Risk Capacityil y a 4 jours · 4 min
- [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