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Open Exam Prep

Ran Chen

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 exp... more

PublishesDailyEpisodes150Founded4 days ago
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Artwork for Open Exam Prep

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Guides investment decisions by outlining client objectives, risk tolerance, and constraints. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to docu... more

YouTube

Dow Jones is price-weighted, while S&P 500 is value-weighted, reflecting different market aspects. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast t... more

YouTube

Bonds convertible into predetermined shares, offering potential for equity upside. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my st... more

YouTube

Uses net operating income and capitalization rate to determine property value. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study ... more

YouTube

Governed by acts like the Securities Act of 1933 and 1934, regulating primary and secondary markets. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast... more

YouTube

Include CDs, Treasury Bills, and commercial paper, each providing short-term liquidity with low risk. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcas... more

YouTube

Combines equity and debt features, providing fixed dividends without maturity dates. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my ... more

YouTube

Strategy that matches bond durations to investment time horizons to reduce interest rate risk. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to do... more

YouTube

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Open Exam Prep launched 4 days ago and published 150 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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