TheBitCast

Open Exam Prep

Autor: Ran Chen, EA, CFP®

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 resources and created Open Exam Prep as a free solution for aspiring professionals. Each episode breaks down complex major exam topics into clear, digestible lessons, covering everything from tax plann...

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  1. [Series 66] 32, Matching Recommendations to Client Needs – Open Exam Prep
  2. [Series 66] 31, Measuring and Comparing Portfolio Returns – Open Exam Prep
  3. [Series 66] 30, Trading Orders and Execution Costs – Open Exam Prep
  4. [Series 66] 29, Estate Planning and Wealth Transfers – Open Exam Prep
  5. [Series 66] 28, Account Ownership and Beneficiary Choices – Open Exam Prep
  6. [Series 66] 27, Education Accounts and Health Savings – Open Exam Prep
  7. [Series 66] 26, ERISA Fiduciaries and Retirement Advice – Open Exam Prep
  8. [Series 66] 25, Employer Retirement Plans and Rollovers – Open Exam Prep
  9. [Series 66] 24, Traditional and Roth IRA Decisions – Open Exam Prep
  10. [Series 66] 23, Capital Gains Cost Basis and After-Tax Returns – Open Exam Prep
  11. [Series 66] 22, Active Passive Growth and Value Strategies – Open Exam Prep
  12. [Series 66] 21, Diversification Correlation and Rebalancing – Open Exam Prep
  13. [Series 66] 20, Strategic vs Tactical Asset Allocation – Open Exam Prep
  14. [Series 66] 19, Time Horizons Liquidity and Life Events – Open Exam Prep
  15. [Series 66] 18, Risk Tolerance vs Risk Capacity – Open Exam Prep
  16. [Series 66] 17, Building a Client Investment Profile – Open Exam Prep
  17. [Series 66] 16, Individuals Businesses Trusts and Estates – Open Exam Prep
  18. [Series 66] 15, Options Structured Products and Digital Assets – Open Exam Prep
  19. [Series 66] 14, Annuities and Life Insurance Tradeoffs – Open Exam Prep
  20. [Series 66] 13, REITs Private Funds and Liquidity – Open Exam Prep
  21. [Series 66] 12, ETFs UITs and Closed-End Funds – Open Exam Prep
  22. [Series 66] 11, Mutual Funds Share Classes and Fees – Open Exam Prep
  23. [Series 66] 10, Common Preferred and Convertible Stock – Open Exam Prep
  24. [Series 66] 9, Credit Risk and Callable Bonds – Open Exam Prep
  25. [Series 66] 8, Bond Pricing Yields and Duration – Open Exam Prep
  26. [Series 66] 7, Cash Equivalents and Deposit Protection – Open Exam Prep
  27. [Series 66] 6, Alpha Beta and the Sharpe Ratio – Open Exam Prep
  28. [Series 66] 5, Mean Standard Deviation and Correlation – Open Exam Prep
  29. [Series 66] 4, Liquidity Leverage and Valuation Ratios – Open Exam Prep
  30. [Series 66] 3, Time Value of Money and Discounted Cash Flow – Open Exam Prep