Ran Chen, EA, CFP®
Open Exam Prep
Open Exam Prep: Mastering Financial ExamsThe 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...
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Δημιουργός
Ran Chen, EA, CFP®
Κατηγορία
Ιστοσελίδα του podcast
Τελευταίο επεισόδιο
28 Οκτ 2026
Πού να ακούσεις;
Podcast στην εφαρμογή Replaio Radio Έρχεται σύντομαΤα podcast έρχονται σύντομα στην εφαρμογή. Εγκατάστησέ την τώρα και δες πρώτος μια εντελώς νέα προσέγγιση στα podcast
Δωρεάν εγκατάσταση
Android σχεδόν 10 εκατ. λήψεις · βαθμολογία 4,8
iOS σύντομα
Επεισόδια
[Fundamentals] 4, Code of Ethics 23.12.2024 4:03
Includes honesty, integrity, client best interests, due care, conflict management, and confidentiality. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Fundamentals] 3, Financial Planning Process 23.12.2024 3:58
Collaborative process to help clients meet life goals through integrated financial advice. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Fundamentals] 2, Financial Advice Definition 23.12.2024 3:56
Recommendations on financial plans, asset management, and professional services. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Fundamentals] 10, Compensation Models 23.12.2024 3:52
Fee-only, fee-based, and commission structures, with specific disclosure requirements. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Fundamentals] 1, Ethics Emphasis 21.12.2024 4:04
Heavy focus on ethics, communication, and professional conduct in financial planning scenarios. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 19, Installment Payments of Estate Tax 20.12.2024 4:09
Sections 6166 & 6161 allow for extended payment periods for closely held business interests. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 18, Income in Respect of a Decedent (IRD) 20.12.2024 3:38
Income a decedent was entitled to but not received before death, included in the gross estate without a step-up in basis. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 17, Generation Skipping Transfer Tax (GSTT) 20.12.2024 3:52
Imposed on transfers to individuals two or more generations younger, with specific rules for direct skips and taxable terminations. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 16, Trusts in Estate Planning 20.12.2024 3:50
Used for management, creditor protection, and tax avoidance. Types include revocable, irrevocable, and specific trusts like GRATs and QPRTs. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 20, Special Use Valuation 20.12.2024 3:57
Section 2032A allows valuation of property based on current use rather than highest and best use, with specific conditions and limitations. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 12, Gifts and Gift Tax 19.12.2024 3:53
Gifts are taxed based on FMV at the date of gift. Split gifts and annual exclusions affect tax liability. CFP Exam Prep Podcast. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 11, Types of Property Ownership 19.12.2024 4:03
Sole ownership, tenants in common, JTWROS, tenants by the entirety, and community property have different probate and tax implications. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 15, Applicable Exclusion Amount 19.12.2024 3:59
Lifetime credit against estate and gift taxes, with specific calculations for taxable amounts. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 14, Marital and Charitable Deductions 19.12.2024 3:56
Unlimited deductions for transfers between spouses and to qualified charities. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 13, Crummey Provision 19.12.2024 3:52
Allows trust contributions to qualify for annual exclusion by creating a present interest. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 10, Avoiding Probate 18.12.2024 3:47
Achieved through state contract law, life insurance, annuities, and certain account types. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 9, Probate 18.12.2024 3:55
Legal process of retitling assets, with advantages like clear title but disadvantages like cost and publicity. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 8, Methods to Transfer Property 18.12.2024 4:01
Includes operation of law, contract, trust, probate, and intestate succession. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 7, Power of Attorney 18.12.2024 3:51
Allows an agent to act for the principal, ceasing at death. Powers can be general or limited. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 6, Will Provisions 18.12.2024 3:51
Survivorship and disclaimer clauses affect inheritance and tax implications. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 3, Important Definitions 17.12.2024 3:35
Decedent, heirs, legatees, donor, donee, abatement, and ademption are key terms in estate planning. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 2, Unauthorized Practice of Law 17.12.2024 3:51
Only licensed attorneys can draft legal documents. Planners should refer clients to attorneys for legal advice. CFP Exam Prep Podcast. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 1, Estate Planning Process 17.12.2024 4:09
Involves accumulation, management, conservation, and transfer of wealth considering legal, tax, and personal objectives. Effective and efficient transfers are crucial. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 4, Basic Documents 17.12.2024 3:52
Includes wills, durable power of attorney, and advance medical directives to manage assets and healthcare decisions. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 5, Types of Wills 17.12.2024 3:39
Survivorship and disclaimer clauses affect inheritance and tax implications. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
Παρόμοια podcast
Άκου το podcast Open Exam Prep στο Replaio
Ραδιόφωνο και podcast σε μία εφαρμογή - δωρεάν, χωρίς εγγραφή. Εγκατάστησέ την σήμερα και μη χάσεις την πρεμιέρα
Το Replaio δεν είναι εκδότης podcast - τα ονόματα των εκπομπών, τα εξώφυλλα και ο ήχος ανήκουν στους δημιουργούς τους και διανέμονται μέσω δημόσιων ροών RSS
