Ran Chen, EA, CFP®

Open Exam Prep

Education EN ↓ 439 episoder

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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Ran Chen, EA, CFP®

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Education

Podkastens nettsted

open-exam-prep.com

Siste episode

17. okt 2026

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Episoder

[SIE] 39, Options - Intrinsic and Time Value 16.01.2026 3:41

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The two components of an option's premium: intrinsic value and time value...

[SIE] 38, Put Options - Rights and Strategies 15.01.2026 3:41

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - What right a put option grants to its owner. - Why buying a put option is...

[SIE] 37, Call Options - Rights and Strategies 14.01.2026 3:38

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The fundamental right of a call option buyer to purchase a stock at a set...

[SIE] 36, Options - Introduction and Terminology 13.01.2026 3:14

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The fundamental difference between a call option and a put option. - The...

[SIE] 35, Variable Life Insurance 12.01.2026 4:09

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The fundamental difference between variable life and variable universal l...

[SIE] 34, Variable Annuities - Features and Taxation 11.01.2026 3:44

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The function of a variable annuity death benefit and how it protects bene...

[SIE] 33, Variable Annuities - Basics 10.01.2026 3:27

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - Why variable annuities are considered hybrid products, regulated as both...

[SIE] 32, Closed-End Funds and UITs 09.01.2026 3:26

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The difference between a closed-end fund's IPO and its secondary market t...

[SIE] 31, Exchange-Traded Funds (ETFs) 08.01.2026 3:39

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam exam. In this episode you will learn: - How ETFs are structured and trade intraday on exchanges like individ...

[SIE] 30, Types of Mutual Funds 07.01.2026 4:28

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The primary investment objectives of the four main mutual fund types: equ...

[SIE] 29, Mutual Fund Expenses and Disclosure 06.01.2026 4:26

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The key differences between Class A, B, and C mutual fund shares and thei...

[SIE] 28, Mutual Fund Share Classes 05.01.2026 4:24

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The primary fee structures of Class A, Class B, and Class C mutual fund s...

[SIE] 27, Mutual Funds - Structure and Pricing 04.01.2026 3:32

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The definition of an open-end investment company and how it differs from...

[SIE] 26, Money Market Instruments 03.01.2026 3:44

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The core characteristics of money market instruments: short-maturity, hig...

[SIE] 25, Bond Risks - Call, Inflation, and Liquidity 02.01.2026 4:21

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The relationship between falling interest rates and an issuer's decision...

[SIE] 24, Bond Risks - Interest Rate and Credit 01.01.2026 3:15

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - How interest rate changes inversely affect existing bond prices. - Using...

[SIE] 23, Municipal Bond Taxation 31.12.2025 3:51

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The federal tax-exempt status of municipal bond interest. - How state and...

[SIE] 22, Municipal Bonds - Revenue Bonds 30.12.2025 3:40

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam exam. In this episode you will learn: - The difference between revenue bonds and general obligation (GO) bon...

[SIE] 21, Municipal Bonds - General Obligation 29.12.2025 3:33

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The fundamental difference between General Obligation (GO) bonds and reve...

[SIE] 20, Government Agency Securities 28.12.2025 4:07

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The key differences between GNMA, FNMA, and FHLMC. - Why GNMA securities...

[SIE] 19, U.S. Treasury Securities 27.12.2025 4:10

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - Differentiating T-bills, T-notes, and T-bonds by maturity and interest pa...

[SIE] 18, Types of Corporate Bonds 26.12.2025 3:43

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam exam. In this episode you will learn: - The difference between secured bonds backed by assets and unsecured...

[SIE] 17, Bond Pricing and Yields 25.12.2025 4:03

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The inverse relationship between bond prices and interest rates, often co...

[SIE] 16, Corporate Bonds Fundamentals 24.12.2025 4:17

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The definitions of par value, coupon rate, and maturity date for corporat...

[SIE] 15, Rights and Warrants 23.12.2025 3:51

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The primary purpose of preemptive rights in protecting existing sharehold...