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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Forfatter

Ran Chen, EA, CFP®

Kategori

Education

Podkastens nettsted

open-exam-prep.com

Siste episode

17. okt 2026

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Episoder

[Series 65] 24, Preferred Stock Types and Features 17.04.2026 4:24

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - That cumulative preferred stock requires issuers to pay all mi...

[Series 65] 23, Common Stock Fundamentals 16.04.2026 4:43

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The difference between statutory and cumulative voting rights...

[Series 65] 22, Bond Pricing Yields and Duration 15.04.2026 3:08

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The fundamental inverse relationship between bond prices and i...

[Series 65] 21, Municipal Bonds GO vs Revenue 14.04.2026 3:29

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - General Obligation (GO) bonds are backed by the issuer's full...

[Series 65] 20, Corporate Bonds Types and Features 13.04.2026 3:18

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Secured bonds are backed by specific assets (collateral), whil...

[Series 65] 19, Government Agency Securities 12.04.2026 1:57

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The key difference in government backing between GNMA (full fa...

[Series 65] 18, US Treasury Securities 11.04.2026 2:47

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The key maturity and interest payment differences between T-bi...

[Series 65] 17, Cash Equivalents and Money Market Instruments 10.04.2026 3:14

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The key features of Treasury Bills, including their risk-free...

[Series 65] 16, Currency Risk and Political Risk 09.04.2026 3:24

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - That a strengthening U.S. dollar negatively impacts the return...

[Series 65] 15, Inflation Risk Liquidity Risk and Opportunity Cost 08.04.2026 3:10

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Inflation risk, or purchasing power risk, means an investment'...

[Series 65] 14, Interest Rate Risk and Reinvestment Risk 07.04.2026 3:21

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The inverse relationship between interest rates and existing b...

[Series 65] 13, Types of Risk Systematic vs Unsystematic 06.04.2026 3:41

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Systematic risk, also known as market risk, is non-diversifiab...

[Series 65] 12, Descriptive Statistics and Correlation 05.04.2026 3:34

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How to differentiate between mean, median, and mode in a set o...

[Series 65] 11, NPV IRR and Internal Rate of Return 04.04.2026 3:24

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The Net Present Value (NPV) decision rule: Accept projects wit...

[Series 65] 10, Time Value of Money Calculations 03.04.2026 2:54

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The inverse relationship between discount rates and present va...

[Series 65] 9, Financial Ratios and Analysis 02.04.2026 3:37

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The current ratio measures short-term liquidity, while the qui...

[Series 65] 8, Financial Statements and Accounting Fundamentals 01.04.2026 3:40

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The purpose and key components of the income statement, includ...

[Series 65] 7, International Economics and Balance of Payments 31.03.2026 3:32

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How a strengthening U.S. dollar negatively impacts U.S. export...

[Series 65] 6, Interest Rates and Yield Curves 30.03.2026 3:06

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The inverse relationship between interest rates and bond price...

[Series 65] 5, Inflation Deflation and the Consumer Price Index 29.03.2026 4:05

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How the Series 65 exam tests the Consumer Price Index (CPI) an...

[Series 65] 4, Fiscal Policy and Government Spending 28.03.2026 3:15

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The core difference between fiscal policy (Congress/President)...

[Series 65] 3, The Federal Reserve and Monetary Policy 27.03.2026 3:12

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How the Federal Open Market Committee (FOMC) uses open market...

[Series 65] 2, Leading Lagging and Coincident Indicators 26.03.2026 3:04

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Leading indicators, such as the S&P 500 and building permits,...

[Series 65] 1, Business Cycles and Economic Phases 25.03.2026 3:03

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The four phases of the business cycle are expansion, peak, con...

[Series 6] 30, Anti-Money Laundering and Ethics 08.03.2026 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 Series 6 Exam. In this episode you will learn: - The three stages of money laundering: placement, layering, and integ...