Ran Chen, EA, CFP®

Open Exam Prep

Education EN ↓ 454 episodes

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...

Be sure to visit the podcast's website and support the creator: open-exam-prep.com

Author

Ran Chen, EA, CFP®

Episodes

[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/