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 use assessment data to individualize daily plans and set goals for children.

- The critical first step after noticing a developmental concern is to increase targeted observation and documentation.

- Why partnering with families to discuss observations is a mandatory step before any referral.

- Your professional role is to observe and refer, not to diagnose a child with a specific delay or disability.

- Key referral pathways like Child Find and IDEA Parts C & B are the appropriate next steps for formal screening.

For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep