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 of the CDA Resource Collection as an assessment tool for the PDS verification visit.

- How to correctly prepare the nine learning experiences by aligning each with a specific CDA Subject Area.

- Common traps to avoid, such as failing to annotate web resources or merely printing regulations instead of summarizing them.

- The critical importance of professional organization, including labeling and tabbing every one of the seventeen items.

- A mnemonic ("My Family Learns And Regulates") to remember the five most substantial Resource Collection items.

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