Open Exam Prep

By Ran Chen, EA, CFP®

Open Exam Prep: Mastering Financial Exams

The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the har... more

5

44 ratings

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about Open Exam Prep:

How many episodes does Open Exam Prep have?

The podcast currently has 200 episodes available.

Open Exam Prep episodes:

December 23, 2024 [Fundamentals] 9, Confidentiality
Maintain client privacy and confidentiality, with exceptions for legal and enforcement purposes. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
4min
December 23, 2024 [Fundamentals] 8, Conflict of Interest
Must disclose and manage conflicts, including compensation and product limitations. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
5min
December 23, 2024 [Fundamentals] 7, Fiduciary Duty
CFP® professionals must act in the best interest of clients, adhering to fiduciary standards. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
5min
December 23, 2024 [Fundamentals] 6, Professionalism
Requires dignity, courtesy, and appropriate use of CFP® marks in professional interactions. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
4min
December 23, 2024 [Fundamentals] 5, Continuing Education
CFP® certificants must complete 30 hours every two years, including ethics training. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
4min
December 23, 2024 [Fundamentals] 4, Code of Ethics
Includes honesty, integrity, client best interests, due care, conflict management, and confidentiality. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
5min
December 23, 2024 [Fundamentals] 3, Financial Planning Process
Collaborative process to help clients meet life goals through integrated financial advice. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
4min
December 23, 2024 [Fundamentals] 2, Financial Advice Definition
Recommendations on financial plans, asset management, and professional services. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
4min
December 23, 2024 [Fundamentals] 10, Compensation Models
Fee-only, fee-based, and commission structures, with specific disclosure requirements. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
4min
December 21, 2024 [Fundamentals] 1, Ethics Emphasis
Heavy focus on ethics, communication, and professional conduct in financial planning scenarios. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
5min

FAQs about Open Exam Prep:

How many episodes does Open Exam Prep have?

The podcast currently has 200 episodes available.

More shows like Open Exam Prep

the EARN YOUR MARKS podcast by ProExamTutors

the EARN YOUR MARKS podcast

14 Listeners