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

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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 18, 2024 [Estate Planning] 10, Avoiding Probate
Achieved through state contract law, life insurance, annuities, and certain account types.
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4min
December 18, 2024 [Estate Planning] 9, Probate
Legal process of retitling assets, with advantages like clear title but disadvantages like cost and publicity.
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4min
December 18, 2024 [Estate Planning] 8, Methods to Transfer Property
Includes operation of law, contract, trust, probate, and intestate succession.
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5min
December 18, 2024 [Estate Planning] 7, Power of Attorney
Allows an agent to act for the principal, ceasing at death. Powers can be general or limited.
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4min
December 18, 2024 [Estate Planning] 6, Will Provisions
Survivorship and disclaimer clauses affect inheritance and tax implications.
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4min
December 17, 2024 [Estate Planning] 3, Important Definitions
Decedent, heirs, legatees, donor, donee, abatement, and ademption are key terms in estate planning.
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4min
December 17, 2024 [Estate Planning] 2, Unauthorized Practice of Law
Only licensed attorneys can draft legal documents. Planners should refer clients to attorneys for legal advice. CFP Exam Prep Podcast.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
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4min
December 17, 2024 [Estate Planning] 1, Estate Planning Process
Involves accumulation, management, conservation, and transfer of wealth considering legal, tax, and personal objectives. Effective and efficient transfers are crucial.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
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5min
December 17, 2024 [Estate Planning] 4, Basic Documents
Includes wills, durable power of attorney, and advance medical directives to manage assets and healthcare decisions.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
4min
December 17, 2024 [Estate Planning] 5, Types of Wills
Survivorship and disclaimer clauses affect inheritance and tax implications.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
4min

FAQs about Open Exam Prep:

How many episodes does Open Exam Prep have?

The podcast currently has 200 episodes available.

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