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 303 episodes available.

Open Exam Prep episodes:

December 24, 2024 [Fundamentals] 13, Communication Skills
Effective communication involves reflective listening, pacing, and rephrasing. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
4min
December 24, 2024 [Fundamentals] 12, Monitoring Plans
Regular and episodic reviews to ensure financial plans remain aligned with client goals. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
5min
December 24, 2024 [Fundamentals] 11, Financial Planning Standards
Involves understanding client circumstances, goal setting, and plan implementation. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
4min
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

FAQs about Open Exam Prep:

How many episodes does Open Exam Prep have?

The podcast currently has 303 episodes available.

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