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Open Exam Prep episodes
- [Investment] 29, Investment Companies
Include open-end, closed-end, and unit investment trusts, each with unique characteristics. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
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More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Investment] 30, Options
Derivative securities providing the right to buy (call) or sell (put) an asset at a specified price. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
--
More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Investment] 11, Standard Deviation
Measures total risk of a portfolio, indicating volatility and risk level. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
--
More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Investment] 12, Coefficient of Variation
Assesses risk per unit of return, useful for comparing investments with different returns. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
--
More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Investment] 3, Margin Requirements
Initial margin is the equity needed to start a trade; maintenance margin is the minimum equity to avoid a margin call. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
--
More Exam Prep Content Visit: https://open-exam-prep.com/
5 min - [Investment] 4, Research Reports
Value Line ranks stocks, while Morningstar ranks mutual funds and stocks, aiding investment decisions. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
--
More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Investment] 1, Investment Options
Includes stocks, bonds, derivatives, and pooled investments, each offering different risk and return profiles. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
--
More Exam Prep Content Visit: https://open-exam-prep.com/
5 min - [Investment] 2, Short-Selling
Involves selling borrowed stocks hoping to buy them back at a lower price, requiring a margin account. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
--
More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Insurance] 20, Social Security Benefits
Includes retirement, disability, and survivor benefits, with eligibility based on work credits. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
--
More Exam Prep Content Visit: https://open-exam-prep.com/
5 min - [Insurance] 19, Disability Insurance
Provides income replacement, with definitions like "own occupation" affecting coverage and premiums. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
--
More Exam Prep Content Visit: https://open-exam-prep.com/
5 min
About Open Exam Prep
From the publisher's feed
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 hardest part.
Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better resources and created Open Exam Prep as a free solution for aspiring professionals.
Each episode breaks down complex major exam topics into clear, digestible lessons, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Whether you’re studying during your commute, workout, or downtime, we are here to guide you—one question, one topic, one victory at a time.
Visit for more content: https://open-exam-prep.com/
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