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Open Exam Prep episodes
- [Retirement] 7, Eligibility Requirements
Typically require age 21 and one year of service, with special rules for part-time employees under the SECURE Act. --
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 - [Retirement] 6, ERISA Protection
Ensures plan assets are protected from creditors and bankruptcy, providing security for retirement savings. --
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 - [Retirement] 19, Safe Harbor 401(k)
Avoids ADP and ACP testing by providing a minimum employer contribution that is fully vested. --
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 - [Retirement] 3, Qualified Plans
Include pension and profit-sharing plans, with specific types like 401(k), ESOPs, and cash balance plans. --
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 - [Retirement] 5, Defined Benefit vs. Defined Contribution
Defined benefit plans promise a specific payout at retirement, while defined contribution plans depend on contributions and investment performance. --
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 - [Retirement] 4, Pension vs. Profit Sharing
Pension plans promise a retirement benefit, while profit-sharing plans defer compensation and may allow in-service withdrawals. --
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 - [Retirement] 2, FIRE Variants
Lean FIRE involves minimalistic living, Barista FIRE includes part-time work, and Fat FIRE allows for a more luxurious lifestyle. --
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 - [Retirement] 1, Traditional vs. Alternative Retirement
Traditional retirement involves ceasing work at a standard age, while alternative retirement includes strategies like FIRE (Financial Independence Retire Early). --
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 - [Fundamentals] 20, Education Savings Plans
529 plans, Coverdell ESAs, and Roth IRAs offer tax advantages for education funding.
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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 video 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 - [Fundamentals] 19, Consumer Protection Laws
Includes Fair Credit Reporting Act, Fair Debt Collection Act, and Truth in Lending Act.
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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 video 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
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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