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Open Exam Prep episodes
- [Fundamentals] 18, Fiscal Policy Tools
Congress influences economic growth, price stability, and employment through taxation, spending, and debt management.
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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.
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More Exam Prep Content Visit: https://open-exam-prep.com/
5 min - [Fundamentals] 17, Monetary Policy Tools
Federal Reserve uses reserve requirements, discount rates, open market operations, and excess reserve rates.
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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.
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More Exam Prep Content Visit: https://open-exam-prep.com/
5 min - [Fundamentals] 16, Bankruptcy Reporting
CFP® professionals must report bankruptcies to the CFP Board and clients.
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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] 15, Candidate Fitness Standards
Specific character and fitness standards for CFP® certification candidates. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
5 min - [Fundamentals] 14, Learning Styles
Visual, auditory, and kinesthetic methods to tailor financial advice to client preferences. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [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/
4 min - [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/
5 min - [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/
4 min - [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/
4 min - [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/
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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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