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Open Exam Prep episodes
- [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/
5 min - [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/
4 min - [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/
4 min - [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/
5 min - [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/
4 min - [Fundamentals] 2, Financial Advice Definition
Recommendations on financial plans, asset management, and professional services. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Fundamentals] 10, Compensation Models
Fee-only, fee-based, and commission structures, with specific disclosure requirements. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Fundamentals] 1, Ethics Emphasis
Heavy focus on ethics, communication, and professional conduct in financial planning scenarios. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
5 min - [Estate Planning] 19, Installment Payments of Estate Tax
Sections 6166 & 6161 allow for extended payment periods for closely held business interests. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
5 min - [Estate Planning] 18, Income in Respect of a Decedent (IRD)
Income a decedent was entitled to but not received before death, included in the gross estate without a step-up in basis.
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Open Exam Prep Podcast. 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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