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Open Exam Prep episodes
- [Estate Planning] 8, Methods to Transfer Property
Includes operation of law, contract, trust, probate, and intestate succession.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
5 min - [Estate Planning] 7, Power of Attorney
Allows an agent to act for the principal, ceasing at death. Powers can be general or limited.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Estate Planning] 6, Will Provisions
Survivorship and disclaimer clauses affect inheritance and tax implications.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Estate Planning] 3, Important Definitions
Decedent, heirs, legatees, donor, donee, abatement, and ademption are key terms in estate planning.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Estate Planning] 2, Unauthorized Practice of Law
Only licensed attorneys can draft legal documents. Planners should refer clients to attorneys for legal advice. CFP Exam Prep Podcast.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Estate Planning] 1, Estate Planning Process
Involves accumulation, management, conservation, and transfer of wealth considering legal, tax, and personal objectives. Effective and efficient transfers are crucial.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
5 min - [Estate Planning] 4, Basic Documents
Includes wills, durable power of attorney, and advance medical directives to manage assets and healthcare decisions.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Estate Planning] 5, Types of Wills
Survivorship and disclaimer clauses affect inheritance and tax implications.
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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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