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CFP Exam Prep

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by Ran Chen, EA, CFP®

5.0(5 reviews)

376 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

FairBased on show quality, social media presence, reviews, charts, and more

Quality57

Social0

YouTube72

Engagement32

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Podcast Overview

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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🇺🇲

Publishing Since

12/17/2024

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🇺🇸 Charts #3

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Apple 142

Spotify 827

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FairBased on show quality, social media presence, reviews, charts, and more

Quality57

Social0

YouTube72

Engagement32

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151 episodes over 0.3 years

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Recent Episodes

August 5, 2026

Series 7 Exam Prep 59, Settlement, Ex-Dividend, and Due Bills

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Regular-way settlement for most securities is now T+1 (trade date plus one business day). - The ex-dividend date is now the same as the record date, and you must purchase a stock *before* the ex-date to receive the dividend. - The DERP mnemonic helps recall the dividend timeline: Declaration, Ex-dividend, Record, and Payable. - An investor purchasing a stock via cash settlement on the record date is entitled to the dividend, a common exam exception. - A due bill is an instrument used to ensure a buyer receives a dividend they are entitled to if a trade settles late. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep

August 4, 2026

Series 7 Exam Prep 58, Short Sales and Regulation SHO

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The core mechanics of a short sale, including the concept of borrowing and returning shares. - The critical requirements of Regulation SHO, including the 'locate,' order marking, and mandatory close-out rules. - The distinction between using short sales for speculation versus hedging a long position. - The dynamics of a short squeeze and how it creates significant risk for short sellers. - The most critical exam trap: understanding that the maximum loss on an unhedged short sale is unlimited. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep

August 3, 2026

Series 7 Exam Prep 57, Order Handling and Best Execution

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - That best execution is the best overall outcome for a customer, not just the best price, considering factors like speed and likelihood of execution. - The critical difference between a binding 'firm quote' and a non-binding, informational 'subject quote' or 'nominal quote'. - That customer orders always have priority over a firm's proprietary trades at the same price, a concept known as the priority of public orders. - How broker-dealers must use a firm-level error account to correct order entry mistakes, ensuring the customer is always made whole. - Key prohibited trading practices like 'trading ahead' of customer orders and 'front-running' based on non-public block trade information.

376 total episodes available

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What is CFP Exam Prep?: 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/
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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