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Open Exam Prep
Ran Chen
75 episodes
8 months ago
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 website to document my study notes, and I hope you find them helpful in your own preparation. "Open Exam Prep" is your ultimate companion for mastering the exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Each episode includes focused explanations, practical examples, and exam tips to help you understand key concepts, stay confident, and pass with success. Whether you’re studying during your commute, workout, or downtime, Open Exam Prep is 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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All content for Open Exam Prep is the property of Ran Chen and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 website to document my study notes, and I hope you find them helpful in your own preparation. "Open Exam Prep" is your ultimate companion for mastering the exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Each episode includes focused explanations, practical examples, and exam tips to help you understand key concepts, stay confident, and pass with success. Whether you’re studying during your commute, workout, or downtime, Open Exam Prep is here to guide you—one question, one topic, one victory at a time. Visit for more content: https://open-exam-prep.com/
Show more...
Courses
Education
Episodes (20/75)
Open Exam Prep
[Tax] 5, Gifted Property Basis
8 months ago
3 minutes 45 seconds

Open Exam Prep
[Tax] 4, Inherited Property Basis
8 months ago
3 minutes 44 seconds

Open Exam Prep
[Tax] 3, Adjustments to Basis
8 months ago
3 minutes 46 seconds

Open Exam Prep
[Tax] 2, Cost Basis
8 months ago
3 minutes 46 seconds

Open Exam Prep
[Tax] 1, Types of Assets
8 months ago
3 minutes 54 seconds

Open Exam Prep
[Retirement] 28, 457 Plans
10 months ago
4 minutes 3 seconds

Open Exam Prep
[Retirement] 27, 403(b) Plans
10 months ago
4 minutes 3 seconds

Open Exam Prep
[Retirement] 26, SIMPLE Plans
10 months ago
3 minutes 56 seconds

Open Exam Prep
[Retirement] 30, Stock Options
10 months ago
3 minutes 50 seconds

Open Exam Prep
[Retirement] 29, Nonqualified Plans
10 months ago
3 minutes 57 seconds

Open Exam Prep
[Retirement] 23, Roth vs. Traditional IRAs
10 months ago
3 minutes 48 seconds

Open Exam Prep
[Retirement] 22, Distribution Rules
10 months ago
4 minutes 3 seconds

Open Exam Prep
[Retirement] 21, ESOPs
10 months ago
3 minutes 44 seconds

Open Exam Prep
[Retirement] 25, Roth IRA Conversions
10 months ago
3 minutes 47 seconds

Open Exam Prep
[Retirement] 24, IRA Contribution Limits
10 months ago
3 minutes 51 seconds

Open Exam Prep
[Retirement] 15, Actuarial Requirements
10 months ago
4 minutes 18 seconds

Open Exam Prep
[Retirement] 14, Pension Plan Types
10 months ago
4 minutes 4 seconds

Open Exam Prep
[Retirement] 13, Plan Limits
10 months ago
4 minutes 1 second

Open Exam Prep
[Retirement] 12, Top-Heavy Plans
10 months ago
3 minutes 56 seconds

Open Exam Prep
[Retirement] 11, Vesting Schedules
10 months ago
3 minutes 58 seconds

Open Exam Prep
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 website to document my study notes, and I hope you find them helpful in your own preparation. "Open Exam Prep" is your ultimate companion for mastering the exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Each episode includes focused explanations, practical examples, and exam tips to help you understand key concepts, stay confident, and pass with success. Whether you’re studying during your commute, workout, or downtime, Open Exam Prep is here to guide you—one question, one topic, one victory at a time. Visit for more content: https://open-exam-prep.com/