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Open Exam Prep

Open Exam Prep

Share my exam preparing learnings

Ran Chen, EA, CFP®

337 episodesEN

Show overview

Open Exam Prep has been publishing since 2024, and across the 2 years since has built a catalogue of 337 episodes. That works out to roughly 20 hours of audio in total. Releases follow a near-daily cadence, with the show now in its 3rd season.

Episodes typically run under ten minutes — most land between 4 min and 4 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Education show.

The show is actively publishing — the most recent episode landed earlier today, with 164 episodes already out so far this year. The busiest year was 2026, with 164 episodes published. Published by Ran Chen, EA, CFP®.

Episodes
337
Running
2024–2026 · 2y
Median length
4 min
Cadence
Near-daily

From the publisher

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/

Latest Episodes

View all 337 episodes

Series 7 Exam Prep 22, Corporate Bond Basics

Jun 29, 20263 min

Series 7 Exam Prep 21, Equity Valuation and Market Analysis

Jun 28, 20264 min

Series 7 Exam Prep 20, REITs and Real Estate Securities

Jun 27, 20263 min

Series 7 Exam Prep 19, ADRs, Foreign Securities, and Currency Risk

Jun 26, 20263 min

Series 7 Exam Prep 18, Rights, Warrants, and Dilution

Jun 25, 20263 min

Series 7 Exam Prep 17, Preferred Stock Features

Jun 24, 20263 min

Series 7 Exam Prep 16, Common Stock Basics

Jun 23, 20263 min

Series 7 Exam Prep 15, Investment Objectives and Risk Tolerance

Jun 22, 20263 min

Series 7 Exam Prep 14, Suitability, Reg BI, and Recommendation Standards

Jun 21, 20263 min

Series 7 Exam Prep 13, Education Accounts and Tax-Advantaged Savings

Jun 20, 20262 min

Series 7 Exam Prep 12, Retirement Accounts and ERISA Basics

Jun 19, 20263 min

Series 7 Exam Prep 11, Margin Accounts and Customer Agreements

Jun 18, 20263 min

Series 7 Exam Prep 10, Discretionary Accounts and Trading Authority

Jun 17, 20263 min

Series 7 Exam Prep 9, Account Registrations and Ownership Types

Jun 16, 20262 min

Series 7 Exam Prep 8, Know Your Customer and Customer Investment Profile

Jun 15, 20262 min

Series 7 Exam Prep 7, Customer Account Opening Basics

Jun 14, 20263 min

Series 7 Exam Prep 6, Exempt Securities and Exempt Transactions

Jun 13, 20264 min

Series 7 Exam Prep 5, IPO Rules and New Issue Allocations

Jun 12, 20263 min

Series 7 Exam Prep 4, New Issues, Underwriting, and Prospectus Delivery

Jun 11, 20263 min

Series 7 Exam Prep 3, Broker-Dealer Business and Customer Solicitation

Jun 10, 20263 min
Copyright 2026 Ran Chen, EA, CFP®