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Open Exam Prep

Open Exam Prep

By: Ran Chen
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About this listen

 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/Copyright 2025 Ran Chen Education
Episodes
  • [Investment] 13, Correlation Coefficient

    [Investment] 13, Correlation Coefficient
    Apr 11 2025

    Indicates how two assets move relative to each other, aiding diversification strategies. --

    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 podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
    Show More Show Less
    4 mins
  • [Investment] 14, Beta

    [Investment] 14, Beta
    Apr 11 2025

    Measures systematic risk, or sensitivity to market movements, relative to the market. --

    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 podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
    Show More Show Less
    4 mins
  • [Investment] 16, Modern Portfolio Theory

    [Investment] 16, Modern Portfolio Theory
    Apr 11 2025

    Focuses on maximizing returns for a given risk level, using concepts like the efficient frontier. --

    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 podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
    Show More Show Less
    4 mins
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