Open Exam Prep
By Ran Chen, EA, CFP®
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Episodes: 332
Description
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/
| Episode | Date |
|---|---|
|
Series 7 Exam Prep 17, Preferred Stock Features
|
Jun 24, 2026 |
|
Series 7 Exam Prep 16, Common Stock Basics
|
Jun 23, 2026 |
|
Series 7 Exam Prep 15, Investment Objectives and Risk Tolerance
|
Jun 22, 2026 |
|
Series 7 Exam Prep 14, Suitability, Reg BI, and Recommendation Standards
|
Jun 21, 2026 |
|
Series 7 Exam Prep 13, Education Accounts and Tax-Advantaged Savings
|
Jun 20, 2026 |
|
Series 7 Exam Prep 12, Retirement Accounts and ERISA Basics
|
Jun 19, 2026 |
|
Series 7 Exam Prep 11, Margin Accounts and Customer Agreements
|
Jun 18, 2026 |
|
Series 7 Exam Prep 10, Discretionary Accounts and Trading Authority
|
Jun 17, 2026 |
|
Series 7 Exam Prep 9, Account Registrations and Ownership Types
|
Jun 16, 2026 |
|
Series 7 Exam Prep 8, Know Your Customer and Customer Investment Profile
|
Jun 15, 2026 |
|
Series 7 Exam Prep 7, Customer Account Opening Basics
|
Jun 14, 2026 |
|
Series 7 Exam Prep 6, Exempt Securities and Exempt Transactions
|
Jun 13, 2026 |
|
Series 7 Exam Prep 5, IPO Rules and New Issue Allocations
|
Jun 12, 2026 |
|
Series 7 Exam Prep 4, New Issues, Underwriting, and Prospectus Delivery
|
Jun 11, 2026 |
|
Series 7 Exam Prep 3, Broker-Dealer Business and Customer Solicitation
|
Jun 10, 2026 |
|
Series 7 Exam Prep 2, What a General Securities Representative Can Do
|
Jun 09, 2026 |
|
Series 7 Exam Prep 1, Exam Structure and Function Weighting
|
Jun 08, 2026 |
|
[Series 65] 75, Anti-Money Laundering and Senior Protection
|
Jun 07, 2026 |
|
[Series 65] 74, Insider Trading and Market Manipulation
|
Jun 06, 2026 |
|
[Series 65] 73, Fiduciary Duty and Prohibited Practices
|
Jun 05, 2026 |
|
[Series 65] 72, Advisory Contracts and Client Agreements
|
Jun 04, 2026 |
|
[Series 65] 71, Advertising and Marketing Rules for IAs
|
Jun 03, 2026 |
|
[Series 65] 70, Exempt Securities and Exempt Transactions
|
Jun 02, 2026 |
|
[Series 65] 69, Securities Registration Methods
|
Jun 01, 2026 |
|
[Series 65] 68, Uniform Securities Act Overview
|
May 31, 2026 |
|
[Series 65] 67, Regulation Best Interest
|
May 30, 2026 |
|
[Series 65] 66, Agent and BD Registration Requirements
|
May 29, 2026 |
|
[Series 65] 65, Broker-Dealer vs Investment Adviser Distinction
|
May 28, 2026 |
|
[Series 65] 64, IAR Definition and Registration Requirements
|
May 27, 2026 |
|
[Series 65] 63, Form ADV Part 1 and Part 2 Brochure
|
May 26, 2026 |
|
[Series 65] 62, Custody Rules and Safeguarding Client Assets
|
May 25, 2026 |
|
[Series 65] 61, Recordkeeping and Books and Records Requirements
|
May 24, 2026 |
|
[Series 65] 60, IA Net Worth and Bonding Requirements
|
May 23, 2026 |
|
[Series 65] 59, State vs Federal IA Registration
|
May 22, 2026 |
|
[Series 65] 58, Investment Advisers Act of 1940
|
May 21, 2026 |
|
[Series 65] 57, QDROs and Special Distribution Situations
|
May 20, 2026 |
|
[Series 65] 56, ERISA and Plan Fiduciary Standards
|
May 19, 2026 |
|
[Series 65] 55, Required Minimum Distributions
|
May 18, 2026 |
|
[Series 65] 54, Education Savings 529 and Coverdell
|
May 17, 2026 |
|
[Series 65] 53, Traditional and Roth IRAs
|
May 16, 2026 |
|
[Series 65] 52, Qualified Retirement Plans 401k and Pension
|
May 15, 2026 |
|
[Series 65] 51, Tax-Advantaged Investment Strategies
|
May 14, 2026 |
|
[Series 65] 50, Capital Gains Tax Treatment
|
May 13, 2026 |
|
[Series 65] 49, Dollar Cost Averaging and Systematic Investing
|
May 12, 2026 |
|
[Series 65] 48, Fixed Income Portfolio Strategies
|
May 11, 2026 |
|
[Series 65] 47, Active vs Passive Investment Management
|
May 10, 2026 |
|
[Series 65] 46, Asset Allocation Strategies
|
May 09, 2026 |
|
[Series 65] 45, Sharpe Treynor and Jensen Performance Measures
|
May 08, 2026 |
|
[Series 65] 44, Alpha Beta and Standard Deviation
|
May 07, 2026 |
|
[Series 65] 43, Efficient Market Hypothesis
|
May 06, 2026 |
|
[Series 65] 42, Capital Asset Pricing Model
|
May 05, 2026 |
|
[Series 65] 41, Modern Portfolio Theory
|
May 04, 2026 |
|
[Series 65] 40, Suitability and Know Your Customer
|
May 03, 2026 |
|
[Series 65] 39, Accredited Investors and Qualified Purchasers
|
May 02, 2026 |
|
[Series 65] 38, Trusts and Estates as Clients
|
May 01, 2026 |
|
[Series 65] 37, Business Entity Types as Clients
|
Apr 30, 2026 |
|
[Series 65] 36, Individual Client Profiles and Life Stages
|
Apr 29, 2026 |
|
[Series 65] 35, Life Insurance Products in Investment Planning
|
Apr 28, 2026 |
|
[Series 65] 34, Annuities Fixed Variable and Indexed
|
Apr 27, 2026 |
|
[Series 65] 33, Options Strategies and Risk Profiles
|
Apr 26, 2026 |
|
[Series 65] 32, Options Basics Calls and Puts
|
Apr 25, 2026 |
|
[Series 65] 31, Hedge Funds and Private Equity
|
Apr 24, 2026 |
|
[Series 65] 30, Closed-End Funds and UITs
|
Apr 23, 2026 |
|
[Series 65] 29, Exchange-Traded Funds vs Mutual Funds
|
Apr 22, 2026 |
|
[Series 65] 28, Mutual Fund Costs 12b-1 Fees and Expenses
|
Apr 21, 2026 |
|
[Series 65] 27, Mutual Fund Structure and and Share Classes
|
Apr 20, 2026 |
|
[Series 65] 26, ADRs REITs and Other Equity Securities
|
Apr 19, 2026 |
|
[Series 65] 25, Equity Valuation Methods
|
Apr 18, 2026 |
|
[Series 65] 24, Preferred Stock Types and Features
|
Apr 17, 2026 |
|
[Series 65] 23, Common Stock Fundamentals
|
Apr 16, 2026 |
|
[Series 65] 22, Bond Pricing Yields and Duration
|
Apr 15, 2026 |
|
[Series 65] 21, Municipal Bonds GO vs Revenue
|
Apr 14, 2026 |
|
[Series 65] 20, Corporate Bonds Types and Features
|
Apr 13, 2026 |
|
[Series 65] 19, Government Agency Securities
|
Apr 12, 2026 |
|
[Series 65] 18, US Treasury Securities
|
Apr 11, 2026 |
|
[Series 65] 17, Cash Equivalents and Money Market Instruments
|
Apr 10, 2026 |
|
[Series 65] 16, Currency Risk and Political Risk
|
Apr 09, 2026 |
|
[Series 65] 15, Inflation Risk Liquidity Risk and Opportunity Cost
|
Apr 08, 2026 |
|
[Series 65] 14, Interest Rate Risk and Reinvestment Risk
|
Apr 07, 2026 |
|
[Series 65] 13, Types of Risk Systematic vs Unsystematic
|
Apr 06, 2026 |
|
[Series 65] 12, Descriptive Statistics and Correlation
|
Apr 05, 2026 |
|
[Series 65] 11, NPV IRR and Internal Rate of Return
|
Apr 04, 2026 |
|
[Series 65] 10, Time Value of Money Calculations
|
Apr 03, 2026 |
|
[Series 65] 9, Financial Ratios and Analysis
|
Apr 02, 2026 |
|
[Series 65] 8, Financial Statements and Accounting Fundamentals
|
Apr 01, 2026 |
|
[Series 65] 7, International Economics and Balance of Payments
|
Mar 31, 2026 |
|
[Series 65] 6, Interest Rates and Yield Curves
|
Mar 30, 2026 |
|
[Series 65] 5, Inflation Deflation and the Consumer Price Index
|
Mar 29, 2026 |
|
[Series 65] 4, Fiscal Policy and Government Spending
|
Mar 28, 2026 |
|
[Series 65] 3, The Federal Reserve and Monetary Policy
|
Mar 27, 2026 |
|
[Series 65] 2, Leading Lagging and Coincident Indicators
|
Mar 26, 2026 |
|
[Series 65] 1, Business Cycles and Economic Phases
|
Mar 25, 2026 |
|
[Series 6] 30, Anti-Money Laundering and Ethics
|
Mar 08, 2026 |
|
[Series 6] 29, Advertising and Sales Literature Rules
|
Mar 07, 2026 |
|
[Series 6] 28, SEC and FINRA Regulations
|
Mar 06, 2026 |
|
[Series 6] 27, Customer Account Types
|
Mar 05, 2026 |
|
[Series 6] 26, Suitability and Customer Profiles
|
Mar 04, 2026 |
|
[Series 6] 25, Coverdell Education Savings Accounts
|
Mar 03, 2026 |
|
[Series 6] 24, 529 Education Savings Plans
|
Mar 02, 2026 |
|
[Series 6] 23, Employer Retirement Plans
|
Mar 01, 2026 |
|
[Series 6] 22, Roth IRA Rules
|
Feb 28, 2026 |
|
[Series 6] 21, Traditional IRA Rules
|
Feb 27, 2026 |
|
[Series 6] 20, Life Insurance Taxation
|
Feb 26, 2026 |
|
[Series 6] 19, Variable Universal Life Insurance
|
Feb 25, 2026 |
|
[Series 6] 18, Variable Life Insurance Basics
|
Feb 24, 2026 |
|
[Series 6] 17, 1035 Exchanges
|
Feb 23, 2026 |
|
[Series 6] 16, Variable Annuity Taxation
|
Feb 22, 2026 |
|
[Series 6] 15, Variable Annuity Fees and Charges
|
Feb 21, 2026 |
|
[Series 6] 14, Variable Annuity Payout Options
|
Feb 20, 2026 |
|
[Series 6] 13, Variable Annuity Separate Accounts
|
Feb 19, 2026 |
|
[Series 6] 12, Variable Annuities Overview
|
Feb 18, 2026 |
|
[Series 6] 11, Mutual Fund Prospectus and SAI
|
Feb 17, 2026 |
|
[Series 6] 10, Mutual Fund Distributions
|
Feb 16, 2026 |
|
[Series 6] 9, Index Funds and ETFs
|
Feb 15, 2026 |
|
[Series 6] 8, Types of Mutual Funds by Objective
|
Feb 14, 2026 |
|
[Series 6] 7, Mutual Fund Expenses
|
Feb 13, 2026 |
|
[Series 6] 6, Net Asset Value Calculation
|
Feb 12, 2026 |
|
[Series 6] 5, Breakpoint Violations
|
Feb 11, 2026 |
|
[Series 6] 4, Breakpoints and Sales Charge Reductions
|
Feb 10, 2026 |
|
[Series 6] 3, Mutual Fund Share Classes
|
Feb 09, 2026 |
|
[Series 6] 2, Open-End vs Closed-End Funds
|
Feb 08, 2026 |
|
[Series 6] 1, Introduction to Investment Companies
|
Feb 07, 2026 |
|
[SIE] 60, Suitability and Regulation Best Interest
|
Feb 06, 2026 |
|
[SIE] 59, Registration and Licensing
|
Feb 05, 2026 |
|
[SIE] 58, FINRA and SRO Regulation
|
Feb 04, 2026 |
|
[SIE] 57, SEC and Securities Laws
|
Feb 03, 2026 |
|
[SIE] 56, Anti-Money Laundering (AML)
|
Feb 02, 2026 |
|
[SIE] 55, Customer Protection Violations
|
Feb 01, 2026 |
|
[SIE] 54, Insider Trading
|
Jan 31, 2026 |
|
[SIE] 53, Market Manipulation
|
Jan 30, 2026 |
|
[SIE] 52, Trade Settlement and Clearing
|
Jan 29, 2026 |
|
[SIE] 51, Order Qualifiers and Execution
|
Jan 28, 2026 |
|
[SIE] 50, Order Types
|
Jan 27, 2026 |
|
[SIE] 49, Margin Accounts - Maintenance and Calls
|
Jan 26, 2026 |
|
[SIE] 48, Margin Accounts - Basics
|
Jan 25, 2026 |
|
[SIE] 47, Employer-Sponsored Retirement Plans
|
Jan 24, 2026 |
|
[SIE] 46, Traditional and Roth IRAs
|
Jan 23, 2026 |
|
[SIE] 45, Customer Account Types - Business and Fiduciary
|
Jan 22, 2026 |
|
[SIE] 44, Customer Account Types - Individual and Joint
|
Jan 21, 2026 |
|
[SIE] 43, Alternative Investments
|
Jan 20, 2026 |
|
[SIE] 42, Direct Participation Programs
|
Jan 19, 2026 |
|
[SIE] 41, REITs
|
Jan 18, 2026 |
|
[SIE] 40, Options - Max Gain, Max Loss, Breakeven
|
Jan 17, 2026 |
|
[SIE] 39, Options - Intrinsic and Time Value
|
Jan 16, 2026 |
|
[SIE] 38, Put Options - Rights and Strategies
|
Jan 15, 2026 |
|
[SIE] 37, Call Options - Rights and Strategies
|
Jan 14, 2026 |
|
[SIE] 36, Options - Introduction and Terminology
|
Jan 13, 2026 |
|
[SIE] 35, Variable Life Insurance
|
Jan 12, 2026 |
|
[SIE] 34, Variable Annuities - Features and Taxation
|
Jan 11, 2026 |
|
[SIE] 33, Variable Annuities - Basics
|
Jan 10, 2026 |
|
[SIE] 32, Closed-End Funds and UITs
|
Jan 09, 2026 |
|
[SIE] 31, Exchange-Traded Funds (ETFs)
|
Jan 08, 2026 |
|
[SIE] 30, Types of Mutual Funds
|
Jan 07, 2026 |
|
[SIE] 29, Mutual Fund Expenses and Disclosure
|
Jan 06, 2026 |
|
[SIE] 28, Mutual Fund Share Classes
|
Jan 05, 2026 |
|
[SIE] 27, Mutual Funds - Structure and Pricing
|
Jan 04, 2026 |
|
[SIE] 26, Money Market Instruments
|
Jan 03, 2026 |
|
[SIE] 25, Bond Risks - Call, Inflation, and Liquidity
|
Jan 02, 2026 |
|
[SIE] 24, Bond Risks - Interest Rate and Credit
|
Jan 01, 2026 |
|
[SIE] 23, Municipal Bond Taxation
|
Dec 31, 2025 |
|
[SIE] 22, Municipal Bonds - Revenue Bonds
|
Dec 30, 2025 |
|
[SIE] 21, Municipal Bonds - General Obligation
|
Dec 29, 2025 |
|
[SIE] 20, Government Agency Securities
|
Dec 28, 2025 |
|
[SIE] 19, U.S. Treasury Securities
|
Dec 27, 2025 |
|
[SIE] 18, Types of Corporate Bonds
|
Dec 26, 2025 |
|
[SIE] 17, Bond Pricing and Yields
|
Dec 25, 2025 |
|
[SIE] 16, Corporate Bonds Fundamentals
|
Dec 24, 2025 |
|
[SIE] 15, Rights and Warrants
|
Dec 23, 2025 |
|
[SIE] 14, Types of Preferred Stock
|
Dec 22, 2025 |
|
[SIE] 13, Preferred Stock Basics
|
Dec 21, 2025 |
|
[SIE] 12, Common Stock - Dividends and Splits
|
Dec 20, 2025 |
|
[SIE] 11, Common Stock Fundamentals
|
Dec 19, 2025 |
|
[SIE] 10, Market Participants
|
Dec 18, 2025 |
|
[SIE] 9, The Underwriting Process
|
Dec 17, 2025 |
|
[SIE] 8, Types of Securities Offerings
|
Dec 16, 2025 |
|
[SIE] 7, Fiscal Policy
|
Dec 15, 2025 |
|
[SIE] 6, Monetary Policy Tools
|
Dec 14, 2025 |
|
[SIE] 5, The Federal Reserve System
|
Dec 13, 2025 |
|
[SIE] 4, Business Cycles
|
Dec 12, 2025 |
|
[SIE] 3, Economic Indicators
|
Dec 11, 2025 |
|
[SIE] 2, Primary vs Secondary Markets
|
Dec 10, 2025 |
|
[SIE] 1, Introduction to Capital Markets
|
Dec 09, 2025 |
|
[Investment] 10, Market Indices
|
Apr 11, 2025 |
|
[Investment] 9, Investment Policy Statement
|
Apr 11, 2025 |
|
[Investment] 27, Convertible Bonds
|
Apr 11, 2025 |
|
[Investment] 28, Property Valuation
|
Apr 11, 2025 |
|
[Investment] 7, Security Regulations
|
Apr 11, 2025 |
|
[Investment] 8, Money Market Securities
|
Apr 11, 2025 |
|
[Investment] 26, Preferred Stock
|
Apr 11, 2025 |
|
[Investment] 25, Bond Immunization
|
Apr 11, 2025 |
|
[Investment] 5, Dividend Dates
|
Apr 11, 2025 |
|
[Investment] 6, Stock Splits
|
Apr 11, 2025 |
|
[Investment] 23, Original Issue Discount
|
Apr 11, 2025 |
|
[Investment] 24, Yield Curve Theories
|
Apr 11, 2025 |
|
[Investment] 17, Capital Asset Pricing Model (CAPM)
|
Apr 11, 2025 |
|
[Investment] 18, Portfolio Performance Measures
|
Apr 11, 2025 |
|
[Investment] 22, Accrued Interest
|
Apr 11, 2025 |
|
[Investment] 21, Yield Measures
|
Apr 11, 2025 |
|
[Investment] 19, Efficient Market Hypothesis
|
Apr 11, 2025 |
|
[Investment] 20, Bond Duration
|
Apr 11, 2025 |
|
[Investment] 13, Correlation Coefficient
|
Apr 11, 2025 |
|
[Investment] 14, Beta
|
Apr 11, 2025 |
|
[Investment] 15, Systematic vs. Unsystematic Risk
|
Apr 11, 2025 |
|
[Investment] 16, Modern Portfolio Theory
|
Apr 11, 2025 |
|
[Investment] 12, Coefficient of Variation
|
Apr 11, 2025 |
|
[Investment] 11, Standard Deviation
|
Apr 11, 2025 |
|
[Investment] 30, Options
|
Apr 11, 2025 |
|
[Investment] 29, Investment Companies
|
Apr 11, 2025 |
|
[Investment] 4, Research Reports
|
Mar 29, 2025 |
|
[Investment] 3, Margin Requirements
|
Mar 29, 2025 |
|
[Investment] 2, Short-Selling
|
Mar 28, 2025 |
|
[Investment] 1, Investment Options
|
Mar 28, 2025 |
|
[Insurance] 20, Social Security Benefits
|
Mar 25, 2025 |
|
[Insurance] 18, Long Term Care
|
Mar 24, 2025 |
|
[Insurance] 19, Disability Insurance
|
Mar 24, 2025 |
|
[Insurance] 16, HSA Eligibility
|
Mar 23, 2025 |
|
[Insurance] 17, COBRA Coverage
|
Mar 23, 2025 |
|
[Insurance] 14, Health Insurance
|
Mar 22, 2025 |
|
[Insurance] 15, PPACA Requirements
|
Mar 22, 2025 |
|
[Insurance] 13, Annuities
|
Mar 21, 2025 |
|
[Insurance] 12, Universal Life Insurance
|
Mar 21, 2025 |
|
[Insurance] 10, State Regulation
|
Mar 20, 2025 |
|
[Insurance] 11, Life Insurance Types
|
Mar 20, 2025 |
|
[Insurance] 8, Coinsurance Clause
|
Mar 19, 2025 |
|
[Insurance] 9, Rating Agencies
|
Mar 19, 2025 |
|
[Insurance] 7, Valuation Methods
|
Mar 18, 2025 |
|
[Insurance] 6, Exclusions and Riders
|
Mar 18, 2025 |
|
[Insurance] 2, Risk Management
|
Mar 17, 2025 |
|
[Insurance] 3, Law of Large Numbers
|
Mar 17, 2025 |
|
[Insurance] 1, Insurance Purpose
|
Mar 17, 2025 |
|
[Insurance] 4, Insurable Interest
|
Mar 17, 2025 |
|
[Insurance] 5, Agent vs. Broker
|
Mar 17, 2025 |
|
[Tax] 30, Deduction Clustering
|
Mar 16, 2025 |
|
[Tax] 29, Charitable Contributions
|
Mar 16, 2025 |
|
[Tax] 28, Gross Income Exclusions
|
Mar 16, 2025 |
|
[Tax] 27, Gross Income Inclusions
|
Mar 16, 2025 |
|
[Tax] 26, Below Market Loans
|
Mar 16, 2025 |
|
[Tax] 21, Kiddie Tax
|
Mar 15, 2025 |
|
[Tax] 25, Section 179 Deduction
|
Mar 15, 2025 |
|
[Tax] 24, Pass-Through Entity Deductions
|
Mar 15, 2025 |
|
[Tax] 23, Hobby Losses
|
Mar 15, 2025 |
|
[Tax] 22, Alternative Minimum Tax (AMT)
|
Mar 15, 2025 |
|
[Tax] 20, Child Tax Credit
|
Mar 14, 2025 |
|
[Tax] 19, Standard Deduction
|
Mar 14, 2025 |
|
[Tax] 18, Filing Status
|
Mar 14, 2025 |
|
[Tax] 16, Insurance Policy Exchanges (Section 1035)
|
Mar 14, 2025 |
|
[Tax] 17, Basic Tax Formula
|
Mar 14, 2025 |
|
[Tax] 15, Involuntary Conversions (Section 1033)
|
Mar 13, 2025 |
|
[Tax] 14, Section 1202 Stock
|
Mar 13, 2025 |
|
[Tax] 13, Section 1244 Stock
|
Mar 13, 2025 |
|
[Tax] 12, Worthless Securities
|
Mar 13, 2025 |
|
[Tax] 11, Non-Qualified Use for Section 121
|
Mar 13, 2025 |
|
[Tax] 9, Wash Sales
|
Mar 12, 2025 |
|
[Tax] 8, Ordinary Income Rates
|
Mar 12, 2025 |
|
[Tax] 6, Related Party Transactions
|
Mar 12, 2025 |
|
[Tax] 7, Long-Term Capital Gains Rates
|
Mar 12, 2025 |
|
[Tax] 10, Personal Residence Gain Exclusion
|
Mar 12, 2025 |
|
[Tax] 5, Gifted Property Basis
|
Mar 11, 2025 |
|
[Tax] 4, Inherited Property Basis
|
Mar 11, 2025 |
|
[Tax] 3, Adjustments to Basis
|
Mar 11, 2025 |
|
[Tax] 1, Types of Assets
|
Mar 11, 2025 |
|
[Tax] 2, Cost Basis
|
Mar 11, 2025 |
|
[Retirement] 28, 457 Plans
|
Dec 31, 2024 |
|
[Retirement] 27, 403(b) Plans
|
Dec 31, 2024 |
|
[Retirement] 26, SIMPLE Plans
|
Dec 31, 2024 |
|
[Retirement] 30, Stock Options
|
Dec 31, 2024 |
|
[Retirement] 29, Nonqualified Plans
|
Dec 31, 2024 |
|
[Retirement] 23, Roth vs. Traditional IRAs
|
Dec 30, 2024 |
|
[Retirement] 22, Distribution Rules
|
Dec 30, 2024 |
|
[Retirement] 21, ESOPs
|
Dec 30, 2024 |
|
[Retirement] 25, Roth IRA Conversions
|
Dec 30, 2024 |
|
[Retirement] 24, IRA Contribution Limits
|
Dec 30, 2024 |
|
[Retirement] 15, Actuarial Requirements
|
Dec 29, 2024 |
|
[Retirement] 14, Pension Plan Types
|
Dec 29, 2024 |
|
[Retirement] 13, Plan Limits
|
Dec 29, 2024 |
|
[Retirement] 12, Top-Heavy Plans
|
Dec 29, 2024 |
|
[Retirement] 11, Vesting Schedules
|
Dec 29, 2024 |
|
[Retirement] 20, Stock Bonus Plans
|
Dec 29, 2024 |
|
[Retirement] 18, 401(k) Plans
|
Dec 28, 2024 |
|
[Retirement] 17, Profit Sharing Plans
|
Dec 28, 2024 |
|
[Retirement] 16, Social Security Integration
|
Dec 28, 2024 |
|
[Retirement] 10, Highly Compensated Employees
|
Dec 28, 2024 |
|
[Retirement] 9, 50/40 Test
|
Dec 28, 2024 |
|
[Retirement] 8, Coverage Tests
|
Dec 28, 2024 |
|
[Retirement] 7, Eligibility Requirements
|
Dec 28, 2024 |
|
[Retirement] 6, ERISA Protection
|
Dec 28, 2024 |
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[Retirement] 19, Safe Harbor 401(k)
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Dec 28, 2024 |
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[Retirement] 3, Qualified Plans
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Dec 27, 2024 |
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[Retirement] 5, Defined Benefit vs. Defined Contribution
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Dec 27, 2024 |
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[Retirement] 4, Pension vs. Profit Sharing
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Dec 27, 2024 |
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[Retirement] 2, FIRE Variants
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Dec 27, 2024 |
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[Retirement] 1, Traditional vs. Alternative Retirement
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Dec 27, 2024 |
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[Fundamentals] 20, Education Savings Plans
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Dec 26, 2024 |
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[Fundamentals] 19, Consumer Protection Laws
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Dec 25, 2024 |
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[Fundamentals] 18, Fiscal Policy Tools
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Dec 25, 2024 |
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[Fundamentals] 17, Monetary Policy Tools
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Dec 25, 2024 |
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[Fundamentals] 16, Bankruptcy Reporting
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Dec 25, 2024 |
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[Fundamentals] 15, Candidate Fitness Standards
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Dec 24, 2024 |
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[Fundamentals] 14, Learning Styles
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Dec 24, 2024 |
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[Fundamentals] 13, Communication Skills
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Dec 24, 2024 |
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[Fundamentals] 12, Monitoring Plans
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Dec 24, 2024 |
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[Fundamentals] 11, Financial Planning Standards
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Dec 24, 2024 |
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[Fundamentals] 9, Confidentiality
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Dec 23, 2024 |
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[Fundamentals] 8, Conflict of Interest
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Dec 23, 2024 |
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[Fundamentals] 7, Fiduciary Duty
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Dec 23, 2024 |
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[Fundamentals] 6, Professionalism
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Dec 23, 2024 |
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[Fundamentals] 5, Continuing Education
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Dec 23, 2024 |
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[Fundamentals] 4, Code of Ethics
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Dec 23, 2024 |
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[Fundamentals] 3, Financial Planning Process
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Dec 23, 2024 |
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[Fundamentals] 2, Financial Advice Definition
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Dec 23, 2024 |
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[Fundamentals] 10, Compensation Models
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Dec 23, 2024 |
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[Fundamentals] 1, Ethics Emphasis
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Dec 21, 2024 |
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[Estate Planning] 19, Installment Payments of Estate Tax
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Dec 20, 2024 |
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[Estate Planning] 18, Income in Respect of a Decedent (IRD)
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Dec 20, 2024 |
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[Estate Planning] 17, Generation Skipping Transfer Tax (GSTT)
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Dec 20, 2024 |
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[Estate Planning] 16, Trusts in Estate Planning
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Dec 20, 2024 |
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[Estate Planning] 20, Special Use Valuation
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Dec 20, 2024 |
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[Estate Planning] 12, Gifts and Gift Tax
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Dec 19, 2024 |
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[Estate Planning] 11, Types of Property Ownership
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Dec 19, 2024 |
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[Estate Planning] 15, Applicable Exclusion Amount
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Dec 19, 2024 |
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[Estate Planning] 14, Marital and Charitable Deductions
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Dec 19, 2024 |
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[Estate Planning] 13, Crummey Provision
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Dec 19, 2024 |
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[Estate Planning] 10, Avoiding Probate
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Dec 18, 2024 |
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[Estate Planning] 9, Probate
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Dec 18, 2024 |
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[Estate Planning] 8, Methods to Transfer Property
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Dec 18, 2024 |
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[Estate Planning] 7, Power of Attorney
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Dec 18, 2024 |
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[Estate Planning] 6, Will Provisions
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Dec 18, 2024 |
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[Estate Planning] 3, Important Definitions
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Dec 17, 2024 |
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[Estate Planning] 2, Unauthorized Practice of Law
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Dec 17, 2024 |
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[Estate Planning] 1, Estate Planning Process
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Dec 17, 2024 |
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[Estate Planning] 4, Basic Documents
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Dec 17, 2024 |
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[Estate Planning] 5, Types of Wills
|
Dec 17, 2024 |