Episode
Enrolled Agent Exam [Part 3] 20, Solicitation Advertising and Enrolled Agent Designations
- Podcast
- Finance Exam Prep
- Published
- Aug 25, 2026
- Duration seconds
- 191
- Processing state
not_requested- Canonical source
- https://open-exam-prep.com/
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Summary
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 use of "Enrolled Agent" or "EA" is permitted, but claiming to be "IRS Certified" or using the IRS logo is strictly forbidden. - All advertising, including targeted mailings, must avoid false, fraudulent, or misleading claims that create unjustified expectations. - If you advertise specific fees for services, you must honor those fees for at least 30 days after the last publication of the advertisement. - You must retain copies of all direct mail solicitations and a list of recipients for a period of at least 36 months. - Stating past accomplishments is permissible only if it can be factually substantiated and is not misleading. 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