# Enrolled Agent Exam [Part 3] 20, Solicitation Advertising and Enrolled Agent Designations

Page: https://stenobird.com/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-3-20-solicitation-advertising-and-enrolled-agent-designations
Text version: https://stenobird.com/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-3-20-solicitation-advertising-and-enrolled-agent-designations.md
Podcast: [Finance Exam Prep](https://stenobird.com/podcast/finance-exam-prep-7658413)
Published: 2026-08-25T22:41:20+00:00
Episode link: https://open-exam-prep.com/
Audio file: https://episodes.captivate.fm/episode/0174d884-db66-4856-bf41-d2782f658099.mp3
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Duration seconds: 191

## Resource

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

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## Transcript

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