{"podcast":{"title":"Open Exam Prep","slug":"open-exam-prep-7140559","podcast_index_feed_id":7140559,"rss_url":"https://feeds.captivate.fm/open-exam-prep/","website_url":"https://open-exam-prep.com/","image_url":"https://artwork.captivate.fm/abe4183a-4dfa-4a03-97da-92d15c5d473d/_bZUi6Yzjq6h3zQu_ZsaQB5Y.jpeg","author":"Ran Chen, EA, CFP®","episode_count":363,"summary":"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/","last_synced_at":"2026-07-26T00:19:27.877390+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559"},"episodes":[{"title":"Series 7 Exam Prep 48, Straddles and Combinations","slug":"series-7-exam-prep-48-straddles-and-combinations","published_at":"2026-07-25T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-7-exam-prep-48-straddles-and-combinations","url":"https://open-exam-prep.captivate.fm/episode/series-7-exam-prep-48-straddles-and-combinations","duration_seconds":192,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-7-exam-prep-48-straddles-and-combinations/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-7-exam-prep-48-straddles-and-combinations.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Series 7 Exam Prep 47, Options Spreads","slug":"series-7-exam-prep-47-options-spreads","published_at":"2026-07-24T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-7-exam-prep-47-options-spreads","url":"https://open-exam-prep.captivate.fm/episode/series-7-exam-prep-47-options-spreads","duration_seconds":197,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-7-exam-prep-47-options-spreads/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-62-custody-rules-and-safeguarding-client-assets.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 61, Recordkeeping and Books and Records 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58, Investment Advisers Act of 1940","slug":"series-65-58-investment-advisers-act-of-1940","published_at":"2026-05-21T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-58-investment-advisers-act-of-1940","url":"https://open-exam-prep.captivate.fm/episode/series-65-58-investment-advisers-act-of-1940","duration_seconds":199,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-58-investment-advisers-act-of-1940/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-58-investment-advisers-act-of-1940.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 57, QDROs and Special Distribution 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Plan Fiduciary Standards","slug":"series-65-56-erisa-and-plan-fiduciary-standards","published_at":"2026-05-19T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-56-erisa-and-plan-fiduciary-standards","url":"https://open-exam-prep.captivate.fm/episode/series-65-56-erisa-and-plan-fiduciary-standards","duration_seconds":197,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-56-erisa-and-plan-fiduciary-standards/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-56-erisa-and-plan-fiduciary-standards.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 55, Required Minimum Distributions","slug":"series-65-55-required-minimum-distributions","published_at":"2026-05-18T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-55-required-minimum-distributions","url":"https://open-exam-prep.captivate.fm/episode/series-65-55-required-minimum-distributions","duration_seconds":138,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-55-required-minimum-distributions/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-55-required-minimum-distributions.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 54, Education Savings 529 and Coverdell","slug":"series-65-54-education-savings-529-and-coverdell","published_at":"2026-05-17T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-54-education-savings-529-and-coverdell","url":"https://open-exam-prep.captivate.fm/episode/series-65-54-education-savings-529-and-coverdell","duration_seconds":210,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-54-education-savings-529-and-coverdell/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-54-education-savings-529-and-coverdell.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 53, Traditional and Roth 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Tax-Advantaged Investment Strategies","slug":"series-65-51-tax-advantaged-investment-strategies","published_at":"2026-05-14T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-51-tax-advantaged-investment-strategies","url":"https://open-exam-prep.captivate.fm/episode/series-65-51-tax-advantaged-investment-strategies","duration_seconds":101,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-51-tax-advantaged-investment-strategies/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-51-tax-advantaged-investment-strategies.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 50, Capital 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and Jensen Performance Measures","slug":"series-65-45-sharpe-treynor-and-jensen-performance-measures","published_at":"2026-05-08T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-45-sharpe-treynor-and-jensen-performance-measures","url":"https://open-exam-prep.captivate.fm/episode/series-65-45-sharpe-treynor-and-jensen-performance-measures","duration_seconds":222,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-45-sharpe-treynor-and-jensen-performance-measures/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-45-sharpe-treynor-and-jensen-performance-measures.md","description":"Read the agent-friendly Markdown representation of this episode 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Insurance Products in Investment Planning","slug":"series-65-35-life-insurance-products-in-investment-planning","published_at":"2026-04-28T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-35-life-insurance-products-in-investment-planning","url":"https://open-exam-prep.captivate.fm/episode/series-65-35-life-insurance-products-in-investment-planning","duration_seconds":226,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-35-life-insurance-products-in-investment-planning/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-35-life-insurance-products-in-investment-planning.md","description":"Read the agent-friendly Markdown representation of this 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resource."}]},{"title":"[Series 65] 33, Options Strategies and Risk Profiles","slug":"series-65-33-options-strategies-and-risk-profiles","published_at":"2026-04-26T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-33-options-strategies-and-risk-profiles","url":"https://open-exam-prep.captivate.fm/episode/series-65-33-options-strategies-and-risk-profiles","duration_seconds":228,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-33-options-strategies-and-risk-profiles/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-33-options-strategies-and-risk-profiles.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 32, Options Basics Calls and Puts","slug":"series-65-32-options-basics-calls-and-puts","published_at":"2026-04-25T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-32-options-basics-calls-and-puts","url":"https://open-exam-prep.captivate.fm/episode/series-65-32-options-basics-calls-and-puts","duration_seconds":208,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-32-options-basics-calls-and-puts/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-32-options-basics-calls-and-puts.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 31, Hedge Funds and Private Equity","slug":"series-65-31-hedge-funds-and-private-equity","published_at":"2026-04-24T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-31-hedge-funds-and-private-equity","url":"https://open-exam-prep.captivate.fm/episode/series-65-31-hedge-funds-and-private-equity","duration_seconds":206,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-31-hedge-funds-and-private-equity/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-31-hedge-funds-and-private-equity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 30, Closed-End Funds and UITs","slug":"series-65-30-closed-end-funds-and-uits","published_at":"2026-04-23T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-30-closed-end-funds-and-uits","url":"https://open-exam-prep.captivate.fm/episode/series-65-30-closed-end-funds-and-uits","duration_seconds":171,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-30-closed-end-funds-and-uits/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-30-closed-end-funds-and-uits.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 29, Exchange-Traded Funds vs Mutual Funds","slug":"series-65-29-exchange-traded-funds-vs-mutual-funds","published_at":"2026-04-22T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-29-exchange-traded-funds-vs-mutual-funds","url":"https://open-exam-prep.captivate.fm/episode/series-65-29-exchange-traded-funds-vs-mutual-funds","duration_seconds":262,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-29-exchange-traded-funds-vs-mutual-funds/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-29-exchange-traded-funds-vs-mutual-funds.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 28, Mutual Fund Costs 12b-1 Fees and Expenses","slug":"series-65-28-mutual-fund-costs-12b-1-fees-and-expenses","published_at":"2026-04-21T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-28-mutual-fund-costs-12b-1-fees-and-expenses","url":"https://open-exam-prep.captivate.fm/episode/series-65-28-mutual-fund-costs-12b-1-fees-and-expenses","duration_seconds":221,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-28-mutual-fund-costs-12b-1-fees-and-expenses/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-28-mutual-fund-costs-12b-1-fees-and-expenses.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 27, Mutual Fund Structure and and Share Classes","slug":"series-65-27-mutual-fund-structure-and-and-share-classes","published_at":"2026-04-20T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-27-mutual-fund-structure-and-and-share-classes","url":"https://open-exam-prep.captivate.fm/episode/series-65-27-mutual-fund-structure-and-and-share-classes","duration_seconds":212,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-27-mutual-fund-structure-and-and-share-classes/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-27-mutual-fund-structure-and-and-share-classes.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 26, ADRs REITs and Other Equity Securities","slug":"series-65-26-adrs-reits-and-other-equity-securities","published_at":"2026-04-19T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-26-adrs-reits-and-other-equity-securities","url":"https://open-exam-prep.captivate.fm/episode/series-65-26-adrs-reits-and-other-equity-securities","duration_seconds":183,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-26-adrs-reits-and-other-equity-securities/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-26-adrs-reits-and-other-equity-securities.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 25, Equity Valuation Methods","slug":"series-65-25-equity-valuation-methods","published_at":"2026-04-18T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-25-equity-valuation-methods","url":"https://open-exam-prep.captivate.fm/episode/series-65-25-equity-valuation-methods","duration_seconds":234,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-25-equity-valuation-methods/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-25-equity-valuation-methods.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"[Series 65] 24, Preferred Stock Types and Features","slug":"series-65-24-preferred-stock-types-and-features","published_at":"2026-04-17T01:01:53+00:00","page_url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-24-preferred-stock-types-and-features","url":"https://open-exam-prep.captivate.fm/episode/series-65-24-preferred-stock-types-and-features","duration_seconds":264,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-24-preferred-stock-types-and-features/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/open-exam-prep-7140559/series-65-24-preferred-stock-types-and-features.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}]}