
Open Exam Prep
by Ran Chen, EA, CFP®
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From 41 epsHost
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Recent episodes
Series 7 Exam Prep 44, Long Calls and Long Puts
Jul 21, 2026
3m 36s
Series 7 Exam Prep 43, Options Contract Basics
Jul 20, 2026
3m 31s
Series 7 Exam Prep 42, Variable Life and Insurance Products
Jul 19, 2026
3m 08s
Series 7 Exam Prep 41, Variable Annuity Suitability and Exchanges
Jul 18, 2026
5m 29s
Series 7 Exam Prep 40, Variable Annuities Basics
Jul 17, 2026
2m 53s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/21/26 | options tradinglong calls+3 | — | Series 7 ExamOpen Exam Prep+1 | — | long calllong put+5 | — | 3m 36s | ||
| 7/20/26 | options contractscall options+3 | — | Series 7 ExamOpen Exam Prep | — | options contractcall option+5 | — | 3m 31s | ||
| 7/19/26 | insurance productsinvestment risk+4 | — | Variable LifeVariable Universal Life+3 | — | Series 7 Examinsurance licenses+4 | — | 3m 08s | ||
| 7/18/26 | variable annuity suitabilityFINRA Rule 2330+4 | — | FINRA | — | Series 7 Examvariable annuities+5 | — | 5m 29s | ||
| 7/17/26 | variable annuitiesinvestment risk+3 | — | variable annuitiesaccumulation units+4 | United States | Series 7 Examvariable annuities+4 | — | 2m 53s | ||
| 7/16/26 | ETFsClosed-End Funds+3 | — | ETFsClosed-End Funds+3 | — | Series 7 ExamETFs+4 | — | 3m 14s | ||
| 7/15/26 | mutual fund taxationdistributions+3 | — | Series 7Open Exam Prep | — | mutual fundstaxation+5 | — | 2m 53s | ||
| 7/14/26 | Mutual Fund Share ClassesSales Charges+3 | — | Class A sharesClass B shares+4 | — | Mutual FundsClass A shares+5 | — | 3m 24s | ||
| 7/13/26 | Mutual Fund StructureNet Asset Value+3 | — | Mutual FundNet Asset Value (NAV)+3 | — | Mutual FundsNAV+3 | — | 3m 08s | ||
| 7/12/26 | Series 7 exam preparationalternative investments+4 | — | Series 7Hedge Funds+2 | — | accredited investorsqualified purchasers+5 | — | 4m 03s | ||
| 6/13/26 | exempt securitiesexempt transactions+5 | — | Regulation DRule 144+2 | — | Series 7 Examexempt securities+5 | — | 4m 08s | ||
| 6/12/26 | IPO RulesNew Issue Allocations+4 | — | Series 6Series 63+5 | — | IPOFINRA Rule 5130+7 | — | 3m 36s | ||
| 6/11/26 | Series 7 ExamNew Issues+3 | — | SECOpen Exam Prep+1 | — | Series 7underwriting+5 | — | 3m 51s | ||
| 6/10/26 | Broker-Dealer BusinessCustomer Solicitation+3 | — | Series 7 ExamOpen Exam Prep+1 | — | Series 7 Exambroker-dealer+5 | — | 3m 29s | ||
| 6/9/26 | Series 7 ExamGeneral Securities Representative+3 | — | Series 7General Securities Representative license+4 | https://open-exam-prep.com/YouTube Channel+1 | Series 7General Securities Representative+5 | — | 3m 03s | ||
| 6/8/26 | Series 7 exam structureexam preparation+3 | — | Series 7 examCFP®+4 | YouTube Channel | Series 7 examexam structure+3 | — | 3m 05s | ||
| 6/7/26 | Anti-Money LaunderingSenior Protection+4 | — | Open Exam Prep | United States | Anti-Money LaunderingSenior Protection+5 | — | 3m 43s | ||
| 6/6/26 | insider tradingmarket manipulation+4 | — | EA licenseInsurance and Securities licenses+2 | China | insider tradingmarket manipulation+7 | — | 4m 32s | ||
| 6/5/26 | fiduciary dutyinvestment adviser+4 | — | EA licenseInsurance and Securities licenses+6 | — | fiduciary dutyduty of care+7 | — | 4m 51s | ||
| 6/4/26 | advisory contractsclient agreements+3 | — | Open Exam PrepYouTube Channel | — | advisory contractsclient agreements+3 | — | 2m 04s | ||
| 5/9/26 | Asset AllocationInvestment Strategies+3 | — | EA licenseInsurance and Securities licenses+3 | https://open-exam-prep.com/https://www.youtube.com/@Open-exam-prep | Asset AllocationStrategic Allocation+6 | — | 2m 47s | ||
| 5/8/26 | performance measuresSharpe Ratio+4 | — | Series 65Open Exam Prep | — | Sharpe RatioTreynor Ratio+5 | — | 3m 42s | ||
| 5/7/26 | investment riskstandard deviation+4 | — | S&P 500Open Exam Prep+1 | — | investment riskstandard deviation+5 | — | 3m 52s | ||
| 5/6/26 | Efficient Market Hypothesisinvestment strategies+4 | — | Series 65Open Exam Prep+2 | — | Efficient Market Hypothesispassive investment+5 | — | 3m 43s | ||
| 5/5/26 | Capital Asset Pricing Modelexpected return+4 | — | Capital Asset Pricing ModelSecurity Market Line+2 | — | CAPMexpected return+6 | — | 2m 36s |
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