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From 16 epsHost
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Recent episodes
[Series 65] 41, Modern Portfolio Theory
May 4, 2026
3m 36s
[Series 65] 40, Suitability and Know Your Customer
May 3, 2026
3m 17s
[Series 65] 39, Accredited Investors and Qualified Purchasers
May 2, 2026
3m 53s
[Series 65] 38, Trusts and Estates as Clients
May 1, 2026
3m 23s
[Series 65] 37, Business Entity Types as Clients
Apr 30, 2026
3m 24s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/4/26 | [Series 65] 41, Modern Portfolio Theory✨ | Modern Portfolio Theoryrisk aversion+4 | — | EA licenseInsurance and Securities licenses+6 | https://open-exam-prep.com/YouTube Channel+1 | Modern Portfolio Theoryrisk aversion+4 | — | 3m 36s | |
| 5/3/26 | [Series 65] 40, Suitability and Know Your Customer✨ | Know Your Customerfiduciary standard+3 | — | EA licenseInsurance and Securities licenses+6 | — | KYCfiduciary duty+3 | — | 3m 17s | |
| 5/2/26 | [Series 65] 39, Accredited Investors and Qualified Purchasers✨ | Accredited InvestorsQualified Purchasers+4 | — | Open Exam PrepRegulation D+1 | — | Accredited InvestorQualified Purchaser+5 | — | 3m 53s | |
| 5/1/26 | [Series 65] 38, Trusts and Estates as Clients✨ | trustsestates+4 | — | EA licenseInsurance and Securities licenses (Series 6, 63, 65)+4 | — | trustsestates+5 | — | 3m 23s | |
| 4/30/26 | [Series 65] 37, Business Entity Types as Clients✨ | business entity typesfiduciary considerations+4 | — | Series 65Open Exam Prep+1 | — | sole proprietorshipgeneral partnership+6 | — | 3m 24s | |
| 4/29/26 | [Series 65] 36, Individual Client Profiles and Life Stages✨ | client life stagesasset allocation+4 | — | Series 65Open Exam Prep | — | client profilesfinancial life stages+3 | — | 4m 42s | |
| 4/28/26 | [Series 65] 35, Life Insurance Products in Investment Planning✨ | life insurance productsinvestment planning+5 | — | CFP®Series 65+3 | — | life insuranceinvestment planning+8 | — | 3m 46s | |
| 4/27/26 | [Series 65] 34, Annuities Fixed Variable and Indexed✨ | annuitiesfinancial education+3 | — | fixed annuitiesvariable annuities+3 | — | annuitiesfixed annuities+5 | — | 3m 09s | |
| 4/26/26 | [Series 65] 33, Options Strategies and Risk Profiles✨ | options strategiesrisk profiles+4 | — | Series 65Open Exam Prep | — | options strategiescovered call+5 | — | 3m 48s | |
| 4/25/26 | [Series 65] 32, Options Basics Calls and Puts✨ | options tradingcall options+4 | — | EA licenseInsurance and Securities licenses+4 | — | options basicscall options+6 | — | 3m 28s | |
| 4/24/26 | [Series 65] 31, Hedge Funds and Private Equity✨ | Hedge FundsPrivate Equity+3 | — | Hedge FundsPrivate Equity+1 | United States | Hedge FundsPrivate Equity+3 | — | 3m 26s | |
| 4/23/26 | [Series 65] 30, Closed-End Funds and UITs✨ | Closed-end fundsUnit Investment Trusts+3 | — | Closed-end fundsUnit Investment Trusts (UITs)+2 | — | Closed-end fundsUITs+3 | — | 2m 51s | |
| 4/22/26 | [Series 65] 29, Exchange-Traded Funds vs Mutual Funds✨ | Exchange-Traded FundsMutual Funds+3 | — | Exchange-Traded FundsMutual Funds+1 | — | ETFsMutual Funds+5 | — | 4m 22s | |
| 4/21/26 | [Series 65] 28, Mutual Fund Costs 12b-1 Fees and Expenses✨ | mutual fund costs12b-1 fees+4 | — | mutual fund12b-1 fees+7 | — | mutual fund12b-1 fees+5 | — | 3m 41s | |
| 4/20/26 | [Series 65] 27, Mutual Fund Structure and and Share Classes✨ | mutual fund structureshare classes+3 | — | Class A sharesClass B shares+3 | — | mutual fundsshare classes+5 | — | 3m 32s | |
| 4/19/26 | [Series 65] 26, ADRs REITs and Other Equity Securities✨ | ADRsREITs+3 | — | American Depositary Receipts (ADRs)Real Estate Investment Trusts (REITs)+3 | — | ADRsREITs+5 | — | 3m 03s |
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