Open Exam Prep

By: Ran Chen
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  • Summary

  • The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation. "Open Exam Prep" is your ultimate companion for mastering the exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Each episode includes focused explanations, practical examples, and exam tips to help you understand key concepts, stay confident, and pass with success. Whether you’re studying during your commute, workout, or downtime, Open Exam Prep is here to guide you—one question, one topic, one victory at a time. Visit for more content: https://open-exam-prep.com/
    Copyright 2025 Ran Chen
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Episodes
  • [Retirement] 28, 457 Plans

    [Retirement] 28, 457 Plans
    Dec 31 2024

    Nonqualified deferred compensation plans for government and tax-exempt entities, with special catch-up provisions. --

    The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
    Show More Show Less
    4 mins
  • [Retirement] 27, 403(b) Plans

    [Retirement] 27, 403(b) Plans
    Dec 31 2024

    Available to public schools and certain nonprofits, with unique contribution limits and catch-up provisions. --

    The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
    Show More Show Less
    4 mins
  • [Retirement] 26, SIMPLE Plans

    [Retirement] 26, SIMPLE Plans
    Dec 31 2024

    Designed for small employers, allowing employee deferrals and employer contributions, with specific eligibility and contribution limits. --

    The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
    Show More Show Less
    4 mins

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