Open Exam Prep – Details, episodes & analysis
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Apple Podcasts
🇨🇦 Canada - courses
05/06/2026#71🇺🇸 USA - courses
05/06/2026#33🇨🇦 Canada - courses
04/06/2026#27🇺🇸 USA - courses
04/06/2026#31🇺🇸 USA - courses
03/06/2026#38🇺🇸 USA - courses
02/06/2026#39🇺🇸 USA - courses
01/06/2026#32🇨🇦 Canada - courses
31/05/2026#88🇺🇸 USA - courses
31/05/2026#30🇨🇦 Canada - courses
30/05/2026#72
Spotify
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Shared links between episodes and podcasts
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See all- https://open-exam-prep.com/
874 shares
- https://www.youtube.com/@Open-exam-prep
609 shares
- https://linkedin.com/in/chenran818
90 shares
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See allScore global : 49%
Publication history
Monthly episode publishing history over the past years.
[Fundamentals] 15, Candidate Fitness Standards
Season 2 · Episode 15
mardi 24 décembre 2024 • Duration 04:08
Specific character and fitness standards for CFP® certification candidates. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Fundamentals] 14, Learning Styles
Season 2 · Episode 14
mardi 24 décembre 2024 • Duration 03:54
Visual, auditory, and kinesthetic methods to tailor financial advice to client preferences. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Fundamentals] 4, Code of Ethics
Season 2 · Episode 4
lundi 23 décembre 2024 • Duration 04:03
Includes honesty, integrity, client best interests, due care, conflict management, and confidentiality. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Fundamentals] 3, Financial Planning Process
Season 2 · Episode 3
lundi 23 décembre 2024 • Duration 03:58
Collaborative process to help clients meet life goals through integrated financial advice. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Fundamentals] 2, Financial Advice Definition
Season 2 · Episode 2
lundi 23 décembre 2024 • Duration 03:56
Recommendations on financial plans, asset management, and professional services. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Fundamentals] 10, Compensation Models
Season 2 · Episode 10
lundi 23 décembre 2024 • Duration 03:52
Fee-only, fee-based, and commission structures, with specific disclosure requirements. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Fundamentals] 1, Ethics Emphasis
Season 2 · Episode 1
samedi 21 décembre 2024 • Duration 04:04
Heavy focus on ethics, communication, and professional conduct in financial planning scenarios. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 19, Installment Payments of Estate Tax
Season 1 · Episode 19
vendredi 20 décembre 2024 • Duration 04:09
Sections 6166 & 6161 allow for extended payment periods for closely held business interests. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 18, Income in Respect of a Decedent (IRD)
Season 1 · Episode 18
vendredi 20 décembre 2024 • Duration 03:38
Income a decedent was entitled to but not received before death, included in the gross estate without a step-up in basis.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
[Estate Planning] 17, Generation Skipping Transfer Tax (GSTT)
Season 1 · Episode 17
vendredi 20 décembre 2024 • Duration 03:52
Imposed on transfers to individuals two or more generations younger, with specific rules for direct skips and taxable terminations.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
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