Finance Exam Prep
af Ran Chen, EA, CFP®
Seneste episode
[CFA Level I] 19, Present Value and Cash-Flow Timing
[CFA Level I] 19, Present Value and Cash-Flow Timing
Om denne podcast
Finance Exam Prep is a daily podcast designed to help future tax and finance professionals pass their certification and licensing exams with clarity and confidence.
Built and operated by OpenExamPrep, this podcast breaks down major tax exams into focused, easy-to-digest episodes covering the CPA & Enrolled Agent (EA) Exam, including Part 1 (Individuals), Part 2 (Businesses), and Part 3 (Representation, Practices, and Procedures). Each episode targets one key tax concept, common exam trap, or high-frequency test topic—making it ideal for studying during commutes, workouts, or short study sessions.
Created by Ran Chen, EA, CFP®, a financial professional and exam specialist who has personally passed multiple professional licensing exams, Tax Exam Prep was developed from firsthand experience with how complex—and often poorly explained—tax exam material can be. The goal is simple: make tax exam preparation clearer, more accessible, and more effective through structured explanations and modern learning tools. Whether you’re preparing for the EA Exam, transitioning into a tax career, or reviewing before test day, this podcast is designed to guide you step by step—one concept at a time.
Free practice tools, AI-powered explanations, and additional exam prep resources are available at: https://open-exam-prep.com/
Episoder
De nyeste 50 af 294 episoder
- [CFA Level I] 19, Present Value and Cash-Flow Timing · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 18, Index Weights and Rebalancing Effects · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 17, Time-Weighted and Money-Weighted Performance · 5 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 16, Arithmetic and Geometric Returns Tell Different Stories · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 15, Holding-Period Returns and the Risk Premium · 5 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 14, Candidate Conduct and Correct Use of the CFA Designation · 5 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 13, Priority of Transactions and Referral Fees · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 12, Avoiding or Disclosing Conflicts of Interest · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 11, Communicating Risks and Keeping Research Records · 5 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 10, Diligence and Reasonable Basis for Research · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 9, Loyalty to Employers and Additional Compensation · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 8, Performance Presentation Without Cherry-Picking · 5 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 7, Suitability and the Client Investment Mandate · 5 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 6, Fair Dealing When Recommendations Change · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 5, Misrepresentation and Crediting Other Analysts · 5 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 4, Material Nonpublic Information and the Mosaic Approach · 5 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 3, Professional Independence Under Gifts and Pressure · 5 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 2, Ethical Decisions When the Legal Minimum Is Not Enough · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- [CFA Level I] 1, The Ten Topic Areas and Your Study Plan · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 75, Final Review and Representation Strategy · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 74, E-File Acknowledgments Rejects and Post-Filing Corrections · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 73, Electronic Signatures PINs and Form 8879 · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 72, E-File Mandate EFIN and Authorized Providers · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 71, Freedom of Information and IRS Records · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 70, Taxpayer Advocate Service and Form 911 · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 69, Refund Claims and Form 843 · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 68, Innocent Spouse and Joint Liability Relief · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 67, Penalty Abatement and Reasonable Cause · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 66, Bankruptcy and the Collection Statute · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 65, Trust Fund Recovery Penalty Representation · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 64, Currently Not Collectible and Economic Hardship · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 63, Offers in Compromise · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 62, Installment Agreements · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 61, Collection Due Process and Equivalent Hearings · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 60, Assessment Lien Levy and Collection Sequence · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 59, Fast Track Settlement and Alternative Dispute Resolution · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 58, Statutory Notice and Tax Court Boundaries · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 57, Independent Office of Appeals Conferences · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 56, Thirty-Day Letter and Written Protest · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 55, Audit Reconsideration and Reopening Issues · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 54, IRS Summons Authority and Enforcement · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 53, Information Document Requests and Exam Interviews · 2 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 52, Correspondence Office and Field Examinations · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 51, How Returns Are Selected for Examination · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 50, Reading IRS Notices and Protecting Deadlines · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 49, IRS Third-Party Contacts and Direct Contact Rules · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 48, Taxpayer Bill of Rights and Publication 1 · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 47, Advising Clients About IRS Communications · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 46, Client Interviews and Fact Development · 4 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
- Enrolled Agent Exam [Part 3] 45, Building a Representation Case File · 3 min.This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access…
