Finance Exam Prep
di Ran Chen, EA, CFP®
Ultimo episodio
[CFA Level I] 19, Present Value and Cash-Flow Timing
[CFA Level I] 19, Present Value and Cash-Flow Timing
Informazioni su questo 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/
Episodi
I 50 episodi più recenti su 294
- [CFA Level I] 19, Present Value and Cash-Flow Timing · 4 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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 minThis 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…
