Podcast Episodes

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[Series 65] 30, Closed-End Funds and UITs
[Series 65] 30, Closed-End Funds and UITs

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 pass…

8 hours ago

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[Series 65] 29, Exchange-Traded Funds vs Mutual Funds
[Series 65] 29, Exchange-Traded Funds vs Mutual Funds

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 pass…

1 day, 8 hours ago

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[Series 65] 28, Mutual Fund Costs 12b-1 Fees and Expenses
[Series 65] 28, Mutual Fund Costs 12b-1 Fees and Expenses

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 pass…

2 days, 8 hours ago

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[Series 65] 27, Mutual Fund Structure and and Share Classes
[Series 65] 27, Mutual Fund Structure and and Share Classes

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 pass…

3 days, 8 hours ago

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[Series 65] 26, ADRs REITs and Other Equity Securities
[Series 65] 26, ADRs REITs and Other Equity Securities

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 pass…

4 days, 8 hours ago

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[Series 65] 25, Equity Valuation Methods
[Series 65] 25, Equity Valuation Methods

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 pass…

5 days, 8 hours ago

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[Series 65] 24, Preferred Stock Types and Features
[Series 65] 24, Preferred Stock Types and Features

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 pass…

6 days, 8 hours ago

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[Series 65] 23, Common Stock Fundamentals
[Series 65] 23, Common Stock Fundamentals

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 pass…

1 week ago

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[Series 65] 22, Bond Pricing Yields and Duration
[Series 65] 22, Bond Pricing Yields and Duration

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 pass…

1 week, 1 day ago

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[Series 65] 21, Municipal Bonds GO vs Revenue
[Series 65] 21, Municipal Bonds GO vs Revenue

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 pass…

1 week, 2 days ago

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