Podcast Episodes

[SIE] 7, Fiscal Policy

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone pr…

Published on 23 hours ago

[SIE] 6, Monetary Policy Tools

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone pr…

Published on 1 day, 23 hours ago

[SIE] 5, The Federal Reserve System

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone pr…

Published on 2 days, 23 hours ago

[SIE] 4, Business Cycles

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone pr…

Published on 3 days, 23 hours ago

[SIE] 3, Economic Indicators

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone pr…

Published on 4 days, 23 hours ago

[SIE] 2, Primary vs Secondary Markets

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone pr…

Published on 5 days, 23 hours ago

[SIE] 1, Introduction to Capital Markets

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone pr…

Published on 6 days, 23 hours ago

[Investment] 9, Investment Policy Statement

Guides investment decisions by outlining client objectives, risk tolerance, and constraints. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be …

Published on 8 months ago

[Investment] 10, Market Indices

Dow Jones is price-weighted, while S&P 500 is value-weighted, reflecting different market aspects. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it …

Published on 8 months ago

[Investment] 27, Convertible Bonds

Bonds convertible into predetermined shares, offering potential for equity upside. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite chal…

Published on 8 months ago