Podcast Episodes

[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 passionat…

9 months 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 passionat…

9 months 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 passionat…

9 months 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 passionat…

9 months 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 passionat…

9 months, 1 week 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 emb…

1 year, 5 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…

1 year, 5 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 thi…

1 year, 5 months ago

[Investment] 28, Property Valuation

Uses net operating income and capitalization rate to determine property value. --

The CFP Exam is known for its difficulty, and as I embark on this le…

1 year, 5 months ago

[Investment] 7, Security Regulations

Governed by acts like the Securities Act of 1933 and 1934, regulating primary and secondary markets. --

The CFP Exam is known for its difficulty, and …

1 year, 5 months ago