
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 to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How to strategically focus on Function 3, which accounts for 73% of the Series 7 exam. - A method for dissecting customer profile questions to determine the most suitable investment recommendation. - Common traps embedded in options and bond math problems, including breakeven and yield calculations. - The importance of nuanced keywords like 'liquid,' 'safe,' and 'tax-advantaged' in trick questions. - A mental shortcut for correctly ordering bond yields for both premium and discount bonds. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep
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Series 7 Exam Prep 99, High-Yield Product Comparison Review

Series 7 Exam Prep 98, Regulation and Prohibited Conduct Review

Series 7 Exam Prep 97, Trading and Settlement Exam Traps

Series 7 Exam Prep 96, Communications and Disclosure Exam Traps
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