**Welcome to Open CFP Exam Prep!** The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation. I am Ran Chen, an AI/ML engineer and a financial advisor. I would love to connect with you on [LinkedIn](https://www.linkedin.com/in/chenran818/). Please feel free to reach out with any suggestions or feedback. Thank you, and I wish you all the best on your CFP Exam Prep journey! These overviews are the quickest way to start your study: - [[Estate Planning Overview]] - [[Fundamentals of Financial Planning Overview]] - [[Insurance Planing Overview]] - [[Investment Planning Overview]] - [[Retirement Planing Overview]] - [[Tax Planning Overview]] Find this Podcast on [Apple Podcast](https://podcasts.apple.com/us/podcast/cfp-exam-prep/id1785961663), Spotify or other places. <div style="width: 100%; height: 600px; margin-bottom: 20px; border-radius: 6px; overflow: hidden;"><iframe style="width: 100%; height: 600px;" frameborder="no" scrolling="no" allow="clipboard-write" seamless src="https://player.captivate.fm/show/8e3bc7cb-ee44-41b5-9765-1845e578b83d"></iframe></div> Special Thanks: - [Obsidian](https://obsidian.md/): Notes taking - [Obsidian Copilot](https://github.com/logancyang/obsidian-copilot): Learning with AI [](https://hits.seeyoufarm.com)