Shownotes
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 current and quick ratios evaluate short-term corporate liquidity.
• Why excluding inventory provides a stricter measure of immediate short-term solvency.
• How the debt-to-equity ratio measures corporate leverage and financial risk.
• How price-to-earnings and price-to-book ratios evaluate relative stock valuation.
• How to distinguish corporate balance sheet analysis from regulatory net capital rules.
This episode is an independent preparation resource and is not affiliated with or endorsed by FINRA or NASAA. For practice questions and study tools, visit https://open-exam-prep.com/practice/series66 and https://www.youtube.com/@Open-exam-prep .
Sources checked: September 14, 2026
https://www.nasaa.org/wp-content/uploads/2023/02/Series-66-Outline-June-2023.pdf
https://www.finra.org/registration-exams-ce/qualification-exams/series66