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PODCAST

FINRA Exam Tips and Career Advice - Achievable Podcast

Taking a FINRA exam like the SIE Exam or Series 7? Achievable’s expert FINRA author Brandon Rith talks studying strategy, game-day approach, and application advice for that job or university you’re applying to afterwards. Brandon Rith has 16 years of experience as a licensing facilitator and director at Fidelity Investments. He is an 8X Fidelity Excellent In Action Award Winner for Licensing Facilitation. Achievable is a modern test prep platform for the GRE, FINRA exams, USMLE Step 1, AMC exams,

education courses

All Episodes

13:21

Dividend dates - FINRA SIE & FINRA Series 7

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2024/02/21

We discuss cash dividends paid on common stock investments and related dates. Additionally, we analyze a practice question that could be similar to an actual test question on this topic. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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10:41

Calculating the intrinsic value of Put options -...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2024/02/14

What's the value of your put options? In this episode, we explain the concept of intrinsic value as it applies to options, and then show examples of how to calculate it for put options specifically. Then, we walk you through a practice question from Achievable's FINRA courses that may be similar to an actual FINRA test question on this topic. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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11:22

How to calculate the intrinsic value of Call options...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2024/02/07

What's the value of your call options? In this episode, we explain the concept of intrinsic value as it applies to options, and then show examples of how to calculate it. Then, we walk you through a practice question from Achievable's FINRA courses that may be similar to an actual FINRA test question on this topic. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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07:58

How to calculate total return - updated for 2023...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2024/01/31

You'll need to calculate the total return of an investment strategy in order to pass the FINRA SIE and other exams, and in your work as an investment professional. In this podcast, updated for 2023, we show you how to calculate total return, what things you need to watch out for, and then guide you through a total return problem in Achievable's FINRA test programs. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at

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06:58

Real world example of Form ADV Part 2B (Series 63,...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2024/01/24

Form ADV Part 2B is a key form that investment advisers use to make disclosures to government agencies. It can be hard to fully appreciate Form ADV Part 2B without context, so in this podcast, we walk you through a real world example of Form ADV Part 2B. This should help you in preparing for the Series 63, 65, and 66 exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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09:35

Form ADV Part 2B Overview (tested on the Series 63,...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2024/01/17

Form ADV Part 2B is an important form that investment advisers use to make disclosures. The use of this form is tested on the NASAA Series 63, 65, and 66 exams. In this podcast, we go over the form's contents, how it is used, and walk through a practice question that you might see on the exam. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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11:29

Real world example of Form ADV Part 2A

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2024/01/10

The investment adviser disclosure Form ADV Part 2A is one of the key things IA compliance needs to manage and is tested on the NASAA Series 63, 65, and 66 exams. In this podcast, we walk through a real world example to help you understand the form and how it can show up on the exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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11:30

Form ADV Part 2A overview for Series 63, 65, and 66...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2024/01/03

Form ADV Part 2A is an investment adviser disclosure form that is tested on the NASAA Series 63, 65, and 66 exams. In this podcast, we go over what the form contains, what it's for, and walk through a practice question that you might see on the exam. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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09:47

Walkthrough of Form ADV Part 1 + a Form ADV practice...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/12/27

Form ADV is the form used to register an investment adviser, and a tested topic on the NASAA Series 63, 65, and 66 exams. In this podcast, we break down Form ADV Part 1 and also go through a Series 63, 65, and 66 practice question on the topic to show how it'll show up on the exam. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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13:25

Investment adviser definition (FINRA SIE, Series 63,...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/12/20

What is an investment adviser? We go through the legal definition thoroughly and then analyze a practice question to show how it shows up on the FINRA exams, especially the Series 63, 65, and 66. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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14:52

What you need to know about Federal Covered Advisers...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/12/13

The criteria and process for becoming a federal covered adviser registered with the SEC are tested on the Series 63, 65, and 66 exams. In this podcast, Brandon walks you through the requirements for being federal covered, how you can lose that status, and other things you'll see on these tests. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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11:25

How to calculate after tax return on investments...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/12/06

Learn how to calculate after-tax return on you or your client's investments in this podcast. You will learn the goal of this calculation, how to interpret related FINRA test questions effectively, and why this way to measure return can have an important impact on your investment strategy. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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12:28

Common stock voting rights for the FINRA SIE exam

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/11/29

What are the voting rights of common stockholders? This is a topic you need to know inside and out on the FINRA SIE exam. We explain all aspects of common stockholders' voting rights in detail, including voting for the board of directors, voting on resolutions, and how voting powers and structures work. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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11:28

Generating income with options - covered calls &...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/11/22

We teach you how to use options income strategies, notably covered calls and covered puts, as part of your trading repertoire. These strategies are useful for retail traders with options experience, and also tested on the FINRA SIE and FINRA Series 4, Series 7, and Series 9; plus the NASAA Series 65 and Series 66 exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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12:05

Learn to hedge your Options trades (FINRA SIE, Series...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/11/15

We teach you how to use hedging strategies in your options trading to limit your risk. This is both useful for retail traders and a key options topic tested on FINRA and NASAA exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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17:25

FINRA SIE & Series 7 - Convertible preferred stock &...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/11/08

In this podcast, Achievable author Brandon Rith explains how to find the parity price in a convertible preferred stock question that you will likely see on the FINRA SIE or FINRA Series 7 exams. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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17:35

Covered calls walkthrough for FINRA exams - SIE,...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/11/01

In this podcast, Achievable author Brandon Rith picks apart an options income strategy (covered calls) question for the FINRA SIE. He breaks down each part of the problem and how to solve it in a straightforward, easy to understand way using a real world example. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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18:54

FINRA SIE + Series 7, 65, 66 - Options hedging...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/10/25

We walk you through an options hedging strategy with a long stock hedged by a long put, using the popular T-chart approach. You will find hedging strategy questions on the FINRA SIE and Series 7, as well as the NASAA Series 65 and 66. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.

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24:33

How to pass FINRA exams with a busy schedule

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/07/05

Most people don't get to sit and study for the FINRA SIE or other tests full time - so if you're wondering how you're going to fit this into your schedule, you're not alone. TheSecuritiesGuys' Jeff Tharp and Brian Kolins have helped thousands of reps pass their FINRA exams. In this episode, Jeff and Brian share their advice for passing FINRA exams while very busy, whether that's working a full-time job, handling being a single parent, and more. Achievable is a modern test prep platform for the FINRA

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32:16

How to pass the FINRA SIE when you don’t have a...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/06/20

If you don't have a finance background and are now preparing to take the FINRA SIE - don't worry, you're not alone. Most people taking the FINRA SIE nowadays, especially for sales roles, didn't get a finance degree or work on Wall Street beforehand. The FINRA SIE is your first major hurdle that you need to overcome in order to secure a lucrative career in this industry. In this episode, TheSecuritiesGuys' Jeff Tharp and Brian Kolins join us to talk strategy on how to set up your schedule, do your

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