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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

36:00

How to answer suitability questions on the FINRA SIE...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/03/08

Suitability questions are the most common question type on the FINRA SIE and Series 7 exams, so you've got to have them down if you want to pass. Andrew Dennis is the founder of IbisPrep and Jason Billups is his FINRA tutoring lead with decades of experience as a financial planner and tutor. In this episode, Andrew and Jason walk you through all things suitability and share their tactics for answering these questions correctly on the FINRA SIE and Series 7 exams. Achievable is a modern test prep

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44:09

The basics of options strategies: income, hedging,...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/02/22

If you're new to finance, options lingo can sound like another language. We've brought the decoder. Andrew Dennis is the founder of IbisPrep and Jason Billups is his FINRA tutoring lead with decades of experience as a financial planner and tutor. In this episode, we walk listeners through the basics of options, from 'what does bullish mean' all the way to complicated straddle strategies. Achievable is a modern test prep platform for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for

en

16:41

Broker dealer exclusions + problem walkthrough...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/02/01

Last in our broker dealer mini-series is another important testable aspect of broker dealers on the Series 63, 65, and 66 exams: what are the exclusions and exceptions to the rules we just learned that change a BD's eligibility or status. Brandon Rith, Achievable FINRA author, goes through these exceptions and then walks you through a BD exclusion problem in Achievable's Series 65 course. Follow along with the podcast by opening the problem here, no signup required. Achievable is a modern test prep

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13:47

Broker dealer registration + problem walkthrough...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/01/18

Another commonly tested topic on the Series 63, 65, and 66 exams is how broker dealers are registered. Brandon Rith, Achievable FINRA author and founder of Basic Wisdom FINRA tutoring, shares how the BD registration process works at a high level before walking you through a BD registration problem in Achievable's Series 65 course. Follow along with the podcast by opening the problem here, no signup required. Achievable is a modern test prep platform for the FINRA SIE, Series 6, 7, 63, 65, and 66

en

11:56

Broker dealer definitions + problem walkthrough...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2023/01/04

Broker dealers are a commonly tested topic on the NASAA Series 63, 65, and 66 exams. In this episode, Brandon Rith, Achievable FINRA author and formerly an 8X-awarded Licensing lead at Fidelity, shares what you'll need to know about broker dealers on the exams before walking you through a BD definition problem in Achievable's Series 65 course. Follow along with the podcast by opening the problem here, no signup required. Achievable is a modern test prep platform for the FINRA SIE, Series 6, 7, 63,

en

15:31

Variable insurance policies (Series 6, 65, and 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2022/12/20

Variable insurance policies are considered a security, and therefore the only type of insurance that requires FINRA and NASAA licensing, but they're a key part of the FINRA Series 6 and included in the NASAA Series 65 and Series 66 exams. In this episode, Ken Finnen, a longtime veteran of the finance industry and FINRA tutor for decades, starts with an overview of the different types of insurance policies before diving into specific things you need to know for the Series exams related to variable

en

15:15

RIA exemptions and exclusions (Series 63, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2022/12/06

RIAs (registered investment advisers) have a lot of rules, but there's also a lot of exceptions to those rules. These rules and exceptions are heavily tested in the NASAA Series 63, 65, and 66 exams. In this episode, Ken Finnen, a longtime veteran of the finance industry and FINRA tutor for decades, walks you through everything you need to know for these exams: what constitutes an RIA, what the rules are that investment advisers need to follow, and what are the key exemptions and exclusions to those

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26:24

Deep dive on US government debt and suitability...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2022/11/23

The functionality and suitability of US government debt, specifically Treasury bills, Treasury notes, bonds, TIPs, and STRIPs, are all tested heavily on the FINRA SIE and Series 7. Ken Finnen is a longtime veteran of the finance industry and has been a FINRA tutor for decades. Ken breaks down all of these instruments, how to spot when suitability questions are asking for you to recommend them, and how rising interest rates affects them. Achievable is a modern test prep platform for the FINRA SIE,

en

22:27

How to build a study plan for FINRA exams

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2021/01/28

Getting ready to pass a high stakes exam? Perhaps your job even depends on it? Have no fear - Brandon Rith shares advice that helped thousands of students prepare for and pass FINRA exams during his time as a Lead Instructor at Fidelity Investments. Achievable is a modern test prep platform for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me

en

20:35

What to expect on the new Series 7 Top-Off Exam

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2020/09/24

Brandon Rith is the content creator for Achievable’s Series 7 program, and he discusses what to expect when you take the Series 7 exam. General dynamics of FINRA exams, the exam structure, and the most tested topics are covered in this podcast. Achievable is a modern test prep platform for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me

en

33:02

What is a bond? (FINRA SIE)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2019/10/10

Unsexy but mighty, bonds represented $39T in net value WW in 2015, while stocks were worth approximately $26T. Basic Wisdom's Brandon Rith walks you through how they're handled in the wealth management profession. Achievable is a modern test prep platform for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me

en

55:32

Deep dive into finance roles: buy side vs. sell side

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2019/08/13

Want to work in finance but don't know where to start? We walk you through the two main 'sides' of finance, the buy side and the sell side, as well as which roles fall into each category and what kind of work they entail. Brandon Rith shares his knowledge of Investment Banking (IB), Private Equity (PE), asset management firms, and hedge funds. Achievable is a modern test prep platform for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me

en

00:00

What’s on the SIE Exam

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2019/06/17

Get a full walk-through of the FINRA SIE Exam on this podcast with Brandon Rith, founder of FINRA tutoring firm Basic Wisdom and Achievable's FINRA Expert. Summarized breakdown of FINRA SIE practice exam Achievable is a modern test prep platform for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me

en

56:53

The hiring process of top financial firms

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2019/04/14

Interested in working at a top financial firm like Goldman Sachs or Fidelity Investments? We cover job search best practices before digging into the hiring process of Fortune 500 financial firms. Brandon Rith, formerly at Fidelity for over a decade, gives you an inside look at what these firms are looking for and how to maximize your chances for an offer. Achievable is a modern test prep platform for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me

en

33:32

What’s the FINRA SIE?

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2019/03/21

Today, we are going to focus on helping you launch your career in finance, covering interview tips, hiring trends, and the FINRA SIE Exam. I am joined by Brandon Rith, Founder of Basic Wisdom and Achievable's FINRA Expert. In this episode, we go over the basics: what is the FINRA SIE Exam, how hard is the SIE, and what jobs can the SIE help you get? Achievable is a modern test prep platform for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me

en

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