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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

31:57

Best practices for new life insurance agents

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/09/24

Want to crush it as a life insurance agent? Tony Steuer worked in the life insurance field for 35 years before becoming an author on insurance and financial literacy. In this episode, Tony shares his tips for starting a successful career as a life insurance agent, including the daily habits of winners, how to find your niche, certifications, building your network, and more.Tony has graciously provided Achievable podcast listeners with a free copy of his e-book "The Questions and Answers on Life

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45:43

Life insurance basics explained for new agents

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/09/18

Considering a career as a life insurance agent or getting started at a new role? Tony Steuer worked in the life insurance field for 35 years before becoming an author on insurance and financial literacy. In this episode, Tony covers all the basics of a life insurance agent career, including products, concepts, ethics, and insurable interest.Tony has graciously provided Achievable podcast listeners with a free copy of his e-book "The Questions and Answers on Life Insurance Workbook" at

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37:06

Property and casualty insurance careers

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/09/10

Brenda Wells is a professor of risk management and insurance at East Carolina University, and the department chair for the Department of Finance and Insurance. In this episode, Brenda shares what it is like to go into property and casualty insurance as a career, including getting the job, what skills are important, and how ethics comes into play.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at

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4:21

Call protection (FINRA SIE, 6, 7, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/09/03

In this podcast, we analyze and answer a practice question on call protection. Call features are not beneficial for investors, as a call can end a bond earlier than anticipated. Understanding what call protection is and how to successfully shield investors from being called is an important FINRA SIE exam topic. Call features and protection are also tested on the Series 6, Series 7, Series 65, and Series 66. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63,

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02:49

Forward stock splits (FINRA SIE, 7, 9, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/08/27

In this podcast, we cover the concept of a forward stock split, why issuers perform them, and how to calculate changes to an investor's portfolio.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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08:26

Negotiable and redeemable securities (FINRA SIE, 6,...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/08/20

In this podcast, we analyze the difference between negotiable and redeemable securities. This concept relates to how these securities are traded, the fees associated with each, and how these transactions are facilitated.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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05:32

Bond volatility and stability (FINRA SIE, 6, 7, 63,...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/08/13

In this podcast, we cover why bond prices fluctuate and the bonds most susceptible to market price volatility. These topics are tested via suitability questions in many FINRA exams.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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19:13

Call options spreads explained (FINRA Series 7, 9)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/08/06

Options blew up during the pandemic - and if you want to trade options in today's market, you need to know about a key tactic: option spreads. In this podcast, we break down option spreads and a 4-step approach to tackling both spread calculations. We also examine this tactic from the perspective of the FINRA Series 7 and common questions on that exam. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at

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11:37

Understanding put options spreads (FINRA Series 7, 9)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/07/30

In this podcast, we cover the concept of a put option spread strategy and how investors utilize them. We then break down how to calculate maximum gain, maximum loss, and breakeven. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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08:43

Rights and warrants questions (FINRA SIE, 7, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/07/23

In this podcast, we analyze the similarities and differences of rights and warrants by walking through a practice question.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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08:26

Systematic vs. non-systematic risk (FINRA SIE, 6, 7,...

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/07/16

In this podcast, we discuss the two categories of risk - systematic and non-systematic - through the analysis of a practice question.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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10:36

Currency exchange risk (FINRA Series 7, 9, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/07/09

In this podcast, we cover the concept of currency exchange risk and how investors are impacted by currency fluctuations.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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03:21

Reverse stock splits (FINRA Series 7, 9, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/07/02

In this podcast, we cover the concept of a reverse stock split, why issuers perform them, and how to calculate changes to an investor's portfolio.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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05:24

Current yield (FINRA SIE, 7, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/06/25

In this podcast, we cover the concept of current yield, how to calculate it, and what it tells investors.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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03:04

Cash dividends (FINRA SIE, 7, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/06/18

In this podcast, we provide an analysis of why some common stock issuers pay cash dividends and others do not.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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09:08

What is common stock (FINRA SIE, 6, 7, 63, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/06/11

In this podcast, we cover the fundamentals of common stock equity securities, including an analysis of benefits and various types of issuers.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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10:42

Short put basics (FINRA SIE, 6, 7, 9, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/06/04

In this podcast, we cover the fundamentals of short put option contracts and how investors utilize them.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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10:30

Short call basics (FINRA SIE, 6, 7, 9, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/05/28

In this podcast, we cover the fundamentals of short call option contracts and how investors utilize them.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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09:24

Long put basics (FINRA SIE, 6, 7, 9, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/05/21

In this podcast, we cover the fundamentals of long put option contracts and how investors utilize them.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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10:12

Long call basics (FINRA SIE, 6, 7, 9, 65, 66)

FINRA Exam Tips and Career Advice - Achievable Podcast ·

2025/05/14

In this podcast, we cover the fundamentals of long call option contracts and how investors utilize them.Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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75 results

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