51 episodes
FINRA Exam Tips and Career Advice - Achievable Podcast Achievable
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- Education
Taking a FINRA exam? Achievable's expert 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 experience as a licensing facilitator and director at Fidelity Investments. He is an 8X Fidelity Excellent In Action Award Winner for Licensing Facilitation.
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Covered puts deep dive (FINRA SIE, Series 4, 7, 9, 65, 66)
Covered puts are an option income strategy that is important for traders. These strategies can be tested on the FINRA SIE and Series 4, 7, and 9 exams, as well as on NASAA's Series 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. -
Minimum maintenance in margin accounts (FINRA SIE, Series 7, 9, 10, and NASAA Series 65, 66)
In this podcast, we cover the concept of minimum maintenance in margin accounts. Then we walk you through a practice question that could look similar to an actual test question. Margin accounts can be tested on FINRA's SIE, Series 7, 9, and 10 exams, plus NASAA's Series 65 and 66 exams. This is one of many videos available on the Achievable platform - links to our learning program are above!
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. -
Combined equity and short / long margin (Series 7, 9, 10, 65, 66)
In this podcast, we walk through calculating equity in margin accounts and utilizing both long and short equity formulas. Then we work through a practice question that could look similar to an actual test question. Margin accounts are testable on the FINRA Series 7, 9, and 10 exams, as well as the NASAA Series 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. -
Taxes on options (Series 4, Series 7, and Series 9)
In this podcast, we discuss the tax implications of options transactions and work through a practice question for the FINRA Series 7 exam on the topic. Taxes on options can be tested on the FINRA Series 4, 7, and 9 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. -
Options hedging strategies: short stock with long call option (SIE, Series 4, 7, 9, 65, 66)
In this podcast, we walk you through an option hedging strategy that allows you to short stock while capping your downside: short stock and a long call. Options hedging strategies are useful in the real world and also a tested concept on the the FINRA SIE and Series 4, 7, and 9 exams, plus on NASAA's Series 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. -
Naming options spreads (tested on the Series 7 exam)
This podcast is a complete overview of naming option spreads. After going through them with you, we then walk you through a practice question that could 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.