48 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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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. -
Options strategies: Short straddles (Series 4, 7, 9, 65 and 66)
We discuss short straddle options strategies, their risk & return profile, and how investors utilize them. 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. -
Options strategies: Long straddles (Series 4, 7, 9, 65 and 66)
We discuss long straddle options strategies, their risk & return profile, and how investors utilize them. 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. -
Sell stop limit orders - how they work (FINRA SIE, Series 7, 65, 66)
In this podcast, Brandon explains sell stop limit orders and how investors utilize them in the secondary market to make transactions. Then we analyze a practice question that could be similar to an actual FINRA or NASAA test question on sell stop limit orders.
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.