47 episodes

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.

FINRA Exam Tips and Career Advice - Achievable Podcast Achievable

    • Education
    • 4.8 • 29 Ratings

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.

    Options hedging strategies: short stock with long call option (SIE, Series 4, 7, 9, 65, 66)

    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.

    • 15 min
    Naming options spreads (tested on the Series 7 exam)

    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.

    • 13 min
    Options strategies: Short straddles (Series 4, 7, 9, 65 and 66)

    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.

    • 12 min
    Options strategies: Long straddles (Series 4, 7, 9, 65 and 66)

    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.

    • 12 min
    Sell stop limit orders - how they work (FINRA SIE, Series 7, 65, 66)

    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.

    • 8 min
    Buy stop limit orders - how they work (FINRA SIE, Series 7, Series 65, Series 66)

    Buy stop limit orders - how they work (FINRA SIE, Series 7, Series 65, Series 66)

    In this podcast, Brandon explains buy stop limit orders and how investors utilize them in the secondary market. Then we analyze a practice question that could be similar to an actual FINRA or NASAA test question on buy 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.

    • 10 min

Customer Reviews

4.8 out of 5
29 Ratings

29 Ratings

fallcandle78 ,

Makes the Complicated Easy

Very good information!

investing 911 ,

Best Podcast for security exams!

Amazing clear, interesting information!
Please continue these podcasts on a regular basis.
These podcasts made me sign up for Achievable prep exam packages. So far an amazing experience!
Keep up the great work!

Top Podcasts In Education

The Mel Robbins Podcast
Mel Robbins
The Jordan B. Peterson Podcast
Dr. Jordan B. Peterson
Mick Unplugged
Mick Hunt
Digital Social Hour
Sean Kelly
TED Talks Daily
TED
Law of Attraction SECRETS
Natasha Graziano

You Might Also Like

Blue Collar Finance
capadvantage
SIE Exam: Securities Industry Essentials Exam Lessons and Information
Franz
Series 7 Exam Tutor's Podcast
Series 7 Exam Tutor
Series 65 Exam Podcast
Franz Amussen
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Stay Wealthy Retirement Podcast
Taylor Schulte, CFP®