FINRA Exam Tips and Career Advice - Achievable Podcast

Best practices for new life insurance agents

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

Life insurance basics explained for new agents

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

Property and casualty insurance careers

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 ep

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

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 anti

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

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

Negotiable and redeemable securities (FINRA SIE, 6, 7, 9, 65, 66)

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

Bond volatility and stability (FINRA SIE, 6, 7, 63, 65, 66)

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 F

Call options spreads explained (FINRA Series 7, 9)

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 d

Understanding put options spreads (FINRA Series 7, 9)

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

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

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 pas

Systematic vs. non-systematic risk (FINRA SIE, 6, 7, 65, 66)

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 industr

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

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 r

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

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

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

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 FI

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

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 t

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

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

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

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 FIN

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

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 FI

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

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 FINR

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

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 FIN