FINRA Exam Tips and Career Advice - Achievable Podcast

Calculating the intrinsic value of Put options - FINRA SIE, Series 6, 7, 63, 65, 66

What's the value of your put options? In this episode, we explain the concept of intrinsic value as it applies to options, and then show examples of how to calculate it for put options specifically. Then, we walk you through a practice question from Achievable's FINRA courses that may 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.

How to calculate the intrinsic value of Call options - FINRA SIE, Series 7

What's the value of your call options? In this episode, we explain the concept of intrinsic value as it applies to options, and then show examples of how to calculate it. Then, we walk you through a practice question from Achievable's FINRA courses that may 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.

How to calculate total return - updated for 2023 (FINRA SIE, Series 6, 7, 65, 66)

You'll need to calculate the total return of an investment strategy in order to pass the FINRA SIE and other exams, and in your work as an investment professional. In this podcast, updated for 2023, we show you how to calculate total return, what things you need to watch out for, and then guide you through a total return problem in Achievable's FINRA test programs.

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.

Real world example of Form ADV Part 2B (Series 63, 65, 66)

Form ADV Part 2B is a key form that investment advisers use to make disclosures to government agencies. It can be hard to fully appreciate Form ADV Part 2B without context, so in this podcast, we walk you through a real world example of Form ADV Part 2B. This should help you in preparing for the Series 63, 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.

Form ADV Part 2B Overview (tested on the Series 63, 65, 66)

Form ADV Part 2B is an important form that investment advisers use to make disclosures. The use of this form is tested on the NASAA Series 63, 65, and 66 exams. In this podcast, we go over the form's contents, how it is used, and walk through a practice question that you might see on the exam.

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.

Real world example of Form ADV Part 2A

The investment adviser disclosure Form ADV Part 2A is one of the key things IA compliance needs to manage and is tested on the NASAA Series 63, 65, and 66 exams. In this podcast, we walk through a real world example to help you understand the form and how it can show up on the 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.

Form ADV Part 2A overview for Series 63, 65, and 66 exams

Form ADV Part 2A is an investment adviser disclosure form that is tested on the NASAA Series 63, 65, and 66 exams. In this podcast, we go over what the form contains, what it's for, and walk through a practice question that you might see on the exam.

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.

Walkthrough of Form ADV Part 1 + a Form ADV practice question from the Series 63, 65, and 66 exams

Form ADV is the form used to register an investment adviser, and a tested topic on the NASAA Series 63, 65, and 66 exams. In this podcast, we break down Form ADV Part 1 and also go through a Series 63, 65, and 66 practice question on the topic to show how it'll show up on the exam.

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.

Investment adviser definition (FINRA SIE, Series 63, 65, 66)

What is an investment adviser? We go through the legal definition thoroughly and then analyze a practice question to show how it shows up on the FINRA exams, especially the Series 63, 65, and 66.

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.

What you need to know about Federal Covered Advisers for the Series 63, 65, and 66 exams

The criteria and process for becoming a federal covered adviser registered with the SEC are tested on the Series 63, 65, and 66 exams. In this podcast, Brandon walks you through the requirements for being federal covered, how you can lose that status, and other things you'll see on these tests.

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.