Free Daily Podcast Summary
FINRA Exam Tips and Career Advice - Achievable Podcast: Daily Summaries Delivered
by Achievable
Taking a FINRA exam like the SIE Exam or Series 7? Achievable’s expert FINRA 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 of experience as a licensing facilitator and director at Fidelity Investments. He is an 8X Fidelity Excellent In Action Award Winner for Licensing Facilitation. Achievable is a modern test prep platform for the GRE, FINRA exams, USMLE Step 1, AMC exams, and more. Visit us at https://achievable.me . Icons made by mynamepong from https://www.flaticon.com/
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Sep 24, 202531 min
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 this episode, Tony shares his tips for starting a successful career as a life insurance agent, including the daily habits of winners, how to find your niche, certifications, building your network, and more. Tony has graciously provided Achievable podcast listeners with a free copy of his e-book "The Questions and Answers on Life Insurance Workbook" at https://www.tonysteuer.com/pl/2148701471. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66, and the insurance life & health exam. Try our courses for free at https://achievable.me.
- Sep 18, 202545 min
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 insurance and financial literacy. In this episode, Tony covers all the basics of a life insurance agent career, including products, concepts, ethics, and insurable interest. Tony has graciously provided Achievable podcast listeners with a free copy of his e-book "The Questions and Answers on Life Insurance Workbook" at https://www.tonysteuer.com/pl/2148701471. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66, and the insurance life & health exam. Try our courses for free at https://achievable.me.
- Sep 10, 202537 min
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 episode, Brenda shares what it is like to go into property and casualty insurance as a career, including getting the job, what skills are important, and how ethics comes into play. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.
- Sep 3, 20254 min
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 anticipated. Understanding what call protection is and how to successfully shield investors from being called is an important FINRA SIE exam topic. Call features and protection are also tested on the Series 6, Series 7, Series 65, and Series 66. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.
- Aug 27, 20252 min
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 with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.
- Aug 20, 20258 min
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 each, and how these transactions are facilitated. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.
- Aug 13, 20255 min
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 FINRA exams. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.
- Aug 6, 202519 min
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 down option spreads and a 4-step approach to tackling both spread calculations. We also examine this tactic from the perspective of the FINRA Series 7 and common questions on that exam. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.
About FINRA Exam Tips and Career Advice - Achievable Podcast
Taking a FINRA exam like the SIE Exam or Series 7? Achievable’s expert FINRA 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 of experience as a licensing facilitator and director at Fidelity Investments. He is an 8X Fidelity Excellent In Action Award Winner for Licensing Facilitation. Achievable is a modern test prep platform for the GRE, FINRA exams, USMLE Step 1, AMC exams, and more. Visit us at https://achievable.me . Icons made by mynamepong from https://www.flaticon.com/
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from FINRA Exam Tips and Career Advice - Achievable Podcast in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's FINRA Exam Tips and Career Advice - Achievable Podcast daily summary?
It's a free AI-powered email that summarizes new episodes of FINRA Exam Tips and Career Advice - Achievable Podcast as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the FINRA Exam Tips and Career Advice - Achievable Podcast podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official FINRA Exam Tips and Career Advice - Achievable Podcast product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Achievable.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does FINRA Exam Tips and Career Advice - Achievable Podcast release new episodes?
FINRA Exam Tips and Career Advice - Achievable Podcast publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does FINRA Exam Tips and Career Advice - Achievable Podcast cover?
FINRA Exam Tips and Career Advice - Achievable Podcast covers topics including Education, Courses. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting FINRA Exam Tips and Career Advice - Achievable Podcast summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.