Series 65 Updated topics: Digital Assets

Series 65 Updated topics: Digital Assets

Author: capadvantage June 2, 2023 Duration: 10:09
Send us Fan Mail we're going to discuss what you need to know about Digital Assets for the Series 65 Exam. This is an important update to the Series 65 Exam, so be sure to watch this video to learn everything you need to know! We'll discuss topics like legal requirements, product definition, and storage considerations. After watching this video, you'll be prepared to take the updated Series 65 Exam. Support the show 📚 About the Podcast Real-world finance explained the way exams and real life ...

There's a certain kind of clarity that only comes from someone who has been in the trenches, and that's exactly what you'll find with Series 7 Whisperer. This isn't about dry theory or memorizing endless lists. Instead, it channels the direct, no-nonsense guidance of a retired NYSE trader and FINRA principal who spent 37 years navigating the realities of Wall Street. Each episode feels like a focused coaching session, stripping away the academic fluff to zero in on the raw, testable truths that actually matter for the Series 7 exam. You'll hear practical breakdowns of complex topics like options pricing, suitability analysis, and the dense web of regulations, all framed through the lens of real-world application. It’s for anyone in the grind of preparation, whether you're facing a last-minute cram session or systematically working through the curriculum, seeking a more intuitive understanding. The host’s experience translates into a distinct voice-a steady, pragmatic companion in your ear that emphasizes not just passing a test, but grasping the concepts that form the foundation of a career. Tune into this podcast when you need a shortcut to the core principles, delivered with the straightforward confidence of someone who knows exactly what it takes to succeed.
Author: Language: English Episodes: 100

Series 7 Whisperer
Podcast Episodes
SIE Exam and Series 7 exam :Way too fast rundown on Structured notes [not-audio_url] [/not-audio_url]

Duration: 9:46
Send us Fan Mail Series 7 Whisperer discussed the intricacies of structured notes, including their composition, risks, and features such as 'auto callable'. He also explained the concepts of buffers and barriers in finan…
Series 6 Exam: Investment Startegies and Portfolio Analysis [not-audio_url] [/not-audio_url]

Duration: 17:01
Send us Fan Mail Support the show 📚 About the Podcast Real-world finance explained the way exams and real life actually test it. Ideal for the SIE, Series 7, Series 65/66, and anyone who wants to actually understand mone…
LIVE Q&A ALL FINRA EXAM  Apr 18, 2024 w/special guest!! Brandon Rith [not-audio_url] [/not-audio_url]

Duration: 1:23:59
Send us Fan Mail oin us LIVE for an exclusive Q&A session dedicated to all aspiring finance professionals. Whether you're tackling the Series 7, Series 63, Series 65, or Series 66 exams, this is your golden opportunity t…
SIE and Series 7 LIVE Q&A April 11 2024  replay [not-audio_url] [/not-audio_url]

Duration: 1:13:15
Send us Fan Mail oin us LIVE for an exclusive Q&A session dedicated to all aspiring finance professionals. Whether you're tackling the Series 7, Series 63, Series 65, or Series 66 exams, this is your golden opportunity t…
SIE Exam prep: What is a Pipe Offering   2 min overview [not-audio_url] [/not-audio_url]

Duration: 2:07
Send us Fan Mail Pipe offerings, formally known as Private Investments in Public Equity (PIPEs), are transactions where public companies issue securities in a private placement to investors. These offerings have grown in…
Live Q&A SIE exam and ALL FINRA and NASAA exam Apr 2 ,2024 Replay [not-audio_url] [/not-audio_url]

Duration: 1:33:58
Send us Fan Mail Join us LIVE for an exclusive Q&A session dedicated to all aspiring finance professionals. Whether you're tackling the Series 7, Series 63, Series 65, or Series 66 exams, this is your golden opportunity…
Live Q&A  All FINRA and NASAA Exams Feb 29th 2024  ( REPLAY ) [not-audio_url] [/not-audio_url]

Duration: 1:10:18
Send us Fan Mail Support the show 📚 About the Podcast Real-world finance explained the way exams and real life actually test it. Ideal for the SIE, Series 7, Series 65/66, and anyone who wants to actually understand mone…