As a series 7 student there are some changes to the Series 7 Study Guide involving regular way settlement of trades. On September 5, 2017 settlement on regular way trades change from trade date +3 days to trade date +2 days. https://www.sec.gov/news/press-release/2017-68-0 Also some regulations have changed. These changes have necessitated that I update some … Read more
Podcast: Play in new window | Download (Duration: 31:59 — 22.0MB)
Podcast: Play in new window | Download (Duration: 31:59 — 22.0MB)Subscribe: Email | RSS | MoreInsurance exam audio lessons sample lesson part 3 I now offer insurance exam audio lessons. This sample lesson is on Underwriting The insurance exam for life and health is an additional tests that you will need to pass either before … Read more
Podcast: Play in new window | Download (Duration: 32:27 — 22.3MB)
Podcast: Play in new window | Download (Duration: 32:27 — 22.3MB)Subscribe: Email | RSS | MoreInsurance exam audio lessons sample lesson part 2 I now offer insurance exam audio lessons. This sample lesson is on Underwriting The insurance exam for life and health is an additional tests that you will need to pass either before … Read more
Transferring MP3 files to a mobile device Gumroad lessons on a Mobile Device There are several ways in which you can listen to audio lessons purchased through Gumroad on your mobile device. The simplest method is to use the Gumroad app which is available for both android and Apple devices. Here is a link to … Read more
Podcast: Play in new window | Download (Duration: 44:32 — 30.6MB)
Podcast: Play in new window | Download (Duration: 44:32 — 30.6MB)Subscribe: Email | RSS | MoreInsurance Exam Audio Study Guide Insurance Exam Audio Study Guide Life Health Exam Total lesson listening time is 12 hours This course is designed to help insurance professionals prepare to take the Life Health Insurance Exam through Listening to audio … Read more
As I write this (June 28,2017) I am in the process of setting up series 7 quizzes for each of the lessons in the 58 lesson audio series 7 study guide. When these are done I will then bundle the series 7 quizzes with the audio course and the price for the full Series 7 … Read more
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Podcast: Play in new window | Download (Duration: 10:23 — 4.8MB)
Podcast: Play in new window | Download (Duration: 10:23 — 4.8MB)Subscribe: Email | RSS | MoreFor those of you who signed up for the daily quizzes The Quiz website I used to deliver you quizzes (qzzr.com) seems to no longer working with the quizzes I created. I will be taking down the sign-up form for … Read more
Podcast: Play in new window | Download (Duration: 51:25 — 23.7MB)
Podcast: Play in new window | Download (Duration: 51:25 — 23.7MB)Subscribe: Email | RSS | MoreInterview with Jim Odom founder of PreSonus Corp. In this lesson I divert our attention away from studying for the series 7 examination and instead I want you to start thinking about how you are going to attract clients. In … Read more
Podcast: Play in new window | Download (Duration: 24:10 — 11.1MB)
Podcast: Play in new window | Download (Duration: 24:10 — 11.1MB)Subscribe: Email | RSS | MoreThis is a sample lesson from the new audio course for the Series 63 Exam Series 63 Exam lesson 2 Business Practices customer accounts part 2 Anti-fraud Rules Client Consent Contract Requirements Investment Advisory Agreement Requirements Sharing of Gains and … Read more