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Podcast: Series 7 Whisperer
Episode: Intro to the SIE exam part 2 8/26/2024
Description: Send a textMeeting purposeTo provide training and review key concepts for the SIE examKey TakeawaysReviewed mutual funds, options, margin accounts, and other key topicsPracticed sample exam questions and discussed correct answers/reasoningInstructor will hold an additional 1-hour Q&A session on Sunday or Monday eveningParticipants should focus on additional reading and knowledge building in the final week before the examTopicsMutual FundsReviewed A, B, and C share classes and their fee structuresDiscussed breakpoints, rights of accumulation, and letter of intentCovered NAV calculation, forward pricing, and prospectus requirementsOptionsReviewed call and put options, including max gain...