# Uncategorized

**URL:** https://talk.achievable.me/c/uncategorized/1.md

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## [Looking for a discount for the series 7 for a returning customer](https://talk.achievable.me/t/looking-for-a-discount-for-the-series-7-for-a-returning-customer/12092)

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**Author:** [@Jana\_Kuphal1](https://talk.achievable.me/u/Jana_Kuphal1)\
**Replies:** 1\
**Last updated:** [October 23, 2026, 9:05pm UTC](https://talk.achievable.me/t/looking-for-a-discount-for-the-series-7-for-a-returning-customer/12092 "2026-10-23T21:05:49Z")

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Bought the sie, looking to buy the series 7 prep.

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## [Is the series 7 final test A (instructor Qs) hard?](https://talk.achievable.me/t/is-the-series-7-final-test-a-instructor-qs-hard/10657)

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**Author:** [@Natalie\_Kunde](https://talk.achievable.me/u/Natalie_Kunde)\
**Replies:** 1\
**Last updated:** [January 20, 2026, 5:14am UTC](https://talk.achievable.me/t/is-the-series-7-final-test-a-instructor-qs-hard/10657 "2026-01-20T05:14:07Z")

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im not sure but the questions were much deep in topic compared to the normal practice exams or random one. pls help, I have scored 62% and if you have any tips on how to revise

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## [I'm confused on this topic please assist](https://talk.achievable.me/t/im-confused-on-this-topic-please-assist/4749)

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**Author:** [@Charlie\_Ondricka](https://talk.achievable.me/u/Charlie_Ondricka)\
**Replies:** 4\
**Last updated:** [February 19, 2024, 6:49pm UTC](https://talk.achievable.me/t/im-confused-on-this-topic-please-assist/4749 "2024-02-19T18:49:40Z")

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\[79DG4\] Prohibited practices performed by agents and/or broker... | Achievable Series 63… The explanation for the answer states the margin agreement must be signed and submitted promptly after the first margin trade. T…

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## [Difference between Random Order and Repeated Drill Mode in quizzes](https://talk.achievable.me/t/difference-between-random-order-and-repeated-drill-mode-in-quizzes/3594)

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**Author:** [@Emilio\_Rogahn](https://talk.achievable.me/u/Emilio_Rogahn)\
**Replies:** 2\
**Last updated:** [July 10, 2023, 6:04pm UTC](https://talk.achievable.me/t/difference-between-random-order-and-repeated-drill-mode-in-quizzes/3594 "2023-07-10T18:04:04Z")

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Hi, I have been using the random order method for quizzes. I finally tried repeated drill mode repeatedly (no pun intended;) ) and could not notice a difference though there must be one. Would you please explain how re…

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## [Opening Sale Open Purchase Closing Sale Closing Purchase](https://talk.achievable.me/t/opening-sale-open-purchase-closing-sale-closing-purchase/3289)

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**Author:** [@Faith\_Ruecker](https://talk.achievable.me/u/Faith_Ruecker)\
**Replies:** 2\
**Last updated:** [May 20, 2023, 4:34pm UTC](https://talk.achievable.me/t/opening-sale-open-purchase-closing-sale-closing-purchase/3289 "2023-05-20T16:34:28Z")

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I have taken this quiz 12 times and not scored over a 50%! Can anyone simplify and dummy this down for me!? TY!

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## [Topic 7.4 - Is index fund and index mutual fund the same?](https://talk.achievable.me/t/topic-7-4-is-index-fund-and-index-mutual-fund-the-same/2033)

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**Author:** [@Open\_gold\_firefly](https://talk.achievable.me/u/Open_gold_firefly)\
**Replies:** 1\
**Last updated:** [September 20, 2022, 3:46pm UTC](https://talk.achievable.me/t/topic-7-4-is-index-fund-and-index-mutual-fund-the-same/2033 "2022-09-20T15:46:26Z")

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https://app.achievable.me/study/finra-sie/learn/investment-companies-exchange-traded-funds-etfs-vs-mutual-funds#a\_aid=share-topic 7.4 - Is index fund and index mutual fund the same?

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## [Does anybody have a list of book keeping retention periods in total?](https://talk.achievable.me/t/does-anybody-have-a-list-of-book-keeping-retention-periods-in-total/1459)

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**Author:** [@Alright\_crimson\_gall](https://talk.achievable.me/u/Alright_crimson_gall)\
**Replies:** 2\
**Last updated:** [April 8, 2022, 3:01am UTC](https://talk.achievable.me/t/does-anybody-have-a-list-of-book-keeping-retention-periods-in-total/1459 "2022-04-08T03:01:35Z")

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Including msrb retention periods bc I know theirs are slightly different. Thanks in advance

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## [Viatical investments](https://talk.achievable.me/t/viatical-investments/893)

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**Author:** [@A11](https://talk.achievable.me/u/A11)\
**Replies:** 9\
**Last updated:** [January 5, 2022, 5:51am UTC](https://talk.achievable.me/t/viatical-investments/893 "2022-01-05T05:51:37Z")

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Hi, Brandon, I am not clear with viatical investments. Do you have any examples on that? Please advise. Thanks

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## [Selling bonds in rising interest rate environment](https://talk.achievable.me/t/selling-bonds-in-rising-interest-rate-environment/1102)

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**Author:** [@Gray](https://talk.achievable.me/u/Gray)\
**Replies:** 1\
**Last updated:** [January 5, 2022, 12:43am UTC](https://talk.achievable.me/t/selling-bonds-in-rising-interest-rate-environment/1102 "2022-01-05T00:43:37Z")

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Am I correct in assuming that general obligation bonds may be more difficult to sell in our current interest rate environment? I’m speaking more about newly issued bonds. Since G.O. bonds use competitive bid underwriti…

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## [Getting nervous](https://talk.achievable.me/t/getting-nervous/585)

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**Author:** [@Niki](https://talk.achievable.me/u/Niki)\
**Replies:** 2\
**Last updated:** [June 15, 2021, 9:45pm UTC](https://talk.achievable.me/t/getting-nervous/585 "2021-06-15T21:45:54Z")

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Test date is set for June 25th… getting nervous, all tips welcome.

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## [Question on LLC](https://talk.achievable.me/t/question-on-llc/480)

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**Author:** [@A11](https://talk.achievable.me/u/A11)\
**Replies:** 5\
**Last updated:** [April 9, 2021, 5:25am UTC](https://talk.achievable.me/t/question-on-llc/480 "2021-04-09T05:25:57Z")

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Can a LLC dissolve without a full voting from all managing members, especially in state of Delaware? Like missing a vote from all members.

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## [What's the difference between gowth funds and value funds?](https://talk.achievable.me/t/whats-the-difference-between-gowth-funds-and-value-funds/469)

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**Author:** [@A11](https://talk.achievable.me/u/A11)\
**Replies:** 2\
**Last updated:** [April 8, 2021, 5:06am UTC](https://talk.achievable.me/t/whats-the-difference-between-gowth-funds-and-value-funds/469 "2021-04-08T05:06:39Z")

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Hi, Brandon, I see many overlapping between growth funds and value funds portfolio on their holdings. My understanding is if someone took the risk tolerance profile and be placed to a specific investment objective, you …

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## [Can you set up a Traditional IRA with after-tax money?](https://talk.achievable.me/t/can-you-set-up-a-traditional-ira-with-after-tax-money/454)

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**Author:** [@A11](https://talk.achievable.me/u/A11)\
**Replies:** 1\
**Last updated:** [March 12, 2021, 11:08pm UTC](https://talk.achievable.me/t/can-you-set-up-a-traditional-ira-with-after-tax-money/454 "2021-03-12T23:08:07Z")

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Hi, Brandon, Can anyone set up a traditional IRA (qualified) with after-tax money (say from bank checking/saving accounts), which is non-qualified money? I am not referring that client already has a qualified IRA and wa…

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## [Minimium Maintence call](https://talk.achievable.me/t/minimium-maintence-call/428)

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**Author:** [@A11](https://talk.achievable.me/u/A11)\
**Replies:** 0\
**Last updated:** [February 25, 2021, 3:47am UTC](https://talk.achievable.me/t/minimium-maintence-call/428 "2021-02-25T03:47:54Z")

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Hi, Brandon, What is the formula for calculating the minimum maintenance call for LA and SA respectively?

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## [Hedge Strategies and Income Strategies on options](https://talk.achievable.me/t/hedge-strategies-and-income-strategies-on-options/425)

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**Author:** [@A11](https://talk.achievable.me/u/A11)\
**Replies:** 3\
**Last updated:** [February 22, 2021, 11:13pm UTC](https://talk.achievable.me/t/hedge-strategies-and-income-strategies-on-options/425 "2021-02-22T23:13:18Z")

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I am having a difficult time putting the hedge and income strategies on options in a formula format. Does Achievable have a matrix like the long/short call/put options to show the formula for that?

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## [Bid/Ask and what does it represent](https://talk.achievable.me/t/bid-ask-and-what-does-it-represent/411)

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**Author:** [@bradydayton](https://talk.achievable.me/u/bradydayton)\
**Replies:** 1\
**Last updated:** [February 13, 2021, 5:32pm UTC](https://talk.achievable.me/t/bid-ask-and-what-does-it-represent/411 "2021-02-13T17:32:55Z")

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This question has been confusing me. Can I get an explanation?

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## [Achievable and Pass Perfect](https://talk.achievable.me/t/achievable-and-pass-perfect/409)

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**Author:** [@Yellow\_aqua\_toucan](https://talk.achievable.me/u/Yellow_aqua_toucan)\
**Replies:** 1\
**Last updated:** [February 12, 2021, 4:41pm UTC](https://talk.achievable.me/t/achievable-and-pass-perfect/409 "2021-02-12T16:41:49Z")

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Hi, I have been using Acheivable and Pass Perfect to get ready for the SIE. I have found Pass Perfect more difficult and seeing a big difference in practice test scores. I am curious to hear anyone’s thoughts if they hav…

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## [Math for Investment Consultants (CIMA)](https://talk.achievable.me/t/math-for-investment-consultants-cima/407)

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**Author:** [@Brandon\_G](https://talk.achievable.me/u/Brandon_G)\
**Replies:** 1\
**Last updated:** [February 11, 2021, 6:27pm UTC](https://talk.achievable.me/t/math-for-investment-consultants-cima/407 "2021-02-11T18:27:16Z")

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Does Achievable offer a course or tutoring for math related to the CIMA/CPWA? If not, does anyone have any recommendations for help? I’m enrolling in a CIMA course through Yale SOM online this spring. I was given a mat…

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## [Series 22 Test?](https://talk.achievable.me/t/series-22-test/253)

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**Author:** [@Denver303](https://talk.achievable.me/u/Denver303)\
**Replies:** 1\
**Last updated:** [October 14, 2020, 7:56pm UTC](https://talk.achievable.me/t/series-22-test/253 "2020-10-14T19:56:24Z")

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I am trying to find information on the series 22 exams. Does anyone have any idea what happened to these?

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## [This is fucked up](https://talk.achievable.me/t/this-is-fucked-up/163)

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**Author:** [@tim](https://talk.achievable.me/u/tim)\
**Replies:** 1\
**Last updated:** [August 8, 2020, 7:48pm UTC](https://talk.achievable.me/t/this-is-fucked-up/163 "2020-08-08T19:48:23Z")

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I was trying to get a contact point on how to transition from an engineer to a work at home CSR in finance. no contact just suckville on this site

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## [Word Problems Not my strong suit](https://talk.achievable.me/t/word-problems-not-my-strong-suit/145)

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**Author:** [@Mizanne](https://talk.achievable.me/u/Mizanne)\
**Replies:** 3\
**Last updated:** [August 5, 2020, 2:46am UTC](https://talk.achievable.me/t/word-problems-not-my-strong-suit/145 "2020-08-05T02:46:58Z")

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I am hazy on the word problems, I understand the graphic, when interest goes down the premium rises, like a see-saw. I am not processing the word problems well. When I see all the numbers in the problems, I often do n…

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## [Under construction!](https://talk.achievable.me/t/under-construction/16)

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**Author:** [@Justin](https://talk.achievable.me/u/Justin)\
**Replies:** 0\
**Last updated:** [May 8, 2020, 3:32am UTC](https://talk.achievable.me/t/under-construction/16 "2020-05-08T03:32:24Z")

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Welcome to the Achievable community! We’ve just set this up and are still configuring it, so please bear with us as we figure out the best structure. Feel free to post anywhere you feel is appropriate; we’ll still be r…
