VIDEOS
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Identifying income strategies
Understanding the concept behind the strategy
How to solve math-based questions with a T-chart
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Identifying hedging strategies
Understanding the concept behind the strategy
How to solve math-based questions with a T-chart
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Defining option spread strategies
4 step system for solving spread math problems
Understanding the concept behind the strategy
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Breaking down the Gamestop (GME) situation
Dynamics of a volatile stock market
Short sales, short squeezes, and suitability
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Agency (broker) transactions
Principal (dealer) transactions
Similarities and differences
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Negotiable securities and characteristics
Redeemable securities and characteristics
Similarities and differences
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What a call feature is
Why call protection is important
How to measure call protection
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Which bonds are most volatile
Characteristics of stable bonds
General test-taking skills
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Why companies perform stock splits
Real world example of Apple’s 2014 stock split
How to calculate changes to account positions
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The commonly covered SIE topics
Experiences of former test takers
What you should focus on when you study
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Mutual fund language and terminology
How to interpret mutual fund fact pages
How mutual funds work
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How Basic Wisdom tutoring sessions work
Technology needed to attend
My philosophy and approach to learning
iNFORMATION COVERED
What you need to bring
Test center expectations
How to prepare for your experience
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Basics of how options function
In the money and out the money
Premiums, rights, obligations, expiration
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Convertible bonds and how they work
Calculations used in convertible bond questions
Conversion ratio and conversion price
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Specific investments of a real-world mutual fund
Differences in share classes and structure
Functions of a mutual fund
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An easier way to think of discounted cash flow
Why it's similar to winning the lottery
The math behind the rules
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Definition and practicality of exemptions
Definition and practicality of exclusions
Comparison of exempt vs. excluded
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General options terminology
Relationship between long vs. short
How to visualize options transactions
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Explains the mechanics of how bonds work
A different way of thinking about bonds
Coupon, yields, maturity, trading
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Purpose of yields when discussing bonds
How to calculate Yield to Maturity
How to answer YTM questions without calculations