2020 SIE Exam Lesson 46 - a podcast by Franz

SIE Exam Lesson 46 Macro and Portfolio Analysis
This is SIE Exam Lesson 46 which is going to be covering Macro Analysis and Portfolio analysis in this lesson we continue talking about “Global” or “Macro” approach to investment analysis and add portfolio analysis. We're going to cover analysis in great detail first starting with balance sheets and going on to income statements then to cash flow and then other analysis techniquesThis SIE Exam Securities Industry Essentials SIE Exam Sample Lesson 46 is another portion (about 1/4 to 1/2 of the full lesson of the full lesson) of the full lesson that we will share with you for the full new 36 hour and 35 min audio course"Securities Industry Essentials Exam Podcast Audio Lessons for the SIE Exam"The full course details:
Total Course 36 hours 53 Min of audio instruction to help you prepare for the Securities Industry Essentials Exam36 hours 53 Min of audio instruction to help you prepare for the Securities Industry Essentials Exam58 Audio Lessons for Securities Industry Essentials Exam

13 Bonus Lessons about the finance industrySecurities Industry Essentials Exam Podcast Audio Lessons for the SIE Exam

 New Series 7 Exam and SIE Exam details.

Here is a link to the table of ContentsHere is what my customers say about my audio lessons
TestimonialsFINRA has announced major changes to the Series 7 Exam effective October 1, 2018. With the introduction of the Securities Industries Essentials Exam (SIE

Exam) the new series 7 has been pared down to 125 questions from its original 250 questions.https://www.finra.org/industry/series7

However now all candidates now must now pass both the SIE exam (securities industry essentials exam) as well as the New Top-Odd Series 7 Exam. In a series7 candidate must also have an industry sponsor in order to take the examination tot to take the SIE Exam the candidate simply needs to be 18 years old and

no broker affiliation is needed..https://www.finra.org/industry/essentials-exam

“Securities Industry Essentials (SIE) ExamAvailable Beginning October 1, 2018
The Securities Industry Essentials (SIE or Essentials) Exam, available beginning October 1, 2018, is a new FINRA exam for prospective securities industryprofessionals. This introductory-level exam assesses a candidate’s knowledge of basic securities industry information including concepts fundamental to

working in the industry, such as types of products and their risks; the structure of the securities industry markets, regulatory agencies and theirfunctions; and prohibited practices.
Key Features of the Essentials Exam________________________________________
• The Essentials exam is open to anyone aged 18 or older, including students and prospective candidates interested in demonstrating basic industryknowledge to potential employers.
• Association with a firm is not required, and individuals are permitted to take the exam before or after associating with a firm.• Essentials exam results are valid for four years.
The Essentials Exam ata Glance
________________________________________Number of Items 75
Format Multiple ChoiceDuration 105 minutes
Passing Score 70%Cost $60”
New Series 7 Exam“On or After October 1, 2018
The New Series 7 Content Outline provides a comprehensive guide to the range of topics covered on the exam, as well as the depth of knowledge required. Theoutline is comprised of the four main job functions of a general securities representative. The table below lists the allocation of exam questions for each

main job function.Major Job Functions Percentage of Test Questions Number of Test Questions
(F1) Seeks Business for the Broker-Dealer from Customers and Potential Customers 7% 9(F2) Opens Accounts after Obtaining and Evaluating Customers’ Financial Profile and Investment Objectives 9% 11
(F3) Provides Customers with Information about Investments, Makes Suitable Recommendations,

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