Series 7 Whisperer
The Series 7 Whisperer is the voice in your head you wish you had while studying. Hosted by a retired NYSE trader and FINRA principal with 37 years on the Street, this podcast cuts through the noise to deliver the raw, r...
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- capadvantage5 eps
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- 🇿🇦ZA · Investing#11411K to 140K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
11K to 140K🎙 Weekly cadence·126 episodes·Last published 3d ago - Monthly Reach
Unique listeners across all episodes (30 days)
23K to 280K🇺🇸71%🇿🇦29% - Active Followers
Loyal subscribers who consistently listen
13K to 154K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/24/26 |  Series 63,65,66 Exam: Ethics and Prohibited Activities | Send us Fan Mail Ethics & Prohibited Activities: What You Need to Know for Your Securities Exams What's unethical, what's prohibited, and how do you recognize the difference on exam day? In this episode of Series 7 Whisperer®, we explore the ethical responsibilities, prohibited practices, and regulatory standards tested on the SIE, Series 7, Series 63, Series 65, and Series 66 exams. From misrepresentation and churning to conflicts of interest, discretionary trading, and fiduciary duties,... | 1h 12m 20s | ||||||
| 10/18/26 |  Series 7 Exam Prep: Taxes cheat sheet | Send us Fan Mail Taxes on the Series 7 exam don't have to be complicated. The problem is that tax questions show up everywhere — stocks, bonds, mutual funds, options, retirement accounts, and even wash sales. In this episode, the Series 7 Whisperer breaks down the tax concepts you actually need to know to pass the Series 7 exam. No unnecessary CPA-level details, no memorizing endless tax brackets — just the rules, shortcuts, and calculations that matter on test day. What we cover: Ordinary in... | 1h 12m 15s | ||||||
| 10/11/26 |  Series 65 and Series 66 Exam: Offer and Sale Jurisdiction | Send us Fan Mail State Jurisdiction Explained | Series 63, Series 65 & Series 66 Exam PrepWhen does a state have jurisdiction over a securities transaction? Does it matter where the customer lives, where the agent is located, or where an offer is accepted? If you're studying for the Series 63, Series 65, or Series 66 NASAA exam, understanding state jurisdiction under the Uniform Securities Act of 1956 is critical. In this episode of Blue Collar Finance, we break down Section 414 of the Un... | 25m 16s | ||||||
| 10/8/26 |  Series 7 Exam Prep: All About Order Types | Send us Fan Mail the mechanics of secondary market trading, outlining how order tickets transition from entry and execution to clearing. Broker-dealers operate either as brokers earning commissions or as dealers/market makers profiting from spreads, markups, and markdowns. Trading venues range from traditional physical locations like the NYSE, which relies on Designated Market Makers (DMMs) to maintain liquidity, to dealer-to-dealer networks such as Nasdaq and various Alternative Trading Syst... | 1h 02m 35s | ||||||
| 10/5/26 |  FORM ADV:Series 65 and Series 66 Exam | Send us Fan Mail Form ADV serves as the primary registration document utilized by investment advisors, structured into three distinct parts alongside specific schedules to inform both regulators and clients. Part 1 focuses on regulatory data, where Part 1A gathers general firm facts for both federal and state authorities, while Part 1B collects supplementary information specifically mandated for state-registered entities. Part 2 functions as the client brochure, dividing information between P... | 23m 39s | ||||||
| 9/30/26 |  SIE Exam BEATS: Preferred Stock | Send us Fan Mail Preferred stock shows up all over the Series 7, and it can feel more complicated than it really is. In this episode, we make it smaller. We cover the preferred stock concepts you need to know for the exam, including: • Preferred stock vs. common stock vs. bonds • Fixed dividends and $100 par value • Current yield • Dividend priority and liquidation priority • Cumulative vs. noncumulative preferred • Dividends in arrears • Participating preferred • Adjustable-rate preferred • ... | 41m 23s | ||||||
| 9/22/26 |  SIE Exam Beat: Bonds( Debt) | Send us Fan Mail Bond Fundamentals — learn it while you move. Bonds show up everywhere on the SIE and Series 7, and memorizing a couple of definitions isn't enough. In this episode of SIE Exam Beats, we're going deep on the bond concepts you actually need to understand for the exam — using music, repetition, examples, and the hooks that make this stuff stick. We cover par value, coupon rates, bond prices, premiums and discounts, current yield, yield to maturity, accrued interest, interest-rat... | 29m 20s | ||||||
| 9/21/26 |  SIE Exam: Rich People Buy Munis | Send us Fan Mail educational guide to municipal bonds, focusing on why they are attractive investments for individuals in high tax brackets. It highlights the tax-advantaged nature of these securities, noting that interest is typically exempt from federal taxes and sometimes state and local taxes as well. The material distinguishes between General Obligation (GO) bonds, which are supported by taxpayer funds, and revenue bonds, which rely on income from specific projects like toll roads. Key a... | 45m 59s | ||||||
| 9/19/26 |  Series7 Exam:Communications and Filing Guidelines | Send us Fan Mail regulatory framework established by FINRA for governing how financial firms communicate with the public. It distinguishes between retail, institutional, and correspondence categories, outlining specific pre-filing and post-use submission timelines based on the type of investment product and the firm's membership tenure. Key requirements include mandatory approval by a qualified principal for most retail materials to ensure compliance with industry standards. The documentation... | 26m 02s | ||||||
| 9/17/26 |  Balance Sheet vs Income Statement: Series 7 and Series 65 Exam | Send us Fan Mail financial statement and ratio analysis for both academic study and professional licensing. One source provides a specialized guide for the Series 7 exam, emphasizing that students should focus on the relationships between accounts and basic liquidity ratios rather than memorizing complex formulas. It highlights that the test prioritizes the ability to recognize financial strength or weakness to make suitable investment recommendations. The second source offers a broader corpo... | 25m 30s | ||||||
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| 9/12/26 |  SIE Exam Beat: Common Stock Deep Dive | Send us Fan Mail Study for your securities exam while you move. This podcast turns the SIE, Series 7, Series 63, Series 65, Series 66, and other securities exam concepts into songs, rhythms, hooks, and repetition designed to make the material stick. Put it on at the gym. Walk the dog. Hit the treadmill. Drive to work. Instead of finding another hour to sit at a desk, use the time you're already moving to reinforce what you're studying. These aren't just cute mnemonic songs. We deep dive into ... | 21m 36s | ||||||
| 9/8/26 | Corporate BondsFinance+4 | — | capadvantage | — | Corporate BondsFinance+5 | — | 5m 24s | ||
| 8/13/26 | cybersecurityrisk management+3 | — | NASAA | — | cybersecurity frameworkrisk management+4 | — | 5m 07s | ||
| 7/31/26 | Series 7 exam preparationvariable annuities+3 | — | variable life insuranceannuity contracts+6 | — | Series 7variable annuities+3 | — | 1h 09m 08s | ||
| 7/30/26 | investment productsmutual funds+4 | — | Mutual FundsClosed End Funds+3 | — | Series 7SIE Exam+6 | — | 1h 03m 49s | ||
| 7/21/26 | equity securitiesinvestment choices+4 | — | capadvantage | — | equitiesstocks+6 | — | 1h 09m 39s | ||
| 7/15/26 | legal business structurescorporate taxation+5 | — | C corporationsS corporations+2 | — | C corporationsS corporations+5 | — | 47m 12s | ||
| 7/13/26 | estate planningbeneficiary distribution+4 | — | — | — | per stirpesper capita+4 | — | 42m 05s | ||
| 7/10/26 | financial ratiosvaluation metrics+3 | — | capadvantage | — | financial metricsliquidity+5 | — | 57m 24s | ||
| 7/8/26 | Financial AnalysisModeling+3 | — | — | — | financial analysismodeling+3 | — | 47m 59s | ||
| 7/6/26 | data collectionvaluation analysis+3 | — | — | — | Series 79data collection+3 | — | 47m 57s | ||
| 7/1/26 | exam preparationregistration requirements+3 | — | broker-dealersinvestment advisors+3 | — | Series 63Series 65+5 | — | 56m 52s | ||
| 6/29/26 | yield curveeconomic health+5 | — | capadvantageSeries 65+1 | — | yield curveeconomic health+5 | — | 47m 46s | ||
| 6/24/26 | time value of moneyfuture value+4 | — | WikipediaBYU | — | time value of moneyfuture value+4 | — | 25m 04s | ||
| 6/22/26 | Securities Industry EssentialsSIE exam+5 | — | FINRASEC | — | SIE examprohibited activities+5 | — | 45m 22s | ||
| 6/9/26 | math conceptsSeries 65 exam+3 | — | FINRANASAA | — | Series 65math questions+5 | — | 54m 09s | ||
| 5/20/26 | Cognitive BiasesTest-Taking Strategies+4 | — | Dunning-Kruger EffectSelf-Serving Bias+4 | — | SIE ExamSeries 7 Exam+5 | — | 45m 41s | ||
| 5/5/26 | hostile takeoverGameStop+3 | — | GameStopeBay+1 | — | GameStopeBay+3 | — | 5m 20s | ||
| 4/28/26 | trustsjoint accounts+3 | — | NASAASeries 65+1 | — | trustsjoint accounts+5 | — | 14m 08s | ||
| 3/19/26 | Efficient Market HypothesisSeries 65+3 | — | capadvantageEfficient Market Hypothesis | — | Efficient Market HypothesisSeries 65+3 | — | 15m 14s | ||
| 3/14/26 | SIE ExamMarket mechanics+4 | — | capadvantage | — | SIE ExamSeries 7+7 | — | 55m 02s | ||
| 3/7/26 | Series 7 ExamCustomer Accounts+3 | — | capadvantage | — | Series 7SIE Exam+3 | — | 50m 42s | ||
| 2/15/26 | equity securitiesinvestment objectives+4 | — | — | — | equity securitiescommon stock+5 | — | 32m 15s | ||
| 1/26/26 | artificial intelligencefinance careers+3 | — | capadvantage | — | AIfinance jobs+4 | — | 11m 43s | ||
| 1/26/26 | bondsdebt securities+3 | — | Series 7capadvantage+1 | corporatemunicipal+1 | Series 7bonds+5 | — | 41m 43s | ||
| 12/22/25 | Securities ActSecurities Exchange Act+4 | — | Securities Act of 1933Securities Exchange Act of 1934 | — | SIE Examfinancial industry+5 | — | 15m 33s | ||
| 12/18/25 | 529 planstax treatment+3 | — | 529 College Savings PlansSeries 7 | — | 529 planstax timing+4 | — | 5m 49s | ||
| 11/2/25 | fund typesinvesting+3 | — | Open-End FundsClosed-End Funds+1 | — | open-end fundsclosed-end funds+3 | — | 13m 28s | ||
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Chart history for Series 7 Whisperer
Peaked at #114 in South Africa, currently #114 in South Africa.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| South Africa | — | #114 | #114 | — |
Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.