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We often get unsolicited comments from our customers here is what they say...

6/1/2023 from Lawrence L. I really appreciate your work Franz. I discovered you while studying for the 65 by searching “series 65” on Apple Podcasts. I got enough value from your free episodes to feel good purchasing the course. I really got a lot of value from your real world applications from your own experiences to the concepts and rules. I failed the first time I took the 65 by a few points but I just passed on the second time. Thank you for making the course and making it affordable. Lawrence L (c) 859-967-****
Lawrence L.
Lawrence L.
10/19/2022 Franz, we spoke about this time last year and I just wanted to reach out and let you know I passed the Series 65 exam yesterday. After listening to your audio in Gumroad and taking practice exams I thought I was good to go and should get at least 80%. I wish they they gave the score because I think I did about 90% or maybe better. Anyway, your content was very good and I appreciate the work you did on it!! Now to figure out my next steps. Very Grateful, Mark D
Mark D.
Mark D.
10/20/22 I have been listening to your podcasts with an intention of getting my Series 65. That company got bought out and I had to change plans. I got hired by another company (100 year old -Yellow color). They required 4 Licenses; SIE, Series 7, Series 66 and 215. I was provided Training materials from STC. I have taken and passed the first 3 exams. I have been playing your podcast when I drive alone and when I go to the gym. Your podcast helped tremendously! Thank You! Scott S.
Scott S
6/1/2023 Hello Mr Franz: I’m writing to thank you for your podcast which was absolutely and positively instrumental in my passing the Series 65 on the first attempt! Thanks again, Julie H.
Julie H
6/4/2023 Franz, Thank you for the updated Series 65 Exam Prep Audio Lessons for the FINRA Series 65 Exam. I loved the audio lessons and listened to them while exercising, commuting, doing housework, and traveling. I even listened while hiking in one of my favorite places - Joshua Tree National Park. The audio allowed me to immerse myself in the material with frequency, in addition to more concentrated study sessions. I'm excited to share that I passed the exam on my first try! Thank you so much for creating such a helpful resource. Best regards, Nicole T.
Nicole T.CF APMP
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Here is what my customers say about my SIE Exam Audio Lessons

8/31/2019 From: M****** L*****, MD Subject: SIE Message Body: Hi Franz, Thanks so much for the phone call the other day really appreciate the connection. Wanted to let you know that I did passed the SIE exam this afternoon. I feel like I did fairly well although as you may know you only get find out the exact score when you don't pass. I did use the entire 105 minutes and was a great joy to get the pass certificate. Will have to say that one of the best part of the past 4 weeks of studying has been listening to your podcasts. I did not take a packaged course just studied the book, took some practice tests and listened to you seemed to be enough. My financial/capital market knowledge base was so low I really did have to do some intense studying, reminiscent of my old medical school days. During your call you mentioned …… the series 7 podcast via email. ….. I'm still looking to broaden my knowledge base. No doubt I will be wanting to dive into the sailing podcast in the not to distant future. So thanks again for everything and not sure if you are taking on new clients for a wrap account but please reach out if that is a possibility. Your biggest fan. Michael
Michael
MichaelMD
7/6/2019 Valricia B***** *******@ymail.com From Valricia Subject: I passed!!!!! I passed, best 100 dollars I ever spent!! Thank you so much!!!!
Valrica
Valrica
8/7/2019 E***** T****** e*********@gmail.com These audios are really great and helpful
ET
ET
Jordan B***** j********@gmail.com> 9/1/2019 If you are looking for a way to fit additional studying into your schedule, then the S.I.E. podcast is what you need in your playlist. The S.I.E. podcast has a ton of great content and provides immense insight to the securities industries. It is a great tool for anyone with a busy schedule. I did not use the S.I.E. podcast as a primary way to study. Rather, I used it as a supplement study aid to the material I was already reading. I would listen to the podcast while I was doing yard work, walking my dog, or exercising at the gym. There is a boatload of information to be learned before you take the Securities Essentials Exam and S.I.E. podcast is a GREAT way to help solidify the information into your brain. One thing in particular I really liked was the way Franz uses real-world examples to help portray the information. The one downside to the podcast is the price. But, if you are really trying to get into the securities industry, it is seriously well worth the money. There is literally SO much to be learned. I can honestly say, using the S.I.E. podcast to support the reading I was already doing helped me PASS the exam. Overall, Franz Amussen did a great job with the S.I.E podcast. Franz is also very professional and responsive if you try to contact him. If you are looking for an additional way to learn about the securities industry, then download this podcast NOW. If you study hard and listen to what Franz has to say in each lesson, every day -- you will do just fine come test day. Jordan
Jordan
Jordan
From: Mark Javier Account Executive at Securitize - Digital Security Issuance Platform and Transfer Agent Via: Linked in December 10, 2019 I passed the Securities Industry Essentials (SIE) Exam today! Special thanks to Franz Amussen for making the SIE Podcast, Wiley Efficient Learning for producing such great test prep material, and my friend Mihai Dinulescu for studying with me. Thank you Franz Amussen! I really enjoyed listening to you describe the different concepts.
Mark Javier
Mark JavierCEO
1/09/2020 Franz, I used your podcast to pass the SIE Exam. It was as though I could hear your voice guiding me through it. Think Yoda from Star Wars. 🙂 I was able to land a job at Merrill Lynch, I started two weeks ago. Thank you for taking the time to upload the content and serve the industry. Best, Dustin Bramkamp 513.5***-**** - direct b*******@gmail.com
Dustin Bramkamp
3/10/2020 Molly B***** m****b****@gmail.com----- I passed, I passed! I listened to the SIE lessons continuously for the last 3 weeks and am absolutely sure I would not have passed the exam on my first attempt without these audio lessons. Listening to Franz explain the concepts, with added anecdotes, definitely helped the material stick. I highly recommend these audio lessons, especially if you are new to the financial services industry and trying to pass the SIE without much background.
Molly from Colorado
5/11/2020 Hello Franz My name is Daisy. I just bought your SIE audio lesson in March 2020 and your Series 7 Top Off yesterday (May 10, 2020). My SIE exam date has always been pushed every month, and finally I got a seat. I continue to listen to SIE lessons every day, and they are helping me with drilling down the concepts. As soon as I finish my SIE exam, I will (of course, take a 1-2 day break) and start Series 7. Your audio lessons truly helped make learning the SIE very easy, especially when you give real world examples. The text books (even the online learning) can be so hard to follow, so I truly appreciate your efforts in the audio lessons. Daisy from Oklahoma Sent from my iPhone
DaisyFrom Oklahoma
7/18/2020 mohammed-******@att.net Hi Franz, I am on Lesson #23 of SIE. i am glad I bought your audio podcast. I started with Kaplan. I bought the book. Studied for couple of months. Had I not bought your podcast, I would have definitely failed. I am yet to take the exam. I am an engineer, with math and science. It is like learning ABC's again. Only God knows. Thank you anyway. Mohammed
Mohammed H
Mohammed HStudent
12/28/2020 Franz, Just wanted to say thank you! After months of studying and purchasing your SIE podcasts I successfully passed my SIE exam this afternoon! This was my second time taking the test, but the first time using your podcasts! They were fantastic Franz, and were a great addition to my Kaplan book. I especially got great value out of your sections in fixed income and mutual funds. I thought your fixed income lessons honestly got me my passing grade (I received a 66% the first time around). Looking forward to using your series 66 and eventually series 7 podcasts here in the future! Your podcasts are amazing!!! Again thank you so much!! Sincerely, Geoffrey
Geoffrey
3/19/2021 Franz, Time for a quick story? I began working as an assistant for Raymond James 5 years ago. After my FA left, I became determined to become licensed. Enter Franz's podcast! You drove with me on my commute everyday for months and taught me the SIE and Series 7, which I have now passed both! I will begin on the next Series very shortly. So that in itself is important, and I am thankful for your teaching style that allowed me to study during that time in my day. However, here's the cool part: RJ recently had a virtual conference and we were asked to write down the top 5 people who helped influence you to reach a goal. YOU, my friend, are who I thought of first! Hope you are healthy and happy during these times. Sincerely, K......
Karen PetersRegistered Rep
5/2/2021 Good morning Franz, I just wanted to let you know that I took and passed the SIE Exam yesterday. Your lessons were a huge help! I couldn't study at work, but I listened to your material on my way to and from work and on many stroller walks with my toddler. Supplementing my third party (Kaplan) study material with the SIE Podcast gave me enough confidence to bump my test date up 2 weeks! I appreciate all you're doing to educate people who are interested in making their way into the industry, and your personal phone call meant a lot to me. I hope you're having a great weekend. Looking forward to hearing your voice on the Series 7 Podcast which I will dive into after taking a few days off. Thanks again! - Jamison McAndie
Jameson McAndie
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Here is what my customers say about my Series 7 Audio Lessons

From: Hayley D ***** [mailto:hayley*******@gmail.com] Sent: Monday, December 18, 2017 6:54 PM Subject: Thank you for your glorious podcast! Hi Franz, I’m studying for the series 7 while working a full time (12 hour/day) job, have a toddler at home and another kiddo on the way. As a supplemental tool as I drive between meetings in Los Angeles, it’s brilliant. I especially love the editorial commentary as it puts everything into perspective. I haven’t tried the videos or done any of the quizzes yet but I’m a big fan so far and just getting started. My test is January 27. Wish me luck! Any tips or additional feedback you have to share much appreciated. Your biggest fan, Hayley
tim*****@gmail.com wrote: Hi Franz, Thank you so much for the podcasts. I started out with the free ones and then ordered the package. This week I passed! I studied and read for a few months in between work and listened to your podcasts in my commute to work and anytime in the car. Two days leading up to the test I basically stopped working to study full time and the day before got a hotel room near the testing center and did practice tests all day and night. You state multiple times that your podcasts are not going to get you to pass alone but I am certain that they blessed me with the extra understanding and reinforcement that helped me pass! Best regards, Tim *****
kj*******@gmail.com Subject: Podcasts-Thank you! Message Body: Hi Franz, I wanted to say thank you for putting out your podcasts. I purchased the Series 7 about a year ago and the 63 about 4 or 5 months ago. I felt very comfortable going into the Series 7, which your podcasts laid a very solid foundation for me. The podcasts alone would not have allowed me to pass the exam (as you clearly point out several times in the podcast), but they got me about 70% there, and gave me the foundation I needed to pass my exams the first time. As for the Series 63- there's no doubt in my mind that I would have failed without your podcast. I listened to the podcast on the way down to my exams (about 3 hours), and thank goodness I did! I could hear your voice in my head as the questions popped up, which helped me pass the 63 on the first time as well. I am grateful that you took the time to put the podcast out, at a very reasonable rate. Thank you very much. Have a great day! Sincerely, Kevin ******
From: Kristie Vold****g <k******g@gmail.com> Subject: Thank you Message Body: I just wanted to thank you for putting this podcast out there. I passed my series 7 exam on the first attempt yesterday by listening to your podcasts while running and using the Kaplan product. Great job and THANK YOU!!
PASS SERIES 66 !! Hi Franz:: Good evening ............. Just to provide a little feedback from my exam that I passed this morning ( SERIES 66) I bought your Post Cast Series 63 and used it for the SERIES 66 exam. basically once again, I was able to answer questions directly from your Post Cast. You have a very good training material, just with a little more promotion more people will buy it Some suggestions: - Package a complete SERIES 66 Audio / Pod Cast ( Only One download for iPhone) - Keep using real examples, that makes more sense at the time of training. I am an Engineer willing to learn, I was always using logic and common sense to understand - Keep using your Dad and Mom example, probably the best part for me. We are not in this world without them!! .... and the example is real. ..... the competitor: 'Salomon' Pod Cast is a person reading a book like a computer. - Keep using your firm as a real example on registered Investment Advisor - Keep talking about general comments of the Investment history in USA. This is also part of the learning process to understand why the government implemented the laws and regulations I have requested 'English as a second language' option and NASAA was able to provide me an extra hour for the exam. I was able to complete it 40 minutes before the end of the time. My score was : 76 ( 75 Law and Regulations / 73 Client Investments / 75 Investment Vehicles / 100 Economic Factors) I work for Merrill Lynch here in Houston Texas and based on this experience I will promote your products to my coworkers. By driving back and forth from Home to the office, the Pod Cast was a perfect learning material. We use KAPLAN as a main standard training platform, it is fine but I was trying to use all the available resources. Thank you very much for your support! Regards, Luis
Hi Franz, No problem then, just wanted to make sure there was a site-wide outage (the whole gumroad system was down about a week ago). While I have you direct, I also want to take a moment to say thank you for putting this series together. I am primarily an auditory learner, and this has been incredibly helpful in learning/reinforcing this material. It is also great that you updated it for 2017, so again big thanks. -Dave
Hi Franz, No problem then, just wanted to make sure there was a site-wide outage (the whole gumroad system was down about a week ago). While I have you direct, I also want to take a moment to say thank you for putting this series together. I am primarily an auditory learner, and this has been incredibly helpful in learning/reinforcing this material. It is also great that you updated it for 2017, so again big thanks. -Dave
From: Luis --- <--@yahoo.com> Subject: Pass Series 7 !! Message Body: Hi Franz, I've listened to your Series 7 podcasts daily ( while driving my car to the office: Back and Fort) .......... Las week, I successfully have passed the SERIES 7 exam I would like to mention that I was able to answered some questions directly from the PodCast. The real examples help me a lot to understand the Financial environment and improved my learning process. Appreciate your support! Have a good week! Regards Luis
Hi Franz, I am growing by knowledge of Series 7 and 63 exams. Thank you for your podcasts. I would be happy to review the 63 podcasts. You are one of the best out there. Ian
Franz, I've been binge listening to your podcast and videos in preparation for the series 7 exam next Friday. Its been a good resource as I'm commuting back and forth to work and for extra learning on the go. I just looked up your profile to learn more about your background and discovered we share the same alma mater! I now live in Austin, TX, but I just finished an accounting degree at USU. Just wanted to reach out and say thank you for your content. Thanks, Mike
Hello Franz, I listened to your Series 7 podcasts daily and took the online quizzes and they helped me pass the 7. Would you make a few podcasts for the Series 24? Thank you, Susan
Greetings Franz! You'll be happy to know I took my test last week and got an 85% on the series 7. Thanks for all your help. I read The Buffett Way and halfway through The Intelligent Investor. Thanks for recommendations. Now onto the series 66 test on November 21st. Cheers! Eli
Thank you Franz. I do enjoy listening to these lessons while I drive. It is helping me get the background info so that when I have to take the course for work, I will be better prepared. thanks again. Catherine
Franz! I started studying for my 7 a year ago this week and used your podcasts along with my other study materials to help understand some topics better. They were extremely helpful and know they contributed to my passing score of 87. I recommend your podcast to all of our new hires. Thank you for these podcasts- seeing your email in my inbox gave me a touch of nostalgia, though I don't miss the studying! Cheers, Brian
I have listen to your podcast as I was making a career change from managerial food and beverage industry to financial industry. Two years later I find myself working for a large brokerage firm getting approval to take Series 7 test. Since my role doesn't require series 7, I have to self study after work and on weekends with little help but study book. Other people in my group are asking for material to supplement their reading and I mentioned your sight. I told them to listen to podcast on apple to see if it meets their standard and then go to site and buy the material. I was amazed that none of them are aware of your site. I find information so knowledgable such as the K1 Partnerships that is constant question from clients. I know my company has strict rules on social media and communications but I wanted to to tell you thank you for the material. I believe my way of saying thanks is spreading the word to make it worth all the time and effort you put into this site. Thank You Jerome PS. I also went to ski school, CU Boulder and stayed in Colorado
Subject: Series 66 Message Body: Purchased your series 7 podcast...VERY helpful. Please let me know if you have or know of similar podcast on series 66 and Series 24. Thank you Joe
Subject: Series 7 exam Message Body: Hello Franz, I just want to thank you for your podcasts. I purchased all 30 lessons to enhance my prep . I was recently successful in passing the series 7 exam. I work full time and have two children, and can't imagine passing without your podcasts. They were very comprehensive and well orgazinized. Thanks again! Beth
Subject: Series 7 Podcast Comment Message Body: This message is for Franz, I just had to take a second out of my incredibly busy schedule to say that I THOROUGHLY enjoy the podcasts! They are a TREMENDOUS help and I appreciate every second. Thank you for making this! Best, Hassan
Franz: I am in licensing through Waddell & Reed. They recommended The Keir Smart 7 course. I am struggling with “debt” (imagine that). I purchased your episodes 4-8 as supplemental info. I listened to a free podcast of yours and it was easy to understand. Your voice is quite calming. I look forward to providing some feedback to you on your tools. Thanks for taking the time to develop these podcasts. I hope they help. Bill
Hi Franz: I passed the Series 7 Exam on Friday with 92%. Thank you very much for providing the Podcasts and Videos both of which were very helpful in my studies. Best wishes, Christine
From: R. Keith -----, CFA Subject: Series 7 Podcasts - a very significant help Message Body: Franz, after 20 years on the "buy side" I have recently joined JP Morgan Securities and had to "re-take" the 7. I had it once in the '90s but could not keep it when I changed firms at some point in 2002. I do a significant amount of travel between Atlanta, Charleston SC, and Jacksonville FL, and found your podcasts to be tremendously helpful in my study process. Your approach and style is perfect for listening to these in the car as one travels. Length and content are excellent. I also took a Kaplan in class course and found the overlap between your podcasts and their focus to be significant. I gave the podcast a full 5-star rating on iTunes. I took the test Monday and made what I consider to be a "perfect score" - a 74! With 2 Finance degrees, an MBA and CFA, I know a bit about tests and can honestly tell you that rarely (less than 10% of the time) could I get the answer choices below 2 good answers. They have made it very tough. Thanks again for your efforts in putting this together. I have let my Compliance Head at JPM know how helpful the podcasts were so perhaps they will use you in the future. Regards, R. Keith -----,
From: Stephen---- Subject: Study materials... I've been listening to your podcasts and they are a great aid to me in studying for Series 7! I tend to learn by audio well, so I can study while I am washing the dishes or cleaning up the house. It's great! I just wish there were more podcasts out there like this. I plan to download the videos for free. I will pay you a donation as this has been infinitely valuable...after starting at Fidelity and getting paid (in a few weeks). Until then, things are a bit tight. Again, thanks! - Stephen
From: Naomi ----- Subject: Thank you for creating this I've been trying to study for this exam since June. I work with Wells Fargo Advisors and am expected to pass this exam to begin working more exclusively for one of my FAs as a partner. It has been so hard to find time to study and make progress. From June to December I was able to master Equities and have been stuck in Debt for a long time. I'm taking the chapter exams and can't pass with more than a 70% average and I need an 80% to move onto Options. I just found your product and am so looking forward to this style of learning. Just reading and testing wasn't giving me the actual, personal explanation of what is actually going on. I'm using the Series 7 material : Smart 7 Pass Perfect that my Company paid for. I just finished all your podcasts ending Debt and am moving on to the video series. I hope to take another exam after I go through your series and check my understanding. Wish me luck!! Thank you for not giving up!!! Naomi
From: Thomas ------ Subject: Thank you! Honestly, this is awesome. You put some time into this and I can only say thank you. It's wonderful to see people helping, just to help! Not looking to charge 500 bucks (STC..Kaplan..cough cough), but really just applying their talents and knowledge with good intentions of hoping it helps someone else down the road. The material is perfect. Being able to apply the concepts from the books to your site is beyond helpful. I'll be sure to share this with everyone who's taking the series 7. Thanks for being a good person, and a genius really. Have a good year!
From: Mark Javier Account Executive at Securitize - Digital Security Issuance Platform and Transfer Agent Via: Linked in December 10, 2019 I passed the Securities Industry Essentials (SIE) Exam today! Special thanks to Franz Amussen for making the SIE Podcast, Wiley Efficient Learning for producing such great test prep material, and my friend Mihai Dinulescu for studying with me. Thank you Franz Amussen! I really enjoyed listening to you describe the different concepts.
Mark Javier
Mark JavierCEO
1/09/2020 Franz, I used your podcast to pass the SIE Exam. It was as though I could hear your voice guiding me through it. Think Yoda from Star Wars. 🙂 I was able to land a job at Merrill Lynch, I started two weeks ago. Thank you for taking the time to upload the content and serve the industry. Best, Dustin Bramkamp 513.5***-**** - direct b*******@gmail.com
Dustin Bramkamp
3/15/2021 Franz, Listening to the Series 7 podcast definitely help me understand the information I was studying and added great value into preparing me to take the Series 7 exam and passing on the first attempt. Hopefully others will find the benefits of explaining the information and it’s application to the real world. Thanks for all you do! Allan H
Allan HPassed!
3/19/2021 Franz, Time for a quick story? I began working as an assistant for Raymond James 5 years ago. After my FA left, I became determined to become licensed. Enter Franz's podcast! You drove with me on my commute everyday for months and taught me the SIE and Series 7, which I have now passed both! I will begin on the next Series very shortly. So that in itself is important, and I am thankful for your teaching style that allowed me to study during that time in my day. However, here's the cool part: RJ recently had a virtual conference and we were asked to write down the top 5 people who helped influence you to reach a goal. YOU, my friend, are who I thought of first! Hope you are healthy and happy during these times. Sincerely, K......
Karen PetersRegistered Rep
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