Skip to content
TrackPodcasts
educationDec 27, 20254:10pending

[SIE] 19, U.S. Treasury Securities

Open Exam Prep

About this episode

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - Differentiating T-bills, T-notes, and T-bonds by maturity and interest payment structure. - How to interpret and calculate the price of T-notes and T-bonds quoted in 32nds. - The unique tax treatment of U.S. Treasury securities: federally taxable but exempt from state and local taxes. - Understanding how Treasury Inflation-Protected Securities (TIPS) work and the concept of "phantom income." - The key characteristics of Treasury securities, including their high safety and liquidity. For more resources visit https://open-exam-prep.com/ and connect on LinkedIn at https://linkedin.com/in/chenran818

Get every episode summarized

Each time Open Exam Prep publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

[SIE] 19, U.S. Treasury Securities

Open Exam Prep

0:00
4:10

More episodes

More from Open Exam Prep

View all episodes →