Since 1985, the Options Institute at the CBOE has been dedicated to helping Advisors build their business. The following are some opportunities:
The Options Institute Bridge Program (pdf format)
- Seminar Materials for Advisors
The CBOE Options Institute has presentation material available for you to give to your clients and prospects. These presentations include speaker notes to guide you through the presentation. We currently have 3 presentations available for you to use, with more to come soon. The topics and approximate length of the presentations are:
- Basic/Introduction to Options (1:15 minutes)
- The Covered Call (45 minutes)
- Selling Equity Puts (30 minutes)
Although CBOE's Regulatory Division has approved the material, your Registered Options Principal must also approve it for you to use. Please contact Felicia Tatum of the Options Institute at 312-786-7760. She will e-mail you the presentations you wish to use, and the SROP approval letter which must be signed and returned before giving any of the presentations.
- Conference Calls
Options Institute instructors are available for conference calls for you and your clients. For more information, please call Laura Johnson at 312.786.7818 to schedule one today.
- Options Resources
The Options Institute offers a variety of resources for advisors and clients like: custom options strategy sheets and seminar presentation materials for client seminars.
- Custom Client Seminar Events
If you prefer to create you own client event and have an Options Institute instructor speak at your event or conference, please call Laura Johnson at 312.786.7818.
- Firm-Sponsored Customized Programs
The Institute works with firms to customize a curriculum. The sponsoring firm can also integrate members of its staff to discuss firm-related topics and options-related services that the firm provides. Please call Laura Johnson at 312.786.7818.
- Client Education
The Institute can customize existing educational programs and deliver them to brokerage firm clients across the country. Please call Laura Johnson at 312.786.7818.
Options involve risk and are not suitable for all
investors. Prior to buying or selling an option, a person must receive a copy
of Characteristics and Risks of Standardized
Options (ODD). Copies of the ODD are available from your broker, by
calling 1-888-OPTIONS, or from The Options Clearing Corporation, One North
Wacker Drive, Suite 500, Chicago, Illinois 60606. The information on this
website is provided solely for general education and information purposes and
therefore should not be considered complete, precise, or current. Many of the
matters discussed are subject to detailed rules, regulations, and statutory
provisions which should be referred to for additional detail and are subject to
changes that may not be reflected in the website information. No statement
within the website should be construed as a recommendation to buy or sell a
security or to provide investment advice. The inclusion of non-CBOE
advertisements on the website should not be construed as an endorsement or an
indication of the value of any product, service, or website. The
Terms and Conditions govern use of this website and use of this website
will be deemed acceptance of those Terms and Conditions.