Advisors

 

Advisor Education

One of the best ways to build your business is to invest in yourself. At the Options Institute you gain access to a key knowledge center for options education, and earn continuing education credit toward CFP and NASBA designations. With the advent of the Securities Industry Continuing Education Program for registered persons, advisors using options need to know about changes in the options marketplace and new options products. The Options Institute offers several different programs that meet the continuing education requirements for listed options.

The Options Institute offers seminars according to your level of options knowledge. We offer 1, 2, and 3 Day Basic to Advanced seminars for investors and brokers. Find the class that meets your options trading needs.

 

  • The Options Course for Advisors and Planners - This two day course will provide advisors with an understanding of options, paying particular attention to the concepts, mechanics and intricacies that accompany these powerful tools. Accordingly, this course will introduce exchange-traded derivatives to advisors through detailed case studies, which highlight the steps advisors must observe as they implement options within their practice. Furthermore, there will be an emphasis on adding income, boosting risk-adjusted rates of return and managing concentrated equity positions. In addition, advanced techniques will be presented that aid in minimizing the tax burden on client portfolios. Upon completion of this course, advisors will possess the practical knowledge to help actively manage the amount of risk within client portfolios. You will earn 11.5 Continuing Education credits.

    Click here for a PDF of detailed information about this seminar.

    Click here to register for an upcoming seminar.

Earn continuing education credit (accredited with the CFP board) by taking fee-based interactive courses that explore options trading concepts and regulations.

View live presentations that cover various options-related topics and enable you to interact directly with the presenter.




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.