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
- The Options Course for Advisors and Planners -
As a Financial Advisor, your job is to help clients shape their financial future and guide them with confidence toward retirement. But what best business practices can you employ to maximize returns and proactively manage risk for your clients? Discover how listed options can help you to "Stand Out" so you can differentiate yourself from other financial advisors and earn 12 Continuing Education credits.
Join Rudy Aguillera, founding principal of Helios, and respected industry educators from The Options Institute at CBOE for a live, 2-day seminar to introduce core concepts including options mechanics, detailed case studies using exchange-traded derivatives and advanced techniques to help minimize tax burdens which are all taught from the perspective of advisors and planners.
Click here for more information and 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.
The archived webcasts featured are specifically designed for Financial Advisors and cover a wide range of option related topics from our more recent live events.
View live presentations that cover various options-related topics and enable you to interact directly with the presenter.