Financial Advisors, Registered Investment Advisors, Financial Planners and Wealth Managers are charged with the task of helping clients reach their financial goals and helping clients solve financial problems. A major part of this task involves maximizing returns and proactively managing risk. This section is designed for advisors who are seeking to differentiate themselves from the crowd. This section is for advisors and planners who seek to build their credibility, their competitive advantage, and their business.
The resources included in this section for advisors, may help you stand out. Sign up for Advisor eNews to be notified when new content is available:
Articles & Commentary by Industry experts for the trading professional.
Learn about Rules and Requirements that affect the option trader.
Learn more about the live educational seminars and classes sponsored by the Options Institute.
The Options Institute offers seminars according to your level of options knowledge. Basic to Advanced seminars for investors and brokers.
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.
These Strategy Discussions are designed to assist advisors in understanding how various options strategies could work for their clients.
Learn more about some of the business development programs and tools available through the Options Institute
Access various resources for advisors including newsletters, brochures, software, and other publications.
Events and News for the the option trading professional.
Access Market Statistics including Daily Market Statistics, Intra-day Volumes, Put/Call Ratios and more.