Institutional Investors

Educational Opportunities for Institutional Investors

The world of investments is continually changing. New accounting, regulatory and compliance guidelines require you to offer unique investment solutions to your clients. Our industry experts share their specialized knowledge of the options market with you in live, one or two day seminars and educational webcasts that highlight portfolio management strategies and focus on the important role exchange-traded options play in safeguarding your business edge. Plus, register for MyCBOE below to receive email alerts on upcoming product innovations and other institutional-related topics of interest.

The Options InstituteLive Classes & Events

Options for Portfolio Management & Institutional Investors
Thursday and Friday, July 23 - 24, 2015
The Options Institute at CBOE
Attend LIVE at CBOE or Online

This 2-day seminar is designed to increase your understanding of options and how they can be used to achieve portfolio investment objectives such as limiting risk and increasing income. Instructors use a building block approach starting with a quick review of the fundamentals and moving toward strategy selection and a comprehensive explanation of options price behavior. The focus is always on managing portfolio risk and targeting stated objectives.

This seminar will cover such topics as:

  • Options Fundamentals
  • Option Price Theory & Volatility
  • Strategy Applications
  • Single Stock Futures
  • Tactical Strategy Application
  • Income and Insurance Strategies
  • Covered Calls and the CBOE BuyWrite Index
This course is accredited for 12.0 CPE/CFP credits.

Click here to register.