Build Your Business by Helping Your Customers
The Options Institute's programs provide brokers with
the business tools needed to develop new prospects and strengthen existing
client relationships. By understanding how to implement an options strategy,
brokers can mitigate a client's portfolio risk.
The Options Institute classes are designed to help brokers create a solid
knowledge of options fundamentals and pricing. Ultimately, brokers should be
able to determine an options strategy and manage their clients' options
positions. Specifically, we teach brokers how to:
- Cope with changing market conditions
- Adjust positions
- Educate clients about options strategies
Whether you are new to investing or a seasoned
professional, these fee-based interactive courses explore in-depth options
concepts and test your knowledge.
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.
The Institute can customize existing educational programs and deliver them to brokerage firm
clients across the country.
Continuing Education Requirement
With the advent of the Securities Industry Continuing
Education Program for registered persons, brokers 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.
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