Education

The Options Course for Advisors and Planners
Who Should Attend:  Financial Advisors and Planners
# of Days:  2
Time:  8:30 am - 4:30 pm
Phone:  1-877-THE-CBOE
Price:  $895.00

Special Terms:
Contact Laura Johnson at 312-786-7818 for questions on special offers for FPA, NAPFA, AICPA and state accounting associations.

Refund Policy:
$50 cancellation fee within 10 days of seminar.

 
City Date Place Register
Chicago 07/22/2010 CBOE-Rudy Aguillera-Guest Speaker Register
Chicago 11/08/2010 CBOE-Rudy Aguillera-Guest Speaker Register
 
 
 
Description:

This 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, advance 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 actively budget the amount of risk within client portfolios.

The Options Institute, a division of the CBOE, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Ave. North Ste 700 Nashville TN 37219 or www.nasba.org
 
 
Curriculum:

Day One
1. Managing Volatility with Options
2. Increasing the Yield on Your Exisiting Allocations
3. Reducing the Cost/Risk of New Positions
4. Harvesting Premium Income as an Alternative to Dollar-Cost
Averaging
5. Enhance Rebalancing
6. Factors That Affect an Option's Price

Day Two
1. Lowering Your Break-Even in a Losing Position
2. Controlling Risk with Vertical Spreads
3. Utilizing Options as a Surrogate
4. Deconstructing Structured Products
5. Trading Floor Tour
6. Managing Concentrated Stock Positions
7. Lowering Your Clients' Tax Bill with Options
8. Day Two Review/Q&A

 
 
 
 

CPE/CFP Credits: = 12.0
*CPE credits are issued for a group-live delivery method.
 
 
 
 
 
 



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.