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Investment Strategies
Continuing Education Credit: 1 hour*
*Available for fee-based courses only, please send us an email for more information.
Course Expiration: Course access expires 12 weeks from date of registration
Cost: Free
Course Overview:
Options are a commonly misunderstood investment vehicle. In this module, The Options Institute focuses on the real uses of options through several types of investing strategies. Whether you are a conservative or speculative investor, or if you're bullish, bearish or neutral on the market as a whole or just on a particular stock, there is an options strategy to suit your needs.
Course Outline:
Buying Stock with Limited Risk
- What is your need?
- Strategy
- Profit/Loss Diagram
- Possible Outcomes
- Risk
Buy a Stock Now, Pay Later
- What is your need?
- Strategy - Buy a Call, Buy a T-Bill
- Strategy - Buy a Long-term Call
Target a Lower Purchase Price
- What is your need?
- Strategy - Sell a cash-secured put
- Profit/Loss Diagram
- Possible Outcomes
Target a Higher Selling Price
- What is your need?
- Strategy - Selling calls
- Possible Outcomes
Covered Writing
- What is your need?
- Strategy - Buy/Write
- Profit/Loss Diagram
- Estimating Potential Returns
- Important factors to consider
Lowering the Cost of Insurance
- What is your need?
- Strategy - Collar
- Profit/Loss Diagram
- Possible Outcomes
How to Register:
Step 1: Log into your MyCBOE account.
Step 2: Enter Registration Code
Please click here and enter optedu if prompted.
If you are taken directly to your Course Status Page, please scroll to the bottom for your Current Registration code. Please click on Change Registration code if it is NOT optedu
Step 3: Complete a Student Profile
Complete the student profile page and click on the submit button.
Step 4: Select your Courses
You should now be on your personalized Course Status Page which will list all of our available courses. To register, simply select the course name link.
Contact Us:
Click here to send us an e-mail.
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.