Advisors

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Business Development

Since 1985, the Options Institute at the CBOE has been dedicated to helping Advisors build their business. The following are some opportunities:

  • Seminar Materials for Advisors

    The CBOE Options Institute has presentation material available for you to give to your clients and prospects. These presentations include speaker notes to guide you through the presentation. We currently have 3 presentations available for use. The topics and approximate length of the presentations are:

    • Basic/Introduction to Options (1:15 minutes)
    • The Covered Call (45 minutes)
    • Selling Equity Puts (30 minutes)

    Although CBOE's Regulatory Division has approved the material, your Registered Options Principal must also approve it for you to use.

  • Custom Client Seminar Events
    If you prefer to create you own client event, have an Options Institute instructor speak at your event or conference.

  • 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.

  • Client Education
    The Institute can customize existing educational programs and deliver them to brokerage firm clients across the country.

Contact Us

For more information on how The Options Insitute can assist with Advisor Business Developement, please contact us at 1-877-THE-CBOE, option 2 or click here to send an e-mail.

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