The Options Institute Announces Course for Financial Advisors and Planners

As a Financial Advisor, have you wondered how options can help your clients and your practice?

In this new course, instructors at The Options Institute will discuss options-based investment strategies that target enhancing portfolio income, reducing portfolio risk and managing concentrated stock positions.

This 2-day course begins with a quick review of options basics and basic strategies that investors use to manage risk. Option price behavior, a topic that is often confusing to newcomers to options, is then discussed with real case study examples. Options strategies that harvest income and target portfolio rebalancing are discussed for the rest of Day 1.

Day 2 begins with a discussion of risk management strategies. First, a strategy that can lower the break-even point on a losing position is presented, and an option spread strategy that can reduce risk is reviewed. The course is concluded with a discussion of strategies that manage concentrated stock positions and, finally, a review of tax considerations.

The thinking process behind using options, strategy mechanics, option price behavior, income strategies, risk management strategies and a tour of CBOE’s trading floor during market hours. All in two days. For questions and to register, please call Laura Johnson at 312-786-7491.