“Understanding Options” is a foundational and practical presentation designed to deepen advisors’ understanding and confidence in using options. The presentation covers easy-to-understand examples and demonstrations of decision-making processes, going beyond just theory and mathematics.
Topics included in the presentation, delivered by Joseph Cusick, Vice President, Portfolio Specialist:
This presentation is available on-demand and has been accepted for 1 CFP®, CIMA®/CPWA®/CIMC®/RMA® CE Credit. In order to claim the credit, advisors must register, watch the presentation and complete the quiz at the end of the presentation with a score of 70% or better.
Note: In order to qualify for your CE credit, please be sure to complete and submit the quiz at the end of the presentation.
FOR INVESTMENT PROFESSIONAL USE ONLY