Understanding Options

“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.

Joseph Cusick

Vice President, Portfolio Specialist

Topics included in the presentation, delivered by Joseph Cusick, Vice President, Portfolio Specialist:

• How option strategies can enhance multiple asset allocation goals
• Key considerations for the manager of an options strategy
• Understanding how options are priced: The Options Pricing Model
• An overview of four cornerstone option strategies
• Essential structural concepts: The “Greeks”

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