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Course List
Introduction to the Securities Industry
 
Introduction to the Securities Industry
Introduction to U.S. Securities Processing
Securities Lending and Borrowing : An Operations Perspective
Foundations of Investment Management and Buyside Operations
Dealing with Change in the Financial Markets
Collateral Management: An Operations Perspective
International Issues
 
International Securities Operations
International Portfolio Accounting
Foreign Currency: Markets, Clearance, Settlement & Accounting
Foreign Exchange: Lifecycle of a Trade
Corporate Actions
 
U.S. Domestic Corporate Actions
Global Corporate Actions
Capital Markets
 
Capital Markets Overview
Capital Market Economics - Investigating the Linkages Between the Real Economy and the Financial Markets
Portfolio Management
 
Portfolio Management
Securities Analysis
Managing Risk
 
Risk in a Global Market - Management and Operational Challenges Looking Forward
Financial Management
 
Financial Accounting and Financial Mathematics
Financial Statement Analysis
Fixed Income Securities
 
Bond Math: Mathematics of the Fixed Income Market
Structured Securities: MBS, ABS, CDOs
Introduction to Fixed Income Products
Accounting for Fixed Income Securities and Derivatives
Mortgage-Backed Securities
Collateralized Debt Obligations and Credit Default Swaps (CDOs and CDS)
Fixed Income Analytics
Interest Rate Swaps and Credit Default Swaps
Fixed Income Securities Trade Processing and Operations
Accounting, Regulatory & Management
 
Stock Brokerage Accounting & Securities Regulations
Introduction to Private Equity Markets
Trading After the Volcker Rule
Dodd-Frank for Non-US Derivatives Users
Complying with the MiFID II/MAR Rules
Derivatives
 
Introduction to Derivative Products
Derivatives: Markets, Operations, Accounting & Control
Derivative Products: Risk Management and Valuation
Option Valuation and Trading
Equity Derivatives: Futures and Swaps
Interest Rate Futures and Swaps
Introduction to Options: Products, Trading & Processing
Swaps Processing and Operations
Commodity Futures: Energy, Metals and Agricultural
Equity Options: Strategies, Accounting and Operations
Mutual Funds
 
Introduction to Mutual Funds
Mutual Fund Operations

Course Description
Equity Options: Strategies, Accounting and Operations
Available Dates:
There are no dates available.
Course Code: 826
Duration: 1 day
Level: Basic
Fee: $795.00
CPE Credits: 6
Prerequisite: No Prerequisite Required

This one-day course will examine and analyze all aspects of equity and index options. Puts and calls will be reviewed in detail, describing the characteristics and advantages of hedging positions as well as the risks associated with various options strategies.

Options lend themselves to a variety of trading combinations. The course will present an in-depth analysis of several popular options strategies, focusing on debit and credit spreads, volatility, portfolio hedging and repair.  The risks, rewards and opportunities of each strategy will be examined using examples and sample data.

This seminar would be helpful for those individuals who have begun trading in options and wish to broaden their horizon and examine other strategies that are available in the market.  The course will also be helpful to individuals whose responsibilities involve supporting and managing portfolios with options trading.

Upon completion of the course, participants will have a comprehensive overview of options trading and will be familiar with the various strategies commonly used in the industry.

Topics for discussion include:

Basic Options Review

  • Puts and Calls
  • Covered and Naked Options
  • Risk Profiles
  • In the Money and Out of the Money

Valuation and Pricing

  • In the Money and Out of the Money
  • Time Value
  • "Greeks"

Hedging Strategies

  • Covered Calls
  • Collars
  • Bull and Call Spreads
  • Long and short positions

Volatility Strategies

  • Straddles
  • Strangles

Sideway Strategies

  • Butterfly
  • Condor

Operations and Settlement Processing

  • Segregation of Underlying Shares
  • Exercise and Expiration
  • System Considerations