Government Courses. Investment
Management Training Courses
|Training Methods:||Action Learning Seminar and Workshop|
|Course Venue:||USA West: Las Vegas, NV. Los Angeles, CA. San Francisco, CA. Seattle, WA.
USA East: Chicago, IL. Houston, TX. New York, NYC, NY. Washington, DC. Miami, FL.
|Course Duration:||4 days (2 days seminar + 2 days project)|
|Course Times:||9:30 AM - 3:30 PM|
|Course Dates:||On Demand|
|Group Discounts:||10% for 2 delegates. 15% for 3 or more delegates. Valid only for Las Vegas venue.|
Contact us for training topics and duration customization or one-to-one coaching.
Available on client's site for a group of 5 or more delegates.
|Course Advisor:||Michael Thomasett|
|Course Advantage:||Client Testimonials. Training Excellence. CEO Club|
Chief Investment Officer's (CIO) team, including investment managers, fund managers, finance managers, investment advisors, private equity managers, hedge fund managers, investment analysts, portfolio managers, investor relations managers, family offices, HNWI, UHNWI and professional investors.
Knowledge of basic finance concepts and stock trading
Note: We do not accept students seeking initial employment, postsecondary education, or initial licensing programs
Provide thorough understanding of options trading, jargon, reading of listings, and exposure to numerous strategies; explanation of risk levels; demonstration of strategy timing and execution on actual stock charts
Help attendees in expanding knowledge of risk management and trading principles; master basic options knowledge as a first step toward gaining approval from brokers to trade at desired approval levels
Provide a complete view of advanced options trading techniques and principles; risk management guidelines; and development of a program of conservative practices and strategies
Assist attendees with development of a program for hedging risks in an equity portfolio with the use of advanced options strategies. Demonstrate real-world application of principles and strategies
Help attendees to develop a working knowledge of the basics in options trading, specifically on stocks; understand the risk levels involved; and equate options trade timing with chart analysis
Demonstrate that advanced options strategies may be conservative or may cover a broad range of risk levels; ensure that participants proceed with placing funds at risk only after mastering advanced concepts; assist participants in gaining desired approval levels with brokers to trade options; for those working in brokerage, assist in preparing for the FINRA options license (however, this is not a sanctioned test preparation course).
Live training with numerous illustrative materials, real-world emphasis, self-tests each hour
Application of principles on actual stock charts, demonstrating price patterns and timing for options trade entry and exit.
The development and evaluation of trading skills and confidence based on sound principles and thorough knowledge of risks
Options trading; various levels of risk; mastering terminology; reading options listings; understanding a few key strategies, notably spreads and straddles
Options strategies; advanced application; combinations and hedges; understanding the timing of entry and exit; options as swing trades; options hedges as part of a long-term equity portfolio
1. Long pure volatility (long straddles, long strangles); 2. Long leaning volatility (long call and put ratio spreads; long call and put ratio backspreads); 3. Short pure volatility (short straddles and strangles; butterfly; box spread; condor); 4. Short leaning volatility (short call and put ratio spreads; short call and put ratio backspreads); 5. Options arbitrage (long and short calendar spreads)
1. Coordinating option timing with technical signals; 2. Options on ETFs and other products; 3. Options on futures (leverage on leverage); 4. Exotic options; Asian. Basket, barrier, Bermuda, binary, look-back, exchange and rainbow options
Advanced forms of options trading including effective hedges and methods for portfolio management with options.
Careful evaluation of risks and how these vary due to many causes, including underlying stock volatility, market conditions, and trading cycles
The training courseware includes the following:
Participant's training guide
Subject matter books
Executive summary of the subject matter:
Summary of essential concepts and finance management best practices
Examples and case studies
Options trading toolkit (management frameworks, decision-models, and checklists)
Experiential work-based assessment project
Role, Purpose and Conflict of Interest
We do not function as a rating agency. We do not accept compensation from companies for review or rating purposes. Any recommendation for or against any asset, trading strategy, buy or sell action is done for an educational purpose only. The expressed opinions should not be considered as an endorsement for or against any asset, company or investment firm. Markets are hyper-dynamic, we cannot and do not time the stock market. Our forecasts continuously change with changing data; they are used as an input to complex risk management and valuation decision models. Despite past success in economic forecasting and research portfolio designs, we do not provide any guarantee for future forecasts or performance.
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Last Updated: February 17, 2020.
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