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Options Primer

in Investment Education PLC (England)

Classes Course

Price:

£420 + VAT

Duration:

1 Day

Start:

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Requirements:

Delegates should have a general awareness of Fixed Income Investments and Equities and a basic knowledge ... see more

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Course objectives:

Many managers and staff who are not investment specialists, find themselves in increasing contact with Futures and Options. Since these products are unusual and can be complex, the result is often confusion and possibly expensive errors. This one day course provides a comprehensive introduction to Traded Options.

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Course details

Type Course Duration 1 Day
Method / place Contact course provider Inhouse / Classes
Suitability * Brokers and Dealers * Fund Management Executives and Support Staff * Operations Back Office and Mid Office Executives and Staff * Custodians * Internal and External Auditors & Lawyers * IT Staff involved with these Products * Compliance Officers and Regulators * Lawyers (CPD credit)
Course objectives Many managers and staff who are not investment specialists, find themselves in increasing contact with Futures and Options. Since these products are unusual and can be complex, the result is often confusion and possibly expensive errors. This one day course provides a comprehensive introduction to Traded Options.
Requirements
Delegates should have a general awareness of Fixed Income Investments and Equities and a basic knowledge of Futures. If a basic knowledge of Futures is lacking our Futures Primer course presented the previous day, is recommended.
Price £420 + VAT
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Course programme

Options Primer
Options Primer Training Course

Content
  • What are Options?  Futures V Options contrasted.

  • Backgrounds and brief history.  Main markets.

  • Calls and Puts explained.

  • Terminology and types: Bonds, Interest Rate, Index, Stock, Currency

  • Pricing Details, Intrinsic and Time Values.

  • Variables affecting Options Prices.  Pricing Models outlined.

  • Graphical demonstration of Profit and Loss.

  • Profit and Loss Calculation.  Examples.  Exercises.

  • When is Margin required.  Explanation of Initial and Variation.

  • Covered V Naked writing explained.

  • Trading Methods: Floor and Electronic Trading.

  • Use of Options in Hedging.  Example.  Exercise.

  • Use of Options in Asset Allocation.  Example.  Exercise.

  • Use of Options to Generate Income.  Example. Exercise.

  • Use of Options in Funds Anticipation.  Example.

  • Role of Clearing House and Settlement process.

  • Example Strategies using Options (Given time).

    There is a 10% discount for delegates booking both our Futures Primer and Options Primer together for the same delegate. 
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    On Investment Education PLC

    Provider description
    Investment Education PLC provides  both Public and In-House Tailored courses in Securities, Derivatives, Hedge Funds, Accounting, Back & Front Office Operations and Fund Administration. Newly introduced subjects include Trade Fails. Operational Risks and Human Performance Measurement in Financial Services.
    It serves the Fund Management,  Securities, Broking and Banking industries providing interesting, practical and focused courses. It also helps IT providers and Government regulators  who interact with the FInancial community.
    Founded in 1987, it is now one of the world’s leading international financial training companies offering regular courses in the United Kingdom, across Europe and the Americas and Middle East.
    It has  15 presenters located in several countries. All trainers and presenters have current or recent actual experience of working in their subject area as well as presentational experience. The company is different in that It emphasizes real problems, experience and practice not pure theory or exam knowledge. Growth has mainly come through client recommendation.  Some courses can be presented in French or German etc
    One reason successful clients come to Investment Education PLC is for its Course Tailoring and Design. These meet client needs – all delivered at very reasonable rates anywhere in the world.
    Advantages of studying with Investment Education PLC
    Public or In-house tailored courses Courses at client locations - anywhere Courses emphasize real problems, experience and practice -  not pure theory or irrelevant exam knowledge. Presenters have years of actual work experience in their area of presentation Enjoyable and interesting courses  - well presented. if people enjoy themselves  learning is easy ! Some courses can be presented in French or German etc Unlimited fee post course assistance to participants
    Course provider history
    Founded in 1987, it is now one of the world’s leading international financial training companies offering Public and In-House Tailored courses in the United Kingdom, across Europe and the Americas and Middle East. Our substantial growth has come via client recommendation.
    Specialises in
    Hedge Funds Futures, Options, Swaps, CDOs OEICS, Unit Trust & SICAV Administration Corporate Actions Bonds & Fixed Income Markets Accounting for Investment Accounting for Derivatives Global Custody Failed Trades Management Risks & Controls with  Securities Operations Fund Managment Overview Pension Trustee Investment Breifings (various) Pension Regulation Offshore Fund Administration Securities Markets & Settlement (various) Pension Fund Accounting Compliance Data Protection Act Briefings Human Performance Measurement  Finance for the Non-Financial Qualified Intermediary and US NRA Regulations  OEICS & Unit Trust Accounting Transfer Agency Venture Capital Banking Operations How the Real World Affects Investments Pension Fund Transfers Securities Lending & Borrowing

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