Options Primer
Short course
Inhouse
Description
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Type
Short course
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Methodology
Inhouse
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Duration
1 Day
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Start date
Different dates available
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. Suitable for: 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)
Facilities
Location
Start date
Start date
About this course
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
Reviews
Subjects
- Compliance
- Staff
- Trading
- Swaps
- Stock Options
- Options
- Investment
- Credit
- Office IT
- Ms Office
Course programme
If you have several people to train then an in-house training course may prove to be more cost effective
Options Primer In-house 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).
Additional information
Options Primer