Advisor Education

Helping Advisors Build Their Businesses through Education

Since 1985, the Options Institute at Cboe has been dedicated to helping advisors build their businesses. Providing education, case studies, business development resources and more, the Options Institute helps advisors understand the tactical benefits options can provide for their portfolio management strategies. The Institute offers the following educational opportunities.

  • Online Advisor Education: take free courses that explore options trading concepts.

    Sign-in or Register for myCboe. Then, click here for a listing of available online courses.
  • Seminar Materials for Advisors: the Options Institute has presentation materials available for you to give to your clients and prospects. These presentations include speaker notes to guide you through the presentation. We currently have three presentations available for use. The topics and approximate length of the presentations are:

             o Basic/Introduction to Options (1:15 minutes)
             o The Covered Call (45 minutes)
             o Selling Equity Puts (30 minutes)

    Use of these presentations is subject to your firm's compliance review and approval process.

  • Client Seminar Events: have an Options Institute instructor speak at your event or conference.

  • Client Online Education: the Institute can customize an online education experience for your clients.