Overview
Options Strategies for Wealth Advisors Overview
In this course, we are going to examine select strategies that will complement the Wealth Management services that an Advisor provide clients with, either by boosting the income that’s generated off their portfolio, or by protecting their capital from broad, or specific, types of risk. Additionally, we’re going to spend some time looking into:
- How an Advisor can implement an Options program into their practice
- What the trade-offs of doing so are
- Where Options fit into the overall Wealth Management business
Options Strategies for Wealth Advisors Learning Objectives
Upon completing this course, you will be able to:
- Identify the three key reasons why any investor may decide to use options and specifically call out which ones are appropriate for Wealth Advisors to cite for incorporating into a client portfolio.
- Describe three key options strategies: Protective Put, Covered Call, Cash Secured Put
- Explain the challenges of using Options in a Wealth practice
- Understand how to gain exposure to top Options via the indirect method of using ETFs
Who Should Take This Course?
This course is for current or aspiring financial planning and wealth management professionals who want to understand what Options as a financial instrument can offer their clients.
Options Strategies for Wealth Advisors Learning Objectives
- Identify the three key reasons why any investor may decide to use options and specifically call out which ones are appropriate for Wealth Advisors to cite for incorporating into a client portfolio.
- Describe three key options strategies: Protective Put, Covered Call, Cash Secured Put
- Explain the challenges of using Options in a Wealth practice
- Understand how to gain exposure to top Options via the indirect method of using ETFs
Prerequisite Courses
Recommended courses to complete before taking this course.
Options Strategies for Wealth Advisors
Level 3
1h 2min
100% online and self-paced
Field of Study: Finance
Start LearningWhat You'll Learn
About This Course
Why Use Options for Wealth Management Clients
Options Strategy 1: Protective Puts
Options Strategy 2: Covered Calls
Options Strategy 3: Cash Secured Puts
Midway Check-In
Incorporating Options into Wealth Management
Client Education and Communication About Options
ETFs As a Way to Access Options Strategies
Course Summary
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Financial Planning & Wealth Management Professional (FPWMP®) Certification
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
