Applied Options Course

$275.00 CAD

** Access to December 31, 2024.

Specs

Category:

Course Description

Disclaimer
This course has been designed for educational purposes only.  Any examples used are in no way meant to be investment advice or recommendations.  Options are leveraged financial products that entail risk.  Always consult your financial advisor before taking any investment action. 

 

Course Structure
This course will lead you through a significant number of option strategies designed for income, volatility, and capital gains.  Each strategy introduced will be described in terms of payoff diagrams, risk exposures, and usage scenarios.  Several examples will also be introduced for each option strategy using market relevant examples. 

** Subscriptions are valid from the time of purchase until December 31, 2024

NOTE: Due to the immediate nature of the content, there are NO REFUNDS once the subscription is purchased. 

 

 

Course Outline

Beginner Pre-Requisites

  • A series of 8 short videos based on John Hull’s “Options, Futures, and Other Derivatives”

It is assumed that subscribers will have some basic working knowledge of options.  Most subscribers to our site will be CFA candidates, both past and current, or University business school students/graduates. 
** If subscribers are completely new to options and have no previous financial market/security experience or education, nor are they currently a CFA candidate, it is encouraged that they first watch the Pre-Req videos listed above.  

 

Main Course (Video PDFs will be provided)

  • Introduction
    A brief review of options and Greeks

  • Options Chains

  • Basic Strategies – Long Call, Long Put, Short Call, Short Put
    • Description, payoff diagram, market stance, Greek exposure
    • Strategies in use – market examples (not recommendations, just examples)
  • Liquidity/Portfolio Management Issues
    • Margin requirements
    • Risk management – tends to be front-end loaded, many strategies have capped risk
  • Income Strategies
    • Description, payoff diagram, market stance, Greek exposure
    • Strategies in use – market examples (not recommendations, just examples)
    • Liquidity/Portfolio Management Issues
  • Volatility Strategies
    • Description, payoff diagram, market stance, Greek exposure
    • Strategies in use – market examples (not recommendations, just examples)
    • Liquidity/Portfolio Management Issues
  • Spreads – Vertical/Diagonal/Calendar
    • Description, payoff diagram, market stance, Greek exposure
    • Strategies in use – market examples (not recommendations, just examples)
    • Liquidity/Portfolio Management Issues
  • Synthetics
    • Description, payoff diagram, market stance, Greek exposure
    • Strategies in use – market examples (not recommendations, just examples)
    • Liquidity/Portfolio Management Issues

 

 

** Note
Examples for some strategies may be increased over time to take advantage of specific market conditions. 
For example, it is better to show volatility trades when actual volatility shows up. 

Dr. Meldrum may not have the volatility he wants when he is doing the volatility strategies, so this allows him some flexibility to add to some strategies as market conditions warrant.