Virtual classroom details:
This class will cover key concepts and practical application, including: what options are, common options strategies, and how to apply those strategies in your portfolio. There will be homework assigned after each session to help you apply your growing knowledge.
Each class will build on the prior week's class, so please plan on registering for and attending all 4 weeks.
These classes are designed for those investors who have an approved options agreement on file but haven't traded yet, or have traded options only once or twice.
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options (Opens in a new window). Supporting documentation for any claims, if applicable, will be furnished upon request.
There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, and collars, as compared with a single option trade.
The CERTIFIED FINANCIAL PLANNER™ certification, which is also referred to as a CFP certification, is offered by the Certified Financial Planner Board of Standards Inc. (“CFP Board”). To obtain the CFP certification, candidates must pass the comprehensive CFP Certification examination, pass the CFP Board’s fitness standards for candidates and registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, and have at least three years of qualifying work experience, among other requirements. The CFP Board owns the certification marks, CERTIFIED FINANCIAL PLANNER™
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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