Options Strategies for Wealth Advisors

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.