All advisors must complete the following training and submit online exams.
Getting Started – General InformationWhat is an OptionIndex Options
Online ClassesMandatory: Options BasicsTake the quiz
SPF/CFS Advisors – Please scan/email completion certificates to Birgitta Kalker at bkalker@cusonet.com
Mandatory: Covered CallsTake the quiz
If you get “locked out” use the “anonymous” function to re-take the exams.Optional: Introduction to Spreading
ToolsOptions GlossaryOptions Book
FAQsGeneral Information
Optional: Options Pricing
Options Training
All advisors must complete the following training and submit online exams.
Getting Started – General Information
What is an Option
Index Options
Online Classes
Take the quiz
Mandatory: Options Basics
SPF/CFS Advisors – Please scan/email completion certificates to
Birgitta Kalker at bkalker@cusonet.com
Mandatory: Covered Calls
Take the quiz
SPF/CFS Advisors – Please scan/email completion certificates to
Birgitta Kalker at bkalker@cusonet.com
If you get “locked out” use the “anonymous” function to re-take the exams.
Optional: Introduction to Spreading
Tools
Options Glossary
Options Book
FAQs
General Information
Optional: Options Pricing