Options Hedging and Trading Strategies

Learn how options can be used and combined with the underlying asset to hedge or trade a view on market direction and volatility. - Learn how to combine options and the underlying asset - Explore various options and strategies - Create custom options strategies used to hedge or trade a view on market direction and volatility

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Corporate Finance Institute

Overview

Options Hedging and Trading Strategies Course Overview

Learn how options can be used and combined with the underlying asset to hedge or trade a view on market direction and volatility. This course is great for anyone who already understands the fundamentals of options and would like to advance further.

Options Hedging and Trading Strategies Learning Objectives

Upon completing this course, you will be able to:

Review option expiry profiles
Compare in, at, and out-of-the-money options
Combine options and the underlying asset
Interpret and create option strategies
Identify near-date option (curve) profiles

Who Should Take This Course?

Options Hedging and Trading Strategies is an excellent course for those who want to trade and use multi-leg options strategies.

What you'll learn

Lesson

Multimedia

Exams

Files

Course Introduction

Course Introduction Free Preview

Learning Objectives Free Preview

Downloadable Materials

Interactive Exercise 1 Free Preview

Comparing ITM/ATM/OTM Expiry Profiles

Comparing ITM, ATM & OTM Expiry Profiles Free Preview

Long Call Expiry Profile Free Preview

Short Call Expiry Profile Free Preview

Long Put Expiry Profile Free Preview

Short Put Expiry Profile Free Preview

Comparing Returns - Long Calls

Dollar vs. Percentage Return

Combining Options & Underlying

Combining Options and the Underlying Asset

Steps

Rules for Combining Lines

Example - Long and Short Calls

Long and Short Calls Outcome

Exercise 1: Profile Examples

Long Asset and Long ATM Put

Long Asset and Short ATM Call

Short Asset and Long ATM Call

Short Asset and Short ATM Put

Long ATM Call and Short ATM Put

Long ATM Put and Short ATM Call

Exercise 2 - More Profile Examples

Long Call Spread vs. Long Call

Long Call Spread vs. Long Call Details

Long Straddle vs. Strangle

Ratio Call Spread vs. Ladder

Short Straddle vs. Long Butterfly

Near Date Options Curve

Long Call: Near Date and Expiry Profile

Near Date Curve

Intrinsic and Time Value - Reminder

Common Options Strategies

Interactive Exercise 2

Mapping Investor's Views

Trading Strategies

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.

All Capital Markets & Securities Analyst (CMSA)® Courses

Options Hedging and Trading Strategies is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 42 courses.

Skills Learned Trading strategies used in the finance and capital markets
Career Prep Work in capital markets, whether on the buy-side or the sell-side

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What our students say

Options Hedging and Trading Strategies
The course gets your mind thinking. Very exciting. Highly recommend.

Carlos Fernandes

Experience
Still confused about the graphs but it was a nice breakdown of the course

Newton Wachira

Experience
Still confused about the graphs but it was a nice breakdown of the course

Newton Wachira

Frequently asked questions

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.