TD Ameritrade’s Options Market Center features three foundational tools to assist advisers when identifying, applying and executing option strategies for their clients.
The first of these is an options education program, which includes online resources, Webcasts and live one-day workshops to be held across the country. The workshop series addresses topics ranging from the foundational concepts of trading options to advanced options strategies. The courses also include information about how advisers can utilize various technologies to implement options strategies. The workshops provide advisers with the opportunity to earn eight Certified Financial Planner (CFP) continuing education credits. In addition, online information modules that supplement the live workshops are available through the Adviser Education portal on Veo.
The second feature will enable advisers to access “thinkpipes,” TD Ameritrade’s trading platform designed specifically for advisers looking to trade equities, exchange-traded funds, and options.
The third basic function of the Options Market Center will be based around expertise and support from a team of specialists at TD Ameritrade. Their purpose will be to help advisers manage risk, minimize portfolio volatility, and potentially help enhance returns within their clients’ portfolios.
“Options trades by advisers are up 58% year over year at TD Ameritrade. While many advisers have embraced options strategies, others have been hesitant,” said Jeff Chiappetta, managing director, institutional trading and fixed income at TD Ameritrade Institutional. “As investors become more sophisticated and competition among advisers grows, the need to differentiate and add value becomes even more important. The Option Market Center offers options educational workshops, as well as tools for advisers looking to grow their business with options strategies.”
The next Options Market Center Workshop will be hosted in Chicago Nov. 3 at the InterContinental Chicago. Additional workshops are scheduled throughout 2012. Advisers interested in registering for a workshop or learning more about the Options Market Center can visit www.tdainstitutional.com/options.