What you need to know about trading options

Flat markets don’t have to mean flat returns.

In this beginner-friendly session, we’ll walk through two time-tested strategies: covered calls and cash-secured puts.
Together we’ll unpack how each works, what you can expect, and what you should be mindful of. All this in plain enough language that you don’t have to work in financial risk management to follow.

You’ll leave with easy-to-use checklists you can start applying right away, and a clear understanding of the approvals process and the Options Disclosure Document (ODD). This session is purely educational—no personal advice—just straightforward tools to help you make the most of your money.