Fundamentals of Futures and Options/Series 3 Exam Course

For dates and locations click here

Click to Register Online or call 202.223.1528.
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Pass MasterSeminar: Our two-day program provides a foundation in futures and options market theory and practice. To view the course outline click here. This fast-paced course includes lecture and discussion supported by practice exercises and print materials. The course fee includes two must-read books - Futures and Options and the Guide to U.S. Futures Regulation - and PassMaster, a Web-based tutorial with unlimited practice tests for who plan to take the Series 3 exam.

Attention Series 3 exam candidates: This live presentation together with self-study books, and PassMaster provide a blended learning experience. The course covers topics from the market knowledge portion of the Series 3 test. (Major subject areas include trading theory and functions; margins, offset, settlement, delivery; option premiums, exercise, assignment and settlement: orders; hedging; spreading; strategies and calculations.) Exam candidates also should prepare for the regulation portion of the exam on their own by reading and taking the self-tests included in the Guide to U.S Futures Regulations.

Candidates can further practice and refine test-taking skills on market knowledge and regulation before sitting for the actual exam using Series 3 PassMaster, a Web-based tutorial and simulated test program. For more about the Series 3 exam click here.

This seminar is presented by the IFM (a nonprofit educational foundation) to enhance your knowledge and understanding of futures and futures options concepts and is not intended to be a "cram course". As a general guideline, we suggest that you invest 35 to 40 hours preparing for the Series 3 exam and using the books, PassMaster, class workbook and notes.

Class Size: Registration is limited to approximately 15 participants to promote student participation and interaction.

Who should attend: Futures industry professionals, market-users, Series 3 candidates and those who need an in-depth understanding of futures and options markets, their institutions and their participants.

Instructors:
Stanley Dash
Marti Tirinnanzi

The Institute for Financial Markets is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.learningmarket.org.

Credits: Certified Public Accountants earn 13.0 CPE credits in accordance with the standards of the National Association of State Boards of Accountancy (NASBA). Field of study: Finance 6.5 credits and Specialized Knowledge & Applications 6.5 credits (total 13.0). View Course Brochure and NASBA Requirements.

National Registry of CPE SponsorsThe IFM is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Cost: Includes two textbooks - Futures and Options and the Guide to U.S. Futures Regulation plus Series 3 PassMaster, a Web-based tutorial with unlimited practice tests that helps you streamline study time and refine test-taking skills.

New York, Chicago and Washington DC $625 Early-bird ends 4 weeks prior to course date | $675 Standard registration
Complimentary refreshments are provided. Lunch on own.

London UK $995 Early-bird ends 4 weeks prior to course date | $1150 Standard registration
Cost includes complimentary continental breakfast on arrival; morning and afternoon refreshments throughout the day and a hot, restaurant-style lunch.
The course includes classroom teaching combined with real-world case studies that provide attendees practical application of key principles and concepts.


To Register: Online click here, contact
the Institute at 202.223.1528,
or via e-mail at info@theIFM.org

Register Now