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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Course: This two-day course provides a strong foundation in the fundamentals
of market theory and industry practice. Course includes comprehensive self-study exam
materials: two textbooks - Futures and Options and the Guide to US
Futures Regulation, each with practice Q&As - plus Series 3
PassMaster, a Web-tutorial & test simulator with unlimited practice exams,
that lets you practice and refine test-taking skills.
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 such as trading theory and functions; margins, offset,
settlement, delivery; option premiums, exercise, assignment and settlement:
orders; hedging; spreading; strategies and calculations. Compliance rules
and disclosures also are reviewed and exam candidates should further
prepare for the regulation portion of the exam on their own by reading
and using the Q&As included in the Guide to U.S Futures Regulations.
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Set includes 2 textbooks plus
Series 3 PassMaster, a Web-tutorial
with unlimited practice tests.
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Candidates can further practice and refine test-taking skills on market knowledge and
regulation before sitting for the actual exam using IFM's Series 3 PassMaster, a Web-based
tutorial and simulated test program. Demo Series 3 PassMaster for
free.
For more about the Series 3 exam click here.
This course 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 "exam cram course". Pre-course reading is required before attending the session. After the course, we suggest that you invest a minimum of 35 to 40 hours preparing yourself for the Series 3 exam and using the two books, PassMaster, and reviewing your course workbook and notes.
Class Size: Registration is limited to approximately 15 participants to promote
student participation and interaction.
Who Should Attend: Market-users; investors; compliance, IT and Ops staff; exchange and clearinghouse staff; regulators; policy-makers; Series 3 Exam candidates and anyone who needs an in-depth understanding of futures and options markets.
Level: Basic to Intermediate
This course qualifies for 14 CE (Continuing Education) credits with the CFP Board
Certified Financial Planner Board of Standards Inc. owns the marks CFP
and CERTIFIED FINANCIAL PLANNER, which it awards to individuals who successfully complete initial
and ongoing certification requirements. For details see www.CFP.net.
Cost: New York and Chicago $600 Early-bird | $650 Standard registration
Washington DC, Los Angeles and San Francisco $700 Early-bird | $750 Standard registration
UK $800 Early-bird | $850 Standard registration
Complimentary morning and afternoon
refreshment breaks are provided. Lunch on own.
To Register: Online click here, contact
the Institute at 202.223.1528
or via e-mail at
info@theIFM.org
