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Futures and Options/Series 3 Exam Course

For dates and locations click here.

Click to Register Online or call 202.223.1528.

     Register Now
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.


           Set includes 2 textbooks plus
       Series 3 PassMaster, a Web-tutorial
             with unlimited practice tests.

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: Series 3 Exam candidates, market-users, investors and compliance staff who need an in-depth understanding of futures and options markets.

Level: Basic to Intermediate

Cost: New York and Chicago $600 Early-bird | $650 standard
          Los Angeles and San Francisco $700 Early-bird | $750 standard
          UK $800 Early-bird | $850 standard

Location:
Chicago
       National Futures Association
       300 South Riverside Plaza, Suite 1800
       Chicago IL 60606    Transportation map
       Complimentary morning and afternoon
       refreshment breaks are provided.
OR
       Options Industry Council/OCC
       One North Wacker Drive, Suite 500
       Training Room
       Chicago IL 60606    Transportation map
       Complimentary morning and afternoon
       refreshment breaks are provided.

Dallas
       Meridian Business Center - Lake Highlands
       7557 Rambler Rd. Suite #750
       (Off Walnut Hill Lane, between US 75 & Greenville Ave.)
       Dallas TX 75231
       Complimentary morning and afternoon
       refreshment breaks are provided.

London
       Interactive Brokers - Conference Room
       One Carey Lane, London UK EC2V 8AE
       Building is located at Carey Lane and Foster Lane, 100 meters north of Cheapside.
       St. Paul's tube station (Central line) is within a 5 minutes walk. Bank, Moorgate,
       Mansion House and Cannon Street stations are within easy walking distance.
       London Transport
       Complimentary morning and afternoon
       refreshment breaks and lunch are provided.

Los Angeles
       Wachovia HQ - Brentwood
       11601 Wilshire Blvd., Wilshire Room,
       Regus Conference Center (12BI1)
       Los Angeles CA 90025    Transportation map
       Complimentary morning and afternoon
       refreshment breaks and lunch are provided.

New York
       New York Mercantile Exchange (NYMEX)
       1 North End Avenue
       New York NY 10282     Transportation map
       Complimentary morning and afternoon
       refreshment breaks are provided.
OR
       National Futures Association
       120 Broadway, Suite 1125
       New York NY 10271     Transportation map
       Complimentary morning and afternoon
       refreshment breaks are provided.

San Francisco
       AMA's Executive Conference Center at the Marriott Hotel
       55 Fourth Street, 2nd Level
       San Francisco CA 94103
       Complimentary morning and afternoon
       refreshment breaks and lunch are provided.

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

Register Now