Introduction to Margin Requirements - Online

This module will explore the world of margin - what it is, how it works, and the rules that govern its use.

This course replicates the content from lesson 1 of Margin I: Intro to Margin Regulations - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

Available TodayOnlineUSD$60.00
Instructional Method:
Self-Study
Level: Basic

CPE CREDITS
1
Those new to the concept of Margin
Students will be able to:
  • Identify what margin is
  • Recognize regulations that govern margin
  • Identify types of security accounts
  • Identify specific securities that are marginable
  • Describe some of the risks and rewards of margin transactions
  • Explain the reasons for using margin
  • Review a typical Margin Agreement
  • Margin Transactions - Online
  • Margin Calls - Online
  • Margin Requirements for Day-Trading and Bonds - Online
  • Margin II: Advanced Margin for Options - Online
  • Back Office: The Margin Department - Online
    • Introduction to Margin Requirements
    • Defining margin
    • Brief history of margin regulations
    • Types of accounts and marginable securities
    • Risks and benefits of using margin
    • The margin agreement
    Duration: 1 hour