Margin for Options: An Introduction - Online

This module will provide you with an overview of both margin and options. First, we will briefly review margin terminology. Then we will learn about options, including basic option terminology and transactions.

This course replicates the content from lesson 1 of Margin II: Advanced Margin for Options - 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.


Those working with margin accounts that include options
Students will be able to:
  • Recognize the concept of margin, the two customer account types, and the basic terminology used in margin trading.
  • Define 'option' and identify the roles of buyers and sellers of options.
  • Identify basic option terminology and related transactions.
Knowledge of basic margin regulations and options is assumed.
  • Cash Account Option Transactions - Online
  • Long Options in Margin Accounts - Online
  • Covered and Uncovered Calls in Margin Accounts - Online
  • Covered and Uncovered Puts in Margin Accounts - Online
  • Day-Trading Margin Rules - Online
  • Margin for Options: An Introduction
    • Review of margin definitions, terminology and requirements for equity securities
    • Regulation T and maintenance calls
    • Options background and terminology
    Duration: 1 hour