Holistic Financial Planner and Coach

This course is for those who have experience in buying and selling stocks and have ideas of stop loss, trailing stop loss, various charts, and market indicators.

Learn the concept of options trading, this is a series of 4 classes with a total of 6 hours of training.

Will discuss various option strategies

1. Call
2. Put
3. Covered Calls / Naked Calls
4. Covered Put/Naked Puts
   out of money / in the money
5. Strike /Premium
6. Various risk factor
7. How to close a position in the options
8. Implied volatilities and various spreads

Max risk vs Max reward on the option strategies
How to read the option tables,
difference between European and American options.

Various Strategies such as
Butterfly spreads
Strangle
Wheel
Collar
and many more

Class dates :

Jun 3,10,17, 24
The fees ($500) to be paid at the time of registration by email money transfer to cfpmoni@gmail.com

for any questions regarding the course, please feel free to connect
Moni at 604 842 2801 (Text/ Whatsapp)

Hosted by: Moni Chakraborti, CFP
(over 20 years of experience in the Banking industry as a Financial Planner, )

If you are in the market ready to purchase your first home either now or in the next few years, this webinar will give you lots of ideas and perspectives.

What is a Stress test?
What are the critical ratios and what do banks look at before they approve?
Some savings vehicles newly introduced by the Government such as FHSA the first-time home buyer's savings account.
How important it is to keep your credit bureau straight with a high beacon score? How much Beacon score is good?
What CMHC (Canada Mortgage Housing Corporation is looking for?)
What are the hidden expenses and what are you getting into?
and many more points will be discussed.
-What if you DO NOT qualify, what other options are available?

If you have any questions, please feel free to contact 604 842 2801 (Text or WhatsApp)

Presented By: Moni Chakraborti, CFP with 20 years experience in the banking industry