Technical Analysis for Options Strategy Selection and Management

(Originally aired on October 18, 2022)

Some options strategies are based on probabilities, while others are based on an expected directional move. This session will discuss ways to use technical analysis to find potential trade setups in equities, ETFs and indexes, which options strategies might be suitable for that situation, and how technical indicators can assist with trade management. This informative webcast can help you:

• Discuss technical studies such as relative strength and ratio charts to identify potential areas of strength and weakness in the market.
• Identify trends, price patterns, volatility, and support and resistance levels to aid in selecting an options strategy along with appropriate strike prices and expiration dates.
• Explore the link between options probabilities and technical price levels.
• Establish criteria for managing options positions, such as when to potentially adjust positions based on changes in trend and sentiment.

Continuing Education (CE) Credit: 1 CERTIFIED FINANCIAL PLANNER™ (CFP™) CE credit. 1 CIMA®, CPWA®, CIS^sm and RMA^sm CE credit.

Note: CE credits are not available when accessing the webcast through the replay link. You must attend the live webcast to be eligible for the CE credits.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options. Spread trading must be done in a margin account. Multiple leg options strategies will involve multiple transaction costs. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options". Supporting documentation for any claims or statistical information is available upon request. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

Technical analysis is not recommended as a sole means of investment research.