富融培训课程

COA:Certified Option Advisor,注册期权顾问认证


Enroll in the COA Program to begin earning the Certified Option Advisor(COA) credential, the most respected and recognized options investment management designation in the world. 


The COA Program provides a strong foundation of advanced options investment analysis and real-world options strategies management skills that will give you a career advantage.


Why Choose the COA Program?


  • The COA Program curriculum covers concepts and skills you will use at all stages of your career in options investment.
  • The self-paced, online format makes it easier for you to continue working while you complete the program.
  • Completing the COA Program shows employers and clients you have mastered a broad range of practical options investment management and advanced investment strategies.

  • Become a COA Charterholder


    Earning the COA charter demonstrates you have the knowledge, skills, and experience needed for options investment analysis and management in today’s dynamic derivatives markets.


    Because the practice-analysis based curricula and ethics foundation are so highly valued:

    • The COA curricula are incorporated into more than 100 options strategies.
    • The COA charter is often listed by hiring firms as a prerequisite for employment in securities fields.


    Enrolling in the COA Program gives you access to:

    • Membership in the global association of options investment professionals.
    • Local market and regulatory expertise through COA member societies.


    Global recognition of the COA Program means that:

    • Many regulatory agencies offer waivers from licensing exams.
    • Graduate school programs offer waivers from admission exams (e.g., the GMAT).
    • Many financial and investment-related certification organizations grant waivers from qualifying exams or continuing education requirements.

    Get the fact card (PDF), which covers program benefits, what's covered in the program, jobs the program prepares you for, and how to earn the charter.



    How To Become a COA holder

    • Agree to follow the COA Institute Code of Ethics and Standards of Professional Conduct.
    • Pass the COA Program exams for Levels I and II.
    • Have one years of qualified investment experience in options investment.
    • Become a regular member of COA Institute and apply for membership in a COA member society.