Understanding Employee Stock Plans & Stock Options (Intermediate Course)

Audience: Recommended for those who are eligible to participate in their company’s employee stock plan and/or those who have been granted stock options
Length: 2 hours
Materials: Each participant will receive a 30-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

 

Course Description:

Participants who attend this course will gain a better understanding of the role company stock can play in their financial portfolio. Through interactive exercises, participants will attain a good understanding of the terminology used and the operation of employee stock plans and stock options.

Course Objectives:

  • Identify seven important features of employee stock plans.
  • Review the benefits of stock options and the risks associated with purchasing stock option shares.
  • Put into action the bargain element formula.
  • Uncover two types of employee stock options and their differences.
  • Discover and understand twelve key terms used with stock options.
  • Review four triggering events that affect a stock option’s grant expiration date.
  • Utilize three methods for exercising stock options.
  • Practice stock split calculations and assess their impact on stock options and employee stock plans.
  • Examine important information on insider trading and tipping.
  • Perform real-life calculations for employee stock plan purchases and stock option exercises.

 

 

 

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