“I gained valuable insight into the exam from the Boot Camp. The webinars were just the right length.”

—Marc Levin, Level 2

Training & Education: Courses

We offer classes year-round in a variety of formats.

Employee Stock Options Education

Custom Training for Your Employees -- Restricted Stock and Units, Employee Stock Purchase Plans, Stock Option Plans

The customized presentation will focus on the purpose of equity-based compensation to employees, what is a stock option or restricted stock unit, a customized review of the Company's plan features, terminology the employee should know, the option grant process, exercising your options, and tax consequences.

Call for quote
Stock (408) 850-1711
 +  CEP credits available at 1 per hour.
  *  CPE credits available.