Courses > Stock Plans > Understanding Employee Stock Plans & Stock Options (Intermediate Course)

Understanding Employee Stock Plans & Stock Options (Intermediate 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.

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

Materials
Each participant will receive a 30-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

Duration
2 hours

Learning Outcomes

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.