(Specific) Financial Products & Associated Risk Management

Fundamentals of Hong Kong Listed Equity Options



This course aims to provide participants with knowledge in the Hong Kong listed equity options market and the related product features, risks and benefits, as well as operations of the product.


1. Overview of HK listed equity options market
2. Comparison of equity options and ELI/ELN
3. Basic product features and pricing mechanism of listed equity options
4. Operations and logistics on options trading, e.g., margin calculations and settlements
5. Basic option strategies: how do investors and traders make money? Associated risks and benefits?
6. Examples and scenarios under different market conditions, and how they affect the profit and loss of the trades

Who should attend

This course is primarily targeted to those who would like to gain the basic understanding of the Hong Kong listed equity options.

Speaker/Course Instructor

Kimson KAN
Mr Kan has over eight years of experience working in an international investment bank, particularly in derivatives products. He is an equity derivatives technical expert who has the ability to price the daily Theoretical Values for Index and stocks options, warrants, and to calculate historical volatility for HSI Index, futures and options. He possesses a Master degree in Economics and Bachelor degree in both Finance and Accounting


Date & Time
Thursday, 6 Dec 2018 (6:30PM - 8:30PM)
HKSI Institute Training Centre
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Trad. Chi / Cantonese
SFC:2.00, PWMA:2.00