Learning Center

Learning Center.

Welcome to our Learning Center, which has courses of study and exams offering continuing education (CE) credits for:

These are online self-study courses that you can take at your convenience. Our courses can also be woven together to create a company internal certification program on equity compensation.

Our Programs Offer

Self-Study Courses And Exams

Each course features articles, FAQs, podcasts, and videos from myStockOptions. The answer key for each exam also links to relevant content on the site for further reading and learning. To read a course of study and/or take an exam for continuing-education credit, please click on a link below.

"Thank you for providing the exams for continuing education credit. They are very helpful when we can't attend continuing education seminars/meetings."
Ginny Bicking, CEP

CPE For Certified Public Accountants (CPAs)

The self-study courses and exams in the Learning Center may informally qualify for self-determined CPE. Many states have a process for CPAs to self-determine whether a program qualifies as acceptable continuing education. For example, Massachusetts, which does not have a registration requirement for CPE programs, allows CPAs to self-determine and self-report their continuing education activities. CPAs are encouraged to take our courses and exams and determine whether they comply with their states' rules for CPE credits. Please note that for its live webinars, myStockOptions has been approved as a registered sponsor on the National Registry of CPE Sponsors. Live webinars at the myStockOptions Webinar Channel offer CPE credits.

CE For CFA Charterholders

Chartered Financial Analysts (CFAs) are encouraged to take our courses and exams and include them when they self-document their continuing professional development in the online CE tracker on the CFA Institute website.

More CE At

For additional courses offering 6 CFP continuing education credits, along with 6 Professional Achievement in Continuing Education (PACE) credit hours for CLU® and ChFC® certifications, and up to 12 CPE hours for credentialed ASPPA members, see the Learning Center at is a separate website on nonqualified deferred compensation.

myStockOptions Webinars

See the myStockOptions Webinar Channel for upcoming webinars and past webinars on demand. Each webinar (100 mins) offers 2.0 CE credits for CFP, CPWA/CIMA, CEP, EA (live webinars only), and CPE (live webinars only).

Restricted Stock & RSU Financial Planning: Insights From Leading Advisors. Practical expertise, including case studies, on planning for restricted stock/RSUs from three leading financial advisors in this special niche.

Stock Compensation Bootcamp For Financial Advisors. Whether you are new to stock comp or want to sharpen your knowledge, our bootcamp webinar provides practical information and insights to maximize success.

Preventing Tax-Return Mistakes With Stock Comp & Stock Sales. Understand the rules of tax-return reporting for stock options, restricted stock/RSUs, ESPPs, and sales of company shares. Learn how to avoid common mistakes that lead to overpaid tax or unwanted IRS attention.

"Strong technical knowledge, great personalities kept me engaged, and the ability to relate to client cases gave me actionable advice I needed."

Stock Option Exercise Strategies: Advanced Bootcamp. It is crucial to have a plan for stock option exercises. This webinar features compelling strategies from a panel of three experts in financial and tax planning for option exercises.

Stock Comp Financial Planning For Private Company Employees: From Startup To IPO Or Acquisition. Equity comp in private companies is different. Learn the related financial and tax planning with three leading financial and tax advisors, including real-world case studies.

Negotiating Equity Compensation: How Advisors Can Help Clients. Learn the best ways to evaluate and negotiate equity compensation in job offers and how to protect it at job termination.

Strategies For Concentrated Positions In Company Stock. Wealth is won and lost through the management of concentrated company stock positions. In this webinar, experts at managing concentrated stock wealth explain strategies and solutions.

10b5-1 Trading Plans And Other SEC Rules Advisors Need To Know. Learn the fundamentals, best practices, and most effective designs for Rule 10b5-1 trading plans. This webinar features top legal and financial experts presenting practical guidance and real-world case studies for financial advisors.

Year-End Financial & Tax Planning For Equity Comp. Boost your knowledge of year-end and year-start strategies for stock options, restricted stock/RSUs, ESPPs, and company stock holdings to help you make smarter decisions and prevent costly mistakes.

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