What You'll Learn
Options Explained Simply
Understand how options work without jargon, hype, or complexity.
The Wheel Strategy, Step by Step
Learn how cash-secured puts and covered calls work together as a repeatable system.
A Repeatable Decision Framework
Build confidence through rules and process. Shift from predictions to probabilities when evaluating trades.
Is This Course Right For You?
✅ This course is a great fit if you: ✔️ Are new to options trading ✔️ Want a structured, rules-based approach ✔️ Prefer long-term thinking over fast trades ✔️ Are curious about using options in tax-advantaged accounts ✔️ Value education over speculation
What You Get When You Enroll
🎥 On-Demand Video Lessons Clear, beginner-friendly explanations you can revisit anytime. 🛠 Practical Strategy Walkthroughs Learn how the Wheel Strategy works in real scenarios. 📚 Lifetime Access Move at your own pace and return as your knowledge grows. 🧭 Education-First Approach No signals, no hype, just structured learning. 📄 Downloadable PDFs & Reference Guides Quick-reference materials to reinforce concepts and support practical application. 🏦 Brokerage Platform Guidance Suggestions on brokerages and account setup considerations for trading options responsibly.
Course Curriculum
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1
Welcome + Course Foundations
- Welcome to the Course Free preview
- Why Options Trading Is Perfect for Small Business Owners Free preview
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(Included in full purchase)
How to Use This Course
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(Included in full purchase)
Course Orientation
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2
Options Trading Basics
- What Is an Option? Free preview
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(Included in full purchase)
Ticker Symbol - The Foundation of Every Options Trade
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(Included in full purchase)
Strike Price - What It Means & Why It Matters
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(Included in full purchase)
Expiration Date - How Time Affects the Trade
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(Included in full purchase)
Premium - How You Actually Make Money
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(Included in full purchase)
Calls vs Puts - The Only Difference You Need to Know
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(Included in full purchase)
ITM vs OTM - And Why We Use OTM in the Wheel Strategy
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(Included in full purchase)
Delta - The ONLY Greek You Need to Learn
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(Included in full purchase)
Assignment - What Happens When You "Get Assigned"
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(Included in full purchase)
Options Basics
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(Included in full purchase)
Options Glossary
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(Included in full purchase)
Delta Cheat Sheet
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3
Tax-Advantaged Accounts for Trading & Wealth Building
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(Included in full purchase)
What Is a Roth IRA - And Why It's a Game-Changer for Options
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(Included in full purchase)
What is a Solo 401(k) - Perfect for Entrepreneurs
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(Included in full purchase)
What Is an HSA - And Why It's the Most Underrated Tax-Free Account
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(Included in full purchase)
Where Business Owners Should Put Their Money - The MarginWise Account Priority Order
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(Included in full purchase)
Tax-Advantaged Accounts
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(Included in full purchase)
Which Brokers Allow Options in Tax-Advantaged Accounts
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(Included in full purchase)
Where Business Owners Should Put Their Money
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(Included in full purchase)
The MarginWise Capital Allocation Map
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(Included in full purchase)
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4
The Wheel Strategy
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(Included in full purchase)
Why the Wheel Is the Best Beginner Strategy
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(Included in full purchase)
Step 1: Selling Cash-Secured Puts (CSPs)
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(Included in full purchase)
Step 2: Getting Assigned Shares
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(Included in full purchase)
Step 3: Selling Covered Calls
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(Included in full purchase)
Real-Life Examples of the Wheel Strategy
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(Included in full purchase)
The Wheel Strategy
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(Included in full purchase)
The Wheel Strategy Checklist
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(Included in full purchase)
Strike & Expiration Selection Guide
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(Included in full purchase)
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5
Placing Real Trades
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(Included in full purchase)
How to Read the Options Chain
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(Included in full purchase)
Placing a Cash-Secured Put in Fidelity
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(Included in full purchase)
Placing a Covered Call in Fidelity
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(Included in full purchase)
Placing a Cash-Secured Put in Robinhood
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(Included in full purchase)
Placing a Covered Call in Robinhood
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(Included in full purchase)
How to Manage an Open Options Position
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(Included in full purchase)
Avoiding Costly Beginner Mistakes When Placing Trades
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(Included in full purchase)
Placing a Cash-Secured Put in the Fidelity Mobile App
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(Included in full purchase)
Placing a Covered Call in the Robinhood Mobile App
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(Included in full purchase)
Placing Trades
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(Included in full purchase)
Beginner Mistakes Checklist
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(Included in full purchase)
Daily/Weekly Management Checklist
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(Included in full purchase)
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6
Your Weekly Options Trading Routine
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(Included in full purchase)
The Weekly Trading Routine
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(Included in full purchase)
Position Sizing - How Much to Trade
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(Included in full purchase)
Scaling Your Wheel Strategy Over Time
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(Included in full purchase)
Weekly Routine + Risk Management
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(Included in full purchase)
Trade Log Template
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(Included in full purchase)
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7
Course Wrap-Up + Next Steps
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(Included in full purchase)
Recap - You Now Know How to Trade
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(Included in full purchase)
What to Do Next - Your 30-Day Action Plan
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(Included in full purchase)
30-Day Trading Action Plan
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(Included in full purchase)
How the Course Works
1️⃣ Enroll & Get Instant Access Start learning immediately after checkout. 2️⃣ Learn at Your Own Pace Short lessons designed to build understanding step by step. 3️⃣ Apply the Framework Thoughtfully Use what you learn to make more informed decisions inside your own accounts. 4️⃣ Revisit as You Grow The course stays with you as your experience evolves.
Meet Your Instructor
For Business Owners
MarginWise was created to help business owners make more intentional decisions with their capital, especially once profits start to accumulate.
Philosophy
This course reflects the same philosophy: Clear thinking, disciplined strategy, and education-first decision making.
Education
MarginWise does not provide financial advice or manage accounts. Everything taught here is for educational purposes only.
Build a Strong Foundation in Options Trading
If you want to learn the Wheel Strategy the right way, with clarity, structure, and discipline, this course is the place to start.