Does anybody know how to access these as I need to do them to trade options etc and can't seem to find them on their website or platform. Thanks.
You need to have a certain amount of experience or prove your knowledge to access certain types of account or functions. I'm relatively new to trading so can't open a margin account or trade options without passing the tests. Problem is, I can't find the tests.
Ask them if the OIC learning modules will qualify. https://www.optionseducation.org/theoptionseducationcenter/occ-learning
I've never heard of a test to trade options in a customer account. Is that a UK regulation? We have requirements to be approved for different option levels but they are based on Financials, Investment objectives, and Risk Tolerance.
I remember taking the IB tests several years ago. I might have only needed to take them because I said that I had zero options experience. I think they presented me with the test when I requested option trading permissions.
A number of firms created proficiency tests for portfolio margin. Obviously not the same, but the tests were mostly about options. Here's an old test.
I think when he took the IB Financial-Objective-Risk survey, in the drop down for options he must have said something under 10 years or beginner.