A thoughtfully designed curriculum.
A hand-picked team.

Hire a Morningstar Coach to teach you to optimize the returns and manage the risks of your portfolio. Sign up for your free introductory session.

Morningstar’s Option Investing curriculum is specifically designed to teach you to invest with confidence, and to develop your option investing skills. You’ll learn to use options to enhance the returns and control the risks of your investment portfolio, while avoiding pitfalls. You’ll learn Morningstar’s unique approach to applying the fundamental research methodologies used by the world’s most successful investors to the option market. Bottom line, our coaches will teach you to achieve your investing objectives using sound option investing principles.

Morningstar's Option Investing Course helps you:

  • Assess your investing objectives and portfolio
  • Analyze companies to identify the best option investing opportunities
  • Successfully execute your investing strategies
  • Use options to manage your investing portfolio

Plus, if you do not complete an investing plan that helps you find and execute option investments upon completion of your program, we'll continue to work with you until you do. That's Morningstar's promise to you.

See for yourself with a free introductory session. Accept our exclusive invitation and sign up now. Call 1-800-615-6178 ext. 5600 with any questions.

I'm Phil Guziec, and I’ve worked for years to integrate the rigorous financial theories from the best financial minds in the world with Morningstar’s fundamental research to develop the Morningstar approach to option investing. Now I’d like to share this innovative investing methodology with you, teaching you how to invest using options to achieve your financial goals.

I've personally developed the Morningstar Option Investing curriculum to teach you these methods, and worked closely with our coaching team to help them help you deliver on the Morningstar approach to option investing--an approach grounded in fundamental research and focused on your individual goals.

Wishing you successful investing,

Philip Guziec, CFA,
Derivatives Investing Strategist

Phil Guziec, CFA

A derivatives strategist for Morningstar, Guziec is the creator of the Morningstar Options Training Program. Phil is an industry pioneer in applying fundamental research to value options and in using graphical analysis to demystify the complexities of option transactions.

Guziec has also worked as a management consultant to automotive, alternative energy, and industrial companies focusing on business planning and technology development, and as a product development engineer at Ford Motor Company. He holds bachelor's degrees in economics and mechanical engineering and a master's degree in mechanical engineering from the University of Illinois at Urbana-Champaign, and is a member of the Phi Beta Kappa Society. He also holds a master's degree in business administration in analytic finance and marketing, with honors, from the University of Chicago Booth School of Business. Guziec also holds the Chartered Financial Analyst (CFA) designation.