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View all Learning Center Courses

Title Type Level
All about dividends (View Lessons)

Course Details

  1. What are dividends?
  2. Why dividends matter
  3. Dividends and taxes
  4. Picking dividend stocks
Course Intermediate
An introduction to mutual funds and Fidelity’s tools (View Lessons)

Course Details

  1. What are mutual funds?
  2. Mutual fund fees & expenses
  3. Mutual fund taxes
  4. Types of mutual funds
  5. What are domestic stock funds?
  6. What are international & global stock funds?
  7. Navigating through the Mutual Fund Center
  8. Using the mutual fund library to evaluate funds
  9. Conducting mutual fund research with the fund evaluator
Course Beginner
An introduction to sector investing (View Lessons)

Course Details

  1. The business cycle and its investing implications
  2. Why market cap matters
  3. Sector rotation: An introduction
  4. Sector investing with mutual funds and ETFs
  5. Industry statistics to consider
  6. Researching sectors & industries on Fidelity.com
Course Beginner
An introduction to the fixed income market (View Lessons)

Course Details

  1. What are money market funds?
  2. What is a CD?
  3. What is a bond?
  4. Bond prices, rates and yields
  5. What are bond funds?
  6. Bonds vs. bond funds
  7. Types of bond funds
  8. Bond ratings
  9. Evaluating a bond fund
Course Beginner
Annual and quarterly financial reports: The primary sources of fundamental data (View Lessons)

Course Details

  1. Seek the primary source for fundamental data
  2. The balance sheet
  3. The income statement
  4. The statement of cash flows
Course Beginner
Basics of sectors and industries (View Lessons)

Course Details

  1. What are sectors and industries? A guide to frequently asked questions
  2. Classifying the world's businesses: a guide to industry sectors
  3. Know your sectors and industries
  4. The Global Industry Classification Standard (GICS): An objective language for sectors
  5. The limitations of sector classification systems
Course Beginner
Beginners guide to technical analysis (View Lessons)

Course Details

  1. What is Technical Analysis?
  2. What are charts?
  3. Basic concepts of trend
  4. Support and resistance
Course Beginner
Build your fixed income portfolio (View Lessons)

Course Details

  1. Diversify your portfolio
  2. Bond investment strategies
  3. Types of bond funds
  4. Retirement income strategies
  5. Evaluating a bond fund
Course Intermediate
Company categories and their significance (View Lessons)

Course Details

  1. Understanding market capitalization
  2. What are sectors and industries? A guide to frequently asked questions
  3. Understanding the differences between Domestic, International, and Global Companies
  4. Understanding American Depositary Receipts (ADRs)
Course Beginner
Debt and Equity: The pillars of the company's finances (View Lessons)

Course Details

  1. A tale of two paths to capital: Debt and equity
  2. The basics of debt
  3. The basics of equity
  4. Convertibles and preferreds
Course Beginner
Find, analyze, and execute options strategies on Fidelity.com (View Lessons)

Course Details

  1. Getting started with options analysis on Fidelity.com
  2. Navigating & customizing the option chain
  3. Creating market scans
  4. Generating strategy ideas
  5. Using the strategy evaluator
  6. Using the probabilty calculator
  7. Using the profit and loss calculator
  8. Trading options on Fidelity.com
Course Beginner
Fixed income yield and beyond (View Lessons)

Course Details

  1. Risks of fixed income investing
  2. What is a yield curve?
  3. Tax implications of bonds and bond funds
  4. Bond investment strategies
  5. What are Fixed Rate Capital Securities (FRCS)?
  6. What are Mortgage-Backed Securities?
Course Intermediate
Fundamental values and market values for a company's securities may differ (View Lessons)

Course Details

  1. Reality Check 1: Comparing market-derived and fundamentally derived values for equity
  2. Reality Check 2: Comparing market-derived and fundamentally derived values for bonds
  3. Market factors that create valuation disparities
  4. Interpreting price signals across markets
Course Intermediate
Generally Accepted Accounting Principles (GAAP) (View Lessons)

Course Details

  1. The essentials of GAAP: How it shapes fundamental data
  2. Circumstances where adjustments to GAAP figures might be useful
  3. Normalizing the GAAP perspective on fundamentals
Course Intermediate
Getting started with ETFs/ETPs (View Lessons)

Course Details

  1. What are ETFs?
  2. Benefits of ETFs
  3. The drawbacks of ETFs
  4. A primer on ETF valuation
  5. ETFs vs. Mutual Funds: Cost comparison
  6. ETFs vs. Mutual Funds: Tax Efficiency
  7. Understanding rating methods
  8. Using ratings as part of the ETF selection process
Course Intermediate
Have an old 401(K)? Here's what you need to know (View Lessons)

Course Details

  1. Options for your old 401(k)
  2. Make the most of company stock
  3. Beware of cashing out
  4. Rolling over your retirement plan assets
Course Intermediate
Leveraging fixed income & bond investing tools on Fidelity.com (View Lessons)

Course Details

  1. Navigating the Fixed Income & Bonds page on Fidelity.com
  2. Using a scattergraph in fixed income analysis
  3. Conducting fixed income analysis on Fidelity.com
  4. Using the Bond Fund & Fixed Income Illustrators
  5. Evaluating interest rate risk in your fixed income portfolio
  6. Using the bond ladder tool
  7. Establishing & interpreting fixed income alerts
Course Beginner
Making the most of Active Trader Pro® (View Lessons)

Course Details

  1. Getting started with Active Trader Pro®
  2. Managing your accounts in Active Trader Pro®
  3. Trading in Active Trader Pro®
  4. Placing conditional orders in Active Trader Pro®
  5. Visually explore trade and risk management strategies with Trade Armor™
  6. Charting in Active Trader Pro®
  7. Using advanced charting in Active Trader Pro®
Course Beginner
Managing your portfolio with Accounts & Trade (View Lessons)

Course Details

  1. Exploring your portfolio pages on Fidelity.com
  2. Navigating & customizing your portfolio view
  3. Evaluating your open positions
  4. Tracking your account activity
  5. Reviewing your account balances on Fidelity.com
  6. Trading online with Fidelity
Course Beginner
Maximizing options tools in Active Trader Pro® (View Lessons)

Course Details

  1. Probability analysis in Active Trader Pro®
  2. Using Strategy Ideas in Active Trader Pro® to find covered calls
  3. Analyzing option statistics in Active Trader Pro®
  4. Using the Active Trader Pro® options profit & loss calculator
  5. Trading options in Active Trader Pro®
Course Intermediate
Other resources for fundamental financial information (View Lessons)

Course Details

  1. Cast your net widely for fundamentals
  2. Getting the most out of supplemental company reports
  3. Introduction to Standard & Poor’s Compustat
  4. Mining the wealth of fundamental data
  5. Sources of special insight into fundamentals
Course Beginner
Retirement plan options for small business owners (View Lessons)

Course Details

  1. Selecting a small business plan
  2. Understanding the SEP-IRA
  3. Understanding the SIMPLE IRA
  4. Understanding the Self-Employed 401(k)
Course Intermediate
Techniques for assessing a company's value from its fundamentals (View Lessons)

Course Details

  1. Dividend, cash-flow, and earnings discount models
  2. Computing marketable asset values
  3. Deconstructing the assumptions used for reported book values
Course Intermediate
The role of debt in fundamental analysis (View Lessons)

Course Details

  1. Basics of credit analysis
  2. The significance of default
  3. Currency and debt
Course Beginner
Trading strategies (View Lessons)

Course Details

  1. Swing trading setups
  2. Day trading: Strategies and risks
  3. Trading on the news
  4. Pairs trading
  5. Range trading
  6. Selling short
  7. Momentum trading strategies
Course Intermediate
Types of ETFs/ETPs (View Lessons)

Course Details

  1. Index ETFs
  2. Bond ETFs
  3. Commodity-Based ETFs
  4. International ETFs
  5. Foreign currency ETFs
  6. Inverse ETFs
  7. Leveraged ETFs
  8. Actively managed ETFs
  9. Exchange Traded Notes
Course Intermediate
Using key financial metrics and ratios (View Lessons)

Course Details

  1. Company valuation ratios
  2. Management and growth ratios
  3. Earnings, dividends, and valuation
Course Intermediate

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