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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. The balance sheet
  2. The income statement
  3. 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
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
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
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 Beginner
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. Using a scattergraph in fixed income analysis
  2. Using the bond ladder tool
  3. Conducting fixed income analysis on Fidelity.com
  4. Using the Bond Fund & Fixed Income Illustrators
  5. 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
Maximizing options tools in Active Trader Pro® (View Lessons)

Course Details

  1. Analyzing option statistics in Active Trader Pro®
  2. Probability analysis in Active Trader Pro®
  3. Using the Active Trader Pro® options profit & loss calculator
  4. Trading options in Active Trader Pro®
Course Intermediate
Trading strategies (View Lessons)

Course Details

  1. Swing trading setups
  2. Day trading
  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 Beginner

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