Active Trader Pro®: A weekly class for beginners

Our trading professionals at the Trading Strategy Desk® will conduct a 4-week virtual classroom course with a small group of investors who would like to maximize the capability of the Active Trader Pro® platform.

Virtual classroom details

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This class will cover key concepts and practical application of the program including: initial set-up, placing trades, charting, and options analysis. There will be homework assigned after each session to help you apply your growing knowledge. Each class will build on the prior week's class, so please plan on registering for and attending all 4 weeks. These sessions are fully interactive, you will be able to ask questions, and we will show you the online tools to help you apply your knowledge.

September 2019

Session Date and time

Week 1: Setting up Active Trader Pro®
The basics, benefits of using Active Trader Pro® as well as general navigation of the platform.

Print and complete the homework assignment from Week 1 (PDF)

Wednesday, September 4, 2019
2:30 p.m. – 3:30 p.m. ET

Week 2: Placing trades and monitoring orders
Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform.

Print and complete the homework assignment from Week 2 (PDF)

Wednesday, September 11, 2019
2:30 p.m. – 3:30 p.m. ET

Week 3: Using the advanced charting capabilities
Learn about the components of creating a technical system and how to apply these concepts to your charts.

Print and complete the homework assignment from Week 3 (PDF)

Wednesday, September 18, 2019
2:30 p.m. – 3:30 p.m. ET

Week 4: Trading and analyzing options
Review different ways of finding, analyzing, and trading your options strategy ideas.

Wednesday, September 25, 2019
2:30 p.m. – 3:30 p.m. ET

Presenter

Brett YoderBrett Yoder's career with Fidelity began in 2010 as a trader in our Service function. Since then he has held roles in our International Trading, Premium Service, and Active Trader Service functions. Brett joined the Trading Strategy Desk® in January of 2017. He currently holds the Series 7 & 63 licenses, and is a Registered Options Principal (Series 4).


October 2019

Session Date and time

Week 1: Setting up Active Trader Pro®
The basics, benefits of using Active Trader Pro® as well as general navigation of the platform.

Print and complete the homework assignment from Week 1 (PDF)

Monday, October 7, 2019
Noon – 1:00 p.m. ET

Week 2: Placing trades and monitoring orders
Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform.

Print and complete the homework assignment from Week 2 (PDF)

Monday, October 14, 2019
Noon – 1:00 p.m. ET

Week 3: Using the advanced charting capabilities
Learn about the components of creating a technical system and how to apply these concepts to your charts.

Print and complete the homework assignment from Week 3 (PDF)

Monday, October 21, 2019
Noon – 1:00 p.m. ET

Week 4: Trading and analyzing options
Review different ways of finding, analyzing, and trading your options strategy ideas.

Monday, October 28, 2019
Noon – 1:00 p.m. ET

Presenter

Brian Isabelle, CMT®Brian Isabelle, CMT® Since beginning his career in finance in 1999 working on an over-the-counter trading desk, Brian has worked for several different firms, joining Fidelity in 2011. He spent time in our Active Trader Services function before joining Fidelity's Trading Strategy Desk® in June 2014. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Brian also holds the designation of Chartered Market Technician® (CMT).


November 2019

Session Date and time

Week 1: Setting up Active Trader Pro®
The basics, benefits of using Active Trader Pro® as well as general navigation of the platform.

Print and complete the homework assignment from Week 1 (PDF)

Friday, November 1, 2019
Noon – 1:00 p.m. ET

Week 2: Placing trades and monitoring orders
Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform.

Print and complete the homework assignment from Week 2 (PDF)

Friday, November 8, 2019
Noon – 1:00 p.m. ET

Week 3: Using the advanced charting capabilities
Learn about the components of creating a technical system and how to apply these concepts to your charts.

Print and complete the homework assignment from Week 3 (PDF)

Friday, November 15, 2019
Noon – 1:00 p.m. ET

Week 4: Trading and analyzing options
Review different ways of finding, analyzing, and trading your options strategy ideas.

Friday, November 22, 2019
Noon – 1:00 p.m. ET

Presenter

Nicholas DelisseNicholas Delisse joined Fidelity in May 2012. He has been a part of Fidelity's Trading Strategy Desk® since June 2014. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Nicholas graduated from Texas Tech University with a Bachelor's degree in Economics.