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.

October 2021

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 4, 2021
10:30 a.m. - 11:30 a.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 11, 2021
10:30 a.m. - 11:30 a.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 18, 2021
10:30 a.m. - 11:30 a.m. ET

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

Monday, October 25, 2021
10:30 a.m. - 11:30 a.m. ET

Presenter

Brett Yoder, CMTBrett Yoder, CMT®, joined Fidelity 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).


November 2021

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, November 1, 2021
Noon - 1 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, November 8, 2021
Noon - 1 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, November 15, 2021
Noon - 1 p.m. ET

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

Monday, November 22, 2021
Noon - 1 p.m. ET

Presenter

Jonathan Lord, CFP Jonathan Lord, CFP® joined Fidelity in 2012 as a trader. He spent several years on the Active Trader VIP desk and recently joined the Trading Strategy Desk® in 2021. He is currently a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a Certified Financial Planner (CFP®). Prior to joining Fidelity, Jonathan graduated from Texas Tech University with a bachelor’s degree in Finance.


December 2021

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, December 8, 2021
2:30 - 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, December 15, 2021
2:30 - 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, December 22, 2021
2:30 -3:30 p.m. ET

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

Wednesday, December 29, 2021
2:30 - 3:30 p.m. ET

Presenters

Matt Davison Matt Davison began his Fidelity career in 2016. He spent time in the Service, Active Trader and Fixed Income functions prior to joining the Trading Strategy Desk®. Matt graduated from the University of Florida with a bachelor’s in Microbiology. He is currently a Registered Securities Representative (Series 7/63), and he is also a Registered Options Principle (Series 4).