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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.

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 Register for Week 1
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 Register for Week 2
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 Register for Week 3
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 Register for Week 4

Presenters

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).

January 2022

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)	Tuesday, January 4, 2022 2:30 - 3:30 p.m. ET Register for Week 1
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)	Tuesday, January 11, 2022 2:30 - 3:30 p.m. ET Register for Week 2
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)	Tuesday, January 18, 2022 2:30 -3:30 p.m. ET Register for Week 3
Week 4: Trading and analyzing options Review different ways of finding, analyzing, and trading your options strategy ideas.	Tuesday, January 25, 2022 2:30 - 3:30 p.m. ET Register for Week 4

Presenter

James Savage began his career with Fidelity in 2014 as a trader in our Service function. Since then he has held roles in our Premium Service and Active Trader Service functions. James joined the Trading Strategy Desk^® in October of 2019. He currently holds the Series 7 & 63 licenses, and is a Registered Options Principal (Series 4).

February 2022

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, February 2, 2022 12:00 - 1:00 p.m. ET Register for Week 1
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, February 9, 2022 12:00 - 1:00 p.m. ET Register for Week 2
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, February 16, 2022 12:00 - 1:00 p.m. ET Register for Week 3
Week 4: Trading and analyzing options Review different ways of finding, analyzing, and trading your options strategy ideas.	Wednesday, February 23, 2022 12:00 - 1:00 p.m. ET Register for Week 4

Presenter

Peter Janssen, CFA^®, joined Fidelity Investments in 2010. Before joining the Trading Strategy Desk®, he held several roles most recently with the Active Trader VIP Desk. Prior to joining Fidelity, Peter graduated from the University of North Texas with a Bachelor’s degree in Finance. He is currently a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a Certified Financial Planner (CFP®)

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Active Trader Pro®: A weekly class for beginners