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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.

January 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, January 6, 2021 10:30 a.m. – 11:30 a.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, January 13, 2021 10:30 a.m. – 11:30 a.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, January 20, 2021 10:30 a.m. – 11:30 a.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, January 27, 2021 10:30 a.m. – 11:30 a.m. ET Register for Week 4

Presenter

Sam Shore, CMT^®, joined Fidelity in 2010 to provide trading support for Fidelity's clients. Since 2014, he has been a part of Fidelity's Trading Strategy Desk^®, helping investors with personalized coaching to aid in development and implementation of stock and/or option based trading strategies. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Sam graduated from Michigan State University with a Bachelor's degree in International Relations.

February 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)	Tuesday, February 2, 2021 2:30 p.m. – 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, February 9, 2021 2:30 p.m. – 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, February 16, 2021 2:30 p.m. – 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, February 23, 2021 2:30 p.m. – 3:30 p.m. ET Register for Week 4

Presenter

Brett 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).

March 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)	Friday, March 5, 2021 Noon – 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)	Friday, March 12, 2021 Noon – 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)	Friday, March 19, 2021 Noon – 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.	Friday, March 26, 2021 Noon – 1:00 p.m. ET Register for Week 4

Presenter

Nicholas Delisse, CFA® Nicholas Delisse, CFA^®, 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), a Registered Options Principal (Series 4), and a Chartered Financial Analyst (CFA®). Nicholas graduated from Texas Tech University with a bachelor's degree in Economics.

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Active Trader Pro®: A weekly class for beginners