Active Trader Pro® A weekly class for beginners

Virtual classroom details

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.

November 2023

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, November 1, 2023
10:30 -11:30 a.m. EST

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, November 8, 2023
10:30 -11:30 a.m. EST

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, November 15, 2023
10:30 -11:30 a.m. EST

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

Wednesday, November 22, 2023
10:30 - 11:30 a.m. EST

Presenter

Troy Mahon, ChFC®

Troy Mahon joined Fidelity in 2021. He has held numerous roles in Financial Services including trading, sales, and retail banking. Prior to joining the Trading Strategy Desk®, Troy worked with the Investment Solutions team at Fidelity. He is a General Securities Registered Representative (Series 7/66) and graduated from Mount Saint Mary College with a bachelor’s degree in Mathematics. Troy also holds the Chartered Financial Consultant designation.

December 2023

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, December 1, 2023
10:30 - 11:30 a.m. EST

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, December 8, 2023
10:30 - 11:30 a.m. EST

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, December 15, 2023
10:30 - 11:30 a.m. EST

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

Friday, December 22, 2023
10:30 - 11:30 a.m. EST

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 Principal (Series 4).

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

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