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.

May 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)

Thursday, May 5, 2022
10:30 - 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)

Thursday, May 12, 2022
10:30 - 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)

Thursday, May 19, 2022
10:30 - 11:30 a.m. ET

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

Thursday, May 26, 2022
10:30 - 11:30 a.m. ET

Presenter

Andrew McGowin Andrew McGowin began his career at Fidelity Investments in 2016. Before joining the Trading Strategy Desk®, he spent time in many different roles, most recently with the Active Trader VIP Desk. He is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a General Securities Sales Supervisor (Series 10). Prior to joining Fidelity, Andrew graduated from the University of North Florida with bachelor’s degrees in Political Science and English. He graduated from Southern New Hampshire University with a master’s degree in Applied Economics.


June 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, June 7, 2022
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)

Tuesday, June 14, 2022
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)

Tuesday, June 21, 2022
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.

Tuesday, June 28, 2022
2:30 - 3:30 p.m. ET

Presenter

Peter JanssenPeter Janssen, CFP®, 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®)


July 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, July 6, 2022
12:00 - 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)

Wednesday, July 13, 2022
12:00 - 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)

Wednesday, July 20, 2022
12:00 - 1:00 p.m. ET

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

Wednesday, July 27, 2022
12:00 - 1:00 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.