Back to basics

Fidelity Investments and the OCC team up for an educational event designed to help you become a more confident investor.

Wednesday, March 24, 2021— see event details below

Date: Wednesday, March 24, 2021 Duration: Three 60-minute sessions Time: Noon – 3:00 p.m. ET

Join us as options professionals from Fidelity Investments and the OCC team up for an educational event designed to help you become a more confident investor. You will lean option strategy basics, how options are priced, and common scenarios where options can help to achieve specific goals.


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Times Sessions Registration
Noon - 1:00 p.m. ET

Session 1 | Back to basics: Core option concepts
Do you think you might want to trade options? Please join Fidelity and the OCC where we will cover the basics for those new to options trading or for anyone looking for a refresher.

  • What are options? 
  • How do options work 
  • What you need to know before trading options
1:00 p.m. – 2:00 p.m. ET Session 2 | Understanding how options are priced
Ready to trade options? Is the option price or premium high or a bargain? How will volatility impact the price? Understanding how to value the option premium and the impact of volatility can be helpful in making trading decisions. Join us where the OCC and Fidelity will dig into options pricing to give you more confidence in your option trade decisions. We will provide real examples and show you how to evaluate the price and place a trade.
2:00 p.m. – 3:00 p.m. ET

Session 3 | Getting started with options: Strategies and ideas
If you want to trade options and you aren’t quite sure where to start, please join us for this session where we will explore some common scenarios where options can help to achieve specific goals including: 

  • Directional trading for short term opportunity capture 
  • Adding Alpha to your portfolio via covered call writing 
  • Potentially helping to protecting security gains


Presenters

Edward J. Modla

Edward J. Modla

Principal, Investor Education
Options Clearing Corporation

Allen Helm

Allen Helm

Regional Brokerage Consultant
Fidelity Investments