Getting started: A weekly options 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 are who seeking to understand options trading.

Virtual classroom details

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This class will cover key concepts and practical application, including: what options are, common options strategies, and how to apply those strategies in your portfolio. 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 classes are designed for those investors who have an approved options agreement on file but haven't traded yet, or have traded options only once or twice.

March 2019

Session Date and time

Week 1: What are options?
In the first week, we will cover the basics—what are options as well as key terms and concepts you will need to know to trade options.

During this interactive session, you will be able to ask questions and we will show you the online tools to help you apply your knowledge.

Print and complete the homework assignment from Week 1 (PDF)

Wednesday, March 6, 2019
2:00 p.m. - 3:00 p.m. ET

Week 2: Options pricing and more
This week will continue to cover the basics including options pricing and exercise and assignment. We will continue to look at supporting tools provided by Fidelity. Our goal is not only to help you understand key concepts but also how to apply them.

Print and complete the homework assignment from Week 2 (PDF)

Wednesday, March 13, 2019
2:00 p.m. - 3:00 p.m. ET

Week 3: How to trade single leg options strategies
Now that you understand basic concepts, we are ready to look at simple strategies. You'll learn strategies that are commonly used for first-time options traders.

Print and complete the homework assignment from Week 3 (PDF)

Wednesday, March 20, 2019
2:00 p.m. - 3:00 p.m. ET

Week 4: Monitoring your options trades and exit strategy
What happens after placing your options trade? This week's class will focus on how to manage and monitor your trade. We will review different market scenarios and the importance of having an exit strategy.

Wednesday, March 27, 2019
2:00 p.m. - 3:00 p.m. ET

Presenter

Brian IsabelleBrian Isabelle
Since beginning his career in finance in 1999 working on an over-the-counter trading desk, Brian has worked for several different firms, joining Fidelity in 2011. He spent time in our Active Trader Services function before joining Fidelity's Trading Strategy Desk in June 2014. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Brian also holds the designation of Chartered Market Technician® (CMT).


April 2019

Session Date and time

Week 1: What are options?
In the first week, we will cover the basics—what are options as well as key terms and concepts you will need to know to trade options.

During this interactive session, you will be able to ask questions and we will show you the online tools to help you apply your knowledge.

Print and complete the homework assignment from Week 1 (PDF)

Monday, April 1, 2019
Noon – 1 p.m. ET

Week 2: Options pricing and more
This week will continue to cover the basics including options pricing and exercise and assignment. We will continue to look at supporting tools provided by Fidelity. Our goal is not only to help you understand key concepts but also how to apply them.

Print and complete the homework assignment from Week 2 (PDF)

Monday, April 8, 2019
Noon – 1 p.m. ET

Week 3: How to trade single leg options strategies
Now that you understand basic concepts, we are ready to look at simple strategies. You'll learn strategies that are commonly used for first-time options traders.

Print and complete the homework assignment from Week 3 (PDF)

Monday, April 15, 2019
Noon – 1 p.m. ET

Week 4: Monitoring your options trades and exit strategy
What happens after placing your options trade? This week's class will focus on how to manage and monitor your trade. We will review different market scenarios and the importance of having an exit strategy.

Monday, April 22, 2019
Noon – 1 p.m. ET

Presenter

Sam ShoreSam Shore 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.


May 2019

Session Date and time

Week 1: What are options?
In the first week, we will cover the basics—what are options as well as key terms and concepts you will need to know to trade options.

During this interactive session, you will be able to ask questions and we will show you the online tools to help you apply your knowledge.

Print and complete the homework assignment from Week 1 (PDF)

Tuesday, May 7, 2019
10:30 a.m. – 11:30 a.m. ET

Week 2: Options pricing and more
This week will continue to cover the basics including options pricing and exercise and assignment. We will continue to look at supporting tools provided by Fidelity. Our goal is not only to help you understand key concepts but also how to apply them.

Print and complete the homework assignment from Week 2 (PDF)

Tuesday, May 14, 2019
10:30 a.m. – 11:30 a.m. ET

Week 3: How to trade single leg options strategies
Now that you understand basic concepts, we are ready to look at simple strategies. You'll learn strategies that are commonly used for first-time options traders.

Print and complete the homework assignment from Week 3 (PDF)

Tuesday, May 21, 2019
10:30 a.m. – 11:30 a.m. ET

Week 4: Monitoring your options trades and exit strategy
What happens after placing your options trade? This week's class will focus on how to manage and monitor your trade. We will review different market scenarios and the importance of having an exit strategy.

Tuesday, May 28, 2019
10:30 a.m. – 11:30 a.m. ET

Presenter

Nathaniel HerkimerNathaniel Herkimer began his career with Fidelity in 2015. He spent time in our Active Trader Services function before joining Fidelity's Trading Strategy Desk. Nathaniel graduated from Utah State University with a Bachelor in Political Science. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principle (Series 4).