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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 who are 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.

April 2021

Session	Date and time
Week 1: Introduction to 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 homework assignment (PDF) \| Download slides (PDF)	Wednesday, April 7, 2021 2:30 p.m. – 3:30 p.m. ET Register for Week 1
Week 2: Buying options This week will focus on option buying strategies for capitalizing on bullish and bearish outlooks as well as for hedging. We will cover the risk and reward profile of buying strategies by analyzing the potential profit and loss charts and how you can place an option order. Print and complete homework assignment (PDF) \| Download slides (PDF)	Wednesday, April 14, 2021 2:30 p.m. – 3:30 p.m. ET Register for Week 2
Week 3: Selling options This session will cover the income generating strategies of selling covered calls and cash secured puts. We will review the important risk considerations of selling strategies as well as how to place these orders using Fidelity’s trading tools. Print and complete homework assignment (PDF) \| Download slides (PDF)	Wednesday, April 21, 2021 2:30 p.m. – 3:30 p.m. ET Register for Week 3
Week 4: Options trade management 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. Download slides (PDF)	Wednesday, April 28, 2021 2:30 p.m. – 3:30 p.m. ET Register for Week 4

Presenter

James Savage began his career with Fidelity in 2014 as a trader in our Service function. Since then he has held roles in our Premium Service and Active Trader Service functions. James joined the Trading Strategy Desk^® in October of 2019. He currently holds the Series 7 & 63 licenses, and is a Registered Options Principal (Series 4).

April 2021 (cont'd.)

Session	Date and time
Week 1: Introduction to 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 homework assignment (PDF) \| Download slides (PDF)	Thursday, April 8, 2021 2:30 p.m. – 3:30 p.m. ET Register for Week 1
Week 2: Buying options This week will focus on option buying strategies for capitalizing on bullish and bearish outlooks as well as for hedging. We will cover the risk and reward profile of buying strategies by analyzing the potential profit and loss charts and how you can place an option order. Print and complete homework assignment (PDF) \| Download slides (PDF)	Thursday, April 15, 2021 2:30 p.m. – 3:30 p.m. ET Register for Week 2
Week 3: Selling options This session will cover the income generating strategies of selling covered calls and cash secured puts. We will review the important risk considerations of selling strategies as well as how to place these orders using Fidelity’s trading tools. Print and complete homework assignment (PDF) \| Download slides (PDF)	Thursday, April 22, 2021 2:30 p.m. – 3:30 p.m. ET Register for Week 3
Week 4: Options trade management 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. Download slides (PDF)	Thursday, April 29, 2021 2:30 p.m. – 3:30 p.m. ET Register for Week 4

Presenter

Brett Yoder, CMT^®, joined Fidelity 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).

May 2021

Session	Date and time
Week 1: Introduction to 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 homework assignment (PDF) \| Download slides (PDF)	Friday, May 7, 2021 Noon – 1 p.m. ET Register for Week 1
Week 2: Buying options This week will focus on option buying strategies for capitalizing on bullish and bearish outlooks as well as for hedging. We will cover the risk and reward profile of buying strategies by analyzing the potential profit and loss charts and how you can place an option order. Print and complete homework assignment (PDF) \| Download slides (PDF)	Friday, May 14, 2021 Noon – 1 p.m. ET Register for Week 2
Week 3: Selling options This session will cover the income generating strategies of selling covered calls and cash secured puts. We will review the important risk considerations of selling strategies as well as how to place these orders using Fidelity’s trading tools. Print and complete homework assignment (PDF) \| Download slides (PDF)	Friday, May 21, 2021 Noon – 1 p.m. ET Register for Week 3
Week 4: Options trade management 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. Download slides (PDF)	Friday, May 28, 2021 Noon – 1 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.

June 2021

Session	Date and time
Week 1: Introduction to 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 homework assignment (PDF) \| Download slides (PDF)	Thursday, June 3, 2021 10:30 a.m. – 11:30 a.m. ET Register for Week 1
Week 2: Buying options This week will focus on option buying strategies for capitalizing on bullish and bearish outlooks as well as for hedging. We will cover the risk and reward profile of buying strategies by analyzing the potential profit and loss charts and how you can place an option order. Print and complete homework assignment (PDF) \| Download slides (PDF)	Thursday, June 10, 2021 10:30 a.m. – 11:30 a.m. ET Register for Week 2
Week 3: Selling options This session will cover the income generating strategies of selling covered calls and cash secured puts. We will review the important risk considerations of selling strategies as well as how to place these orders using Fidelity’s trading tools. Print and complete homework assignment (PDF) \| Download slides (PDF)	Thursday, June 17, 2021 10:30 a.m. – 11:30 a.m. ET Register for Week 3
Week 4: Options trade management 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. Download slides (PDF)	Thursday, June 24, 2021 10:30 a.m. – 11:30 a.m. ET Register for Week 4

Presenter

Konstantin Vrandopulo began his career with Fidelity in 2012. He spent time in our Active Trader Services function before joining Fidelity's Trading Strategy Desk^®. Konstantin graduated from Valdosta State University with an M.B.A and a Bachelor's in Finance. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4).

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Getting started: A weekly options class for beginners