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.

November 2018

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, November 6, 2018
3 p.m. – 4 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)

Tuesday, November 13, 2018
3 p.m. – 4 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)

Tuesday, November 20, 2018
3 p.m. – 4 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.

Tuesday, November 27, 2018
3 p.m. – 4 p.m. ET

Presenter

Cale Bearden Cale C. Bearden has been with Fidelity Investments since September of 2013 and is currently a member of Fidelity’s Trading Strategy Desk. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Prior to joining Fidelity, Cale graduated from Hardin-Simmons University with a Bachelor's degree in Finance.


December 2018

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)

Friday, December 7, 2018
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)

Friday, December 14, 2018
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)

Friday, December 21, 2018
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.

Friday, December 28, 2018
10:30 a.m. – 11:30 a.m. ET

Presenter

Brett Yoder Brett Yoder
Brett Yoder's career with Fidelity began 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).


January 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, January 8, 2019
2 p.m. – 3 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)

Tuesday, January 15, 2019
2 p.m. – 3 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)

Tuesday, January 22, 2019
2 p.m. – 3 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.

Tuesday, January 29, 2019
2 p.m. – 3 p.m. ET

Presenters

Fidelity's Trading Strategy Desk is here to help you identify and analyze trading opportunities for stocks, ETFs, and options. We assist with how to use Fidelity's tools and resources to conduct fundamental research, utilize technical analysis, and apply advanced options concepts in making trading decisions. We achieve this through holding one on one appointments, hosting online brokerage classroom sessions, and facilitating educational webinars.