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.

February 2020

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)

Thursday, February 6, 2020 
2:30 p.m. - 3:30 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)

Thursday, February 13, 2020 
2:30 p.m. - 3:30 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)

Thursday, February 20, 2020 
2:30 p.m. - 3:30 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.

Thursday, February 27, 2020 
2:30 p.m. - 3:30 p.m. ET

Presenter

Konstantin Vrandopulo 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).


March 2020

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, March 9, 2020
Noon - 1:00 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)

Monday, March 16, 2020
Noon - 1:00 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)

Monday, March 23, 2020
Noon - 1:00 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.

Monday, March 30, 2020
Noon - 1:00 p.m. ET

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.


April 2020

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, April 8, 2020
2:30 p.m. -3:30 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, April 15, 2020
2:30 p.m. -3:30 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, April 22, 2020
2:30 p.m. -3:30 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, April 29, 2020
2:30 p.m. -3:30 p.m. ET

Presenter

Jacob Ellis Jacob Ellis began his career at Fidelity Investments in 2015. Until joining the Trading Strategy Desk®, he spent several years in our Active Trader Services function. Jacob earned a master of science finance degree from the University of Utah in 2019, and also serves in the U.S. Army Reserve Finance Corps. He is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a General Securities Sales Supervisor (Series 10).