Virtual classroom details
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 2023
Session | Date and time |
Week 1: Introduction to 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) |
Monday, November 6, 2023
12:00 - 1:00 p.m. EST |
Week 2: Buying options
Print and complete homework assignment (PDF) | Download slides (PDF) |
Monday, November 13, 2023
12:00 - 1:00 p.m. EST |
Week 3: Selling options
Print and complete homework assignment (PDF) | Download slides (PDF) |
Monday, November 20, 2023
12:00 - 1:00 p.m. EST |
Week 4: Options trade management
|
Monday, November 27, 2023
12:00 - 1:00 p.m. EST |
Presenter

Albert Marquez, CFP® began his career at Fidelity in 2021. At Fidelity, Albert has held various roles within the Active Trader organization, including the service team, and more recently the Trading Strategy Desk®. Prior to joining Fidelity, Albert spent many years on the trading floors of Chicago, as an option trader and a broker. Albert earned his bachelor’s degree in Business Management from DePaul University. He is currently a Certified Financial Planner (CFP®) and Registered Securities Representative (Series 7/63).
December 2023
Session | Date and time |
Week 1: Introduction to 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, December 6, 2023
10:30 - 11:30 a.m. EST |
Week 2: Buying options
Print and complete homework assignment (PDF) | Download slides (PDF) |
Wednesday, December 13, 2023
10:30 - 11:30 a.m. EST |
Week 3: Selling options
Print and complete homework assignment (PDF) | Download slides (PDF) |
Wednesday, December 20, 2023
10:30 - 11:30 a.m. EST |
Week 4: Options trade management
|
Wednesday, December 27, 2023
10:30 - 11:30 a.m. EST |

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).