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.

October 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, October 1, 2021
Noon - 1 p.m. ET

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, October 8, 2021
Noon - 1 p.m. ET

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, October 15, 2021
Noon - 1 p.m. ET

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, October 22, 2021
Noon - 1 p.m. ET

Presenter

Matt Davison Matt Davison began his Fidelity career in 2016. He spent time in the Service, Active Trader and Fixed Income functions prior to joining the Trading Strategy Desk®. Matt graduated from the University of Florida with a bachelor’s in Microbiology. He is currently a Registered Securities Representative (Series 7/63), and he is also a Registered Options Principle (Series 4).


November 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, November 3, 2021
10:30 a.m. - 11:30 a.m. ET

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, November 10, 2021
10:30 a.m. - 11:30 a.m. ET

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, November 17, 2021
10:30 a.m. - 11:30 a.m. ET

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, November 24, 2021
10:30 a.m. - 11:30 a.m. ET

Presenter

James Savage 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).


December 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)

Tuesday, December 7, 2021
10:30 a.m. - 11:30 a.m. ET

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)

Tuesday, December 14, 2021
10:30 a.m. - 11:30 a.m. ET

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)

Tuesday, December 21, 2021
10:30 a.m. - 11:30 a.m. ET

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)

Tuesday, December 28, 2021
10:30 a.m. - 11:30 a.m. ET

Presenter

Chase Cotnoir Chase Cotnoir began his career at Fidelity Investments in 2017. He spent several years in our Customer Relationship Advocate and Active Trader Services functions. Since joining the Trading Strategy Desk®, Chase has coached many clients on concepts related to option strategies and risk management. He is a Registered Securities Representative holding both Series 7 & 63 licenses.