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.
May 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) |
Thursday, May 4, 2023
10:30-11:30 am. ET |
Week 2: Buying options
Print and complete homework assignment (PDF) | Download slides (PDF) |
Thursday, May 11, 2023
10:30 am - 11:30 am ET |
Week 3: Selling options
Print and complete homework assignment (PDF) | Download slides (PDF) |
Thursday, May 18, 2023
10:30 am - 11:30 am ET |
Week 4: Options trade management
|
Thursday, May 25, 2023
10:30 am - 11:30 am ET |
Presenter

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 Principal (Series 4).
June 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) |
Friday, June 2, 2023
12:00-1:00 pm ET |
Week 2: Buying options
Print and complete homework assignment (PDF) | Download slides (PDF) |
Friday, June 9, 2023
12:00-1:00 pm ET |
Week 3: Selling options
Print and complete homework assignment (PDF) | Download slides (PDF) |
Friday, June 16, 2023
12:00-1:00 pm ET |
Week 4: Options trade management
|
Friday, June 23, 2023
12:00-1:00 pm ET |
Presenter
Troy Mahon joined Fidelity in 2021. He has held numerous roles in Financial Services including trading, sales, and retail banking. Prior to joining the Trading Strategy Desk®, Troy worked with the Investment Solutions team at Fidelity. He is a General Securities Registered Representative (Series 7/66) and graduated from Mount Saint Mary College with a bachelor’s degree in Mathematics. Troy also holds the Chartered Financial Consultant designation.
July 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, July 5, 2023
2:30-3:30 pm ET |
Week 2: Buying options
Print and complete homework assignment (PDF) | Download slides (PDF) |
Wednesday, July 12, 2023
2:30-3:30 pm ET |
Week 3: Selling options
Print and complete homework assignment (PDF) | Download slides (PDF) |
Wednesday, July 19, 2023
2:30-3:30 pm ET |
Week 4: Options trade management
|
Wednesday, July 26, 2023
2:30-3:30 pm ET |
Presenter
