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.

August 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)

Wednesday, August 7, 2019
2:00 p.m. – 3:00 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)

Wednesday, August 14, 2019
2:00 p.m. – 3:00 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)

Wednesday, August 21, 2019
2:00 p.m. – 3:00 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.

Wednesday, August 28, 2019
2:00 p.m. – 3:00 p.m. ET

Presenter

Trey JarrellTrey Jarrell joined Fidelity Investments in 2006. He spent time in our Service, Premium, and Private Client Group functions before accepting a role with Active Trader Service in 2012. Prior to joining Fidelity, Trey graduated from Florida State University with a bachelor’s degree in Economics. He has been trading stocks and options for 10+ years. Through his personal experience and passion for trading, Trey enjoys assisting our customers through their trading decisions to help them become more confident traders.

September 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)

Friday, September 6, 2019
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)

Friday, September 13, 2019
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)

Friday, September 20, 2019
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.

Friday, September 27, 2019
Noon – 1:00 p.m. ET

Presenter

Sam ShoreSam Shore joined Fidelity in 2010 to provide trading support for Fidelity's clients. Since 2014, he has been a part of Fidelity's Trading Strategy Desk®, helping investors with personalized coaching to aid in development and implementation of stock and/or option based trading strategies. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Sam graduated from Michigan State University with a Bachelor's degree in International Relations.

October 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)

Thursday, October 3, 2019
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)

Thursday, October 10, 2019
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)

Thursday, October 17, 2019
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.

Thursday, October 24, 2019
10:30 a.m. – 11:30 a.m. ET

Presenter

Cale C. BeardenCale 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..