Starting Options Trading | Webinar for Beginners

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 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)	Monday, November 6, 2023 12:00 - 1:00 p.m. EST Register for Week 1
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)	Monday, November 13, 2023 12:00 - 1:00 p.m. EST Register for Week 2
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)	Monday, November 20, 2023 12:00 - 1:00 p.m. EST Register for Week 3
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)	Monday, November 27, 2023 12:00 - 1:00 p.m. EST Register for Week 4

Presenter

Albert Marquez, CFP^®

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 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, December 6, 2023 10:30 - 11:30 a.m. EST Register for Week 1
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, December 13, 2023 10:30 - 11:30 a.m. EST Register for Week 2
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, December 20, 2023 10:30 - 11:30 a.m. EST Register for Week 3
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, December 27, 2023 10:30 - 11:30 a.m. EST Register for Week 4

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).

Virtual classroom details

November 2023

Presenter

December 2023

Subscribe to Educational Webinars and Events

Looking for more ideas and insights?

Thanks for subscribing!

We're on our way, but not quite there yet

Oh, hello again!

Thanks for subscribing to Looking for more ideas and insights? You might like these too:

Looking for more ideas and insights? You might like these too:

Fidelity Viewpoints®

Decode Crypto

Fidelity Smart Money℠

Active Investor

Insights from Fidelity Wealth Management ℠

Women Talk Money

Educational Webinars and Events

Thanks for subscribing to
Looking for more ideas and insights?
You might like these too:

Fidelity Viewpoints^®

Fidelity Smart Money^℠

Insights from Fidelity Wealth Management ^℠