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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.

April 2020

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, April 8, 2020 2:30 p.m. -3:30 p.m. ET Register for Week 1
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, April 15, 2020 2:30 p.m. -3:30 p.m. ET Register for Week 2
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, April 22, 2020 2:30 p.m. -3:30 p.m. ET Register for Week 3
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, April 29, 2020 2:30 p.m. -3:30 p.m. ET Register for Week 4

Presenter

Jacob Ellis began his career at Fidelity Investments in 2015. Until joining the Trading Strategy Desk^®, he spent several years in our Active Trader Services function. Jacob earned a master of science finance degree from the University of Utah in 2019, and also serves in the U.S. Army Reserve Finance Corps. He is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a General Securities Sales Supervisor (Series 10).

May 2020

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)	Tuesday, May 5, 2020 10:30 a.m. – 11:30 a.m. ET Register for Week 1
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)	Tuesday, May 12, 2020 10:30 a.m. – 11:30 a.m. ET Register for Week 2
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)	Tuesday, May 19, 2020 10:30 a.m. – 11:30 a.m. ET Register for Week 3
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.	Tuesday, May 26, 2020 10:30 a.m. – 11:30 a.m. ET Register for Week 4

Presenter

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).

June 2020

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, June 5, 2020 Noon – 1:00 p.m. ET Register for Week 1
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, June 12, 2020 Noon – 1:00 p.m. ET Register for Week 2
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, June 19, 2020 Noon – 1:00 p.m. ET Register for Week 3
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, June 26, 2020 Noon – 1:00 p.m. ET Register for Week 4

Presenter

Cale 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.

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Getting started: A weekly options class for beginners