Virtual classroom details
This class will cover key concepts and practical application, including: options pricing, what you need to know volatility, one- vs. two-leg strategies, and how to generate options trading ideas. This class is the next step from our 4-week beginner course.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: Options pricing
Print and complete the homework assignment (PDF) | Download slides (PDF) |
Wednesday, May 3, 2023
10:30-11:30 am ET |
Week 2: What you need to know about volatility
Print and complete the homework assignment (PDF) | Download slides (PDF) |
Wednesday, May 10, 2023
10:30-11:30 am ET |
Week 3: One leg or two
Print and complete the homework assignment (PDF) | Download slides (PDF) |
Wednesday, May 17, 2023
10:30-11:30 am ET |
Week 4: Generating options trade ideas
|
Wednesday, May 24, 2023
10:30-11:30 am ET |
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).
June 2023
Session | Date and time |
Week 1: Options pricing
Print and complete the homework assignment (PDF) | Download slides (PDF) |
Tuesday, June 6, 2023
10:30-11:30 am ET |
Week 2: What you need to know about volatility
Print and complete the homework assignment (PDF) | Download slides (PDF) |
Tuesday, June 13, 2023
10:30-11:30 am ET |
Week 3: One leg or two
Print and complete the homework assignment (PDF) | Download slides (PDF) |
Tuesday, June 20, 2023
10:30-11:30 am ET |
Week 4: Generating options trade ideas
|
Tuesday, June 27, 2023
10:30-11:30 am ET |
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).
July 2023
Session | Date and time |
Week 1: Options pricing
Print and complete the homework assignment (PDF) | Download slides (PDF) |
Thursday, July 6, 2023
2:30-3:30 am ET |
Week 2: What you need to know about volatility
Print and complete the homework assignment (PDF) | Download slides (PDF) |
Thursday, July 13, 2023
2:30-3:30 am ET |
Week 3: One leg or two
Print and complete the homework assignment (PDF) | Download slides (PDF) |
Thursday, July 20, 2023
2:30-3:30 am ET |
Week 4: Generating options trade ideas
|
Thursday, July 27, 2023
2:30-3:30 am ET |

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).