Technical analysis: a weekly class for beginners

Virtual classroom details

Date: See schedule below Duration: 60 minutes Time: 2–3 p.m. ET

Robert Kwon from our Trading Strategy Desk, will conduct a 4-week virtual classroom course with a small group of investors who want to learn the basics of technical analysis. The class will cover key concepts and practical application, including: what technical analysis is, what tools a technical analyst uses, and how to incorporate technical analysis into your decision-making process. Homework will be 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.

The live application of technical analysis will take place on Fidelity's Active Trader Pro® platform. If you do not currently use Active Trader Pro, please be sure to download the program.

Times Sessions
Thursday, August 9, 2018
2–3 p.m. ET

Week 1: Technical analysis: building blocks (part 1)

In the first week, Robert will cover the basics: what technical analysis is, and key terms and concepts you will need to know to perform technical analysis (e.g., identifying trends and changes in trends).

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, August 16, 2018
2–3 p.m. ET

Week 2: Technical analysis: building blocks (part 2)

This week will continue to cover the basics including concepts such as support and resistance levels and using moving averages for trend analysis. 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, August 23, 2018
2–3 p.m. ET

Week 3: Understanding technical indicators

Now that you understand basic concepts, we begin examining various commonly used technical indicators. You'll learn indicators that are commonly used in technical analysis, the basics of how they are constructed, and how they are used in the "real world."

Print and complete the homework assignment from Week 3 (PDF)
Thursday, August 30, 2018
2–3 p.m. ET

Week 4: Identifying chart patterns

In this final session, we will examine how to define and use chart patterns. We will use specific examples of the most important patterns in bar and candlestick charts. We will also discuss short-term patterns and the results of various profitability studies.


Presenter

Kwon100x100Robert Kwon joined Fidelity Investments in 2011. He spent time in our Service and Active Trader Services functions before joining Fidelity's Trading Strategy Desk in June of 2014. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Prior to joining Fidelity, Robert worked at several other financial firms. Robert graduated from the University at Buffalo (The State University of New York) in 2002 with a Bachelor of Science in Business Administration.