Technical analysis: A weekly 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 want to learn the basics of technical analysis.

Virtual classroom details

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This 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.

July 2020

Session Date and time

Week 1: Technical analysis: Building blocks (part 1)
In the first week, we 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)

Friday, July 10, 2020
Noon – 1:00 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)

Friday, July 17, 2020
Noon – 1:00 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)

Friday, July 24, 2020
Noon – 1:00 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.

Friday, July 31, 2020
Noon – 1:00 p.m. ET

Presenter

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).


August 2020

Session Date and time

Week 1: Technical analysis: Building blocks (part 1)
In the first week, we 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)

Tuesday, August 4, 2020
2:30 p.m. – 3:30 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)

Tuesday, August 11, 2020
2:30 p.m. – 3:30 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)

Tuesday, August 18, 2020
2:30 p.m. – 3:30 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.

Tuesday, August 25, 2020
2:30 p.m. – 3:30 p.m. ET

Presenter

Jacob Ellis 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).


September 2020

Session Date and time

Week 1: Technical analysis: Building blocks (part 1)
In the first week, we 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, September 3, 2020
10:30 a.m. – 11:30 a.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, September 10, 2020
10:30 a.m. – 11:30 a.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, September 17, 2020
10:30 a.m. – 11:30 a.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.

Thursday, September 24, 2020
10:30 a.m. – 11:30 a.m. ET

Presenter

Nicholas Delisse, CFA®Nicholas Delisse, CFA®, joined Fidelity in May 2012. He has been a part of Fidelity's Trading Strategy Desk® since June 2014. He is currently a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a Chartered Financial Analyst (CFA®). Nicholas graduated from Texas Tech University with a bachelor's degree in Economics.