How to trade: 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 would like to learn the basics of creating and executing a trading strategy.

Virtual classroom details

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This class will cover the key components of creating and managing a trading plan, including: research and analysis, placing trades, and planning an exit strategy.

April 2020

Session Date and time

Week 1: What to trade?
The introductory session will cover the benefits and drawbacks of trading both stocks and ETFs, as well as some of the characteristics that are used to identify these investment types. We will also cover the components of a trading plan and how that fits into your overall portfolio objectives .

Print and complete the homework assignment from Week 1 (PDF)

Thursday, April 2, 2020
10:30 a.m. – 11:30 a.m. ET

Week 2: Research and analysis
This week will focus on differentiating between fundamental and technical analysis, and how we can use these methods to help find securities that will fit into your trading plan.

Print and complete the homework assignment from Week 2 (PDF)

Thursday, April 9, 2020
10:30 a.m. – 11:30 a.m. ET

Week 3: How to trade
This session will move us from idea generation into trade execution as we teach you how to place a trade. We will walk you through the various selections you will have to make on the trade ticket, as well as how to status or change your orders once placed.

Print and complete the homework assignment from Week 3 (PDF)

Thursday, April 16, 2020
10:30 a.m. – 11:30 a.m. ET

Week 4: Managing risk and creating an exit strategy
In the final part of the series, we will discuss the importance of planning your exit strategies in advance and show you various methods that can be used to manage risk on your trades.

Thursday, April 23, 2020
10:30 a.m. – 11:30 a.m. ET

Presenter

Konstantin Vrandopulo Konstantin Vrandopulo began his career with Fidelity in 2012. He spent time in our Active Trader Services function before joining Fidelity's Trading Strategy Desk®. Konstantin graduated from Valdosta State University with an M.B.A and a Bachelor's in Finance. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4).


May 2020

Session Date and time

Week 1: What to trade?
The introductory session will cover the benefits and drawbacks of trading both stocks and ETFs, as well as some of the characteristics that are used to identify these investment types. We will also cover the components of a trading plan and how that fits into your overall portfolio objectives .

Print and complete the homework assignment from Week 1 (PDF)

Wednesday, May 6, 2020
2:30 p.m. – 3:30 p.m. ET

Week 2: Research and analysis
This week will focus on differentiating between fundamental and technical analysis, and how we can use these methods to help find securities that will fit into your trading plan.

Print and complete the homework assignment from Week 2 (PDF)

Wednesday, May 13, 2020
2:30 p.m. – 3:30 p.m. ET

Week 3: How to trade
This session will move us from idea generation into trade execution as we teach you how to place a trade. We will walk you through the various selections you will have to make on the trade ticket, as well as how to status or change your orders once placed.

Print and complete the homework assignment from Week 3 (PDF)

Wednesday, May 20, 2020
2:30 p.m. – 3:30 p.m. ET

Week 4: Managing risk and creating an exit strategy
In the final part of the series, we will discuss the importance of planning your exit strategies in advance and show you various methods that can be used to manage risk on your trades.

Wednesday, May 27 2020
2:30 p.m. – 3:30 p.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.


June 2020

Session Date and time

Week 1: What to trade?
The introductory session will cover the benefits and drawbacks of trading both stocks and ETFs, as well as some of the characteristics that are used to identify these investment types. We will also cover the components of a trading plan and how that fits into your overall portfolio objectives .

Print and complete the homework assignment from Week 1 (PDF)

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

Week 2: Research and analysis
This week will focus on differentiating between fundamental and technical analysis, and how we can use these methods to find securities that will fit into your trading plan.

Print and complete the homework assignment from Week 2 (PDF)

Tuesday, June 9, 2020
2:30 p.m. – 3:30 p.m. ET

Week 3: How to trade
This session will move us from idea generation into trade execution as we teach you how to place a trade. We will walk you through the various selections you will have to make on the trade ticket, as well as how to status or change your orders once placed.

Print and complete the homework assignment from Week 3 (PDF)

Tuesday, June 16, 2020
2:30 p.m. – 3:30 p.m. ET

Week 4: Managing risk and creating an exit strategy
In the final part of the series, we will discuss the importance of planning your exit strategies in advance and show you various methods that can be used to manage risk on your trades.

Tuesday, June 23, 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).