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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.
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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.
| Session | Date and time |
|
Week 1: What to trade?
Print and complete the homework assignment from Week 1 (PDF) |
Tuesday, January 7, 2020
2:30 p.m. – 3:30 p.m. ET |
|
Week 2: Research and analysis
Print and complete the homework assignment from Week 2 (PDF) |
Tuesday, January 14, 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, January 21, 2020
2:30 p.m. – 3:30 p.m. ET |
|
Week 4: Managing risk and creating an exit strategy
|
Tuesday, January 28, 2020
2:30 p.m. – 3:30 p.m. ET |
Brett Yoder's career with Fidelity began in 2010 as a trader in our Service function. Since then he has held roles in our International Trading, Premium Service, and Active Trader Service functions. Brett joined the Trading Strategy Desk® in January of 2017. He currently holds the Series 7 & 63 licenses, and is a Registered Options Principal (Series 4).
| Session | Date and time |
|
Week 1: What to trade?
Print and complete the homework assignment from Week 1 (PDF) |
Friday, February 7, 2020
Noon – 1:00 p.m. ET |
|
Week 2: Research and analysis
Print and complete the homework assignment from Week 2 (PDF) |
Friday, February 14, 2020
Noon – 1:00 p.m. ET |
|
Week 3: How to trade
Print and complete the homework assignment from Week 3 (PDF) |
Friday, February 21, 2020
Noon – 1:00 p.m. ET |
|
Week 4: Managing risk and creating an exit strategy
|
Friday, February 28, 2020
Noon – 1:00 p.m. ET |
Colin Songer joined Fidelity in November 2005. Since then he has been providing support and helping to educate Fidelity's clients on several topics including fundamental analysis, technical analysis, and option strategies. Colin has been part of Fidelity's Trading Strategy Desk® since February 2014. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4).
| Session | Date and time |
|
Week 1: What to trade?
Print and complete the homework assignment from Week 1 (PDF) |
Wednesday, March 4, 2020
2:30 p.m. – 3:30 p.m. ET |
|
Week 2: Research and analysis
Print and complete the homework assignment from Week 2 (PDF) |
Wednesday, March 11, 2020
2:30 p.m. – 3:30 p.m. ET |
|
Week 3: How to trade
Print and complete the homework assignment from Week 3 (PDF) |
Wednesday, March 18, 2020
2:30 p.m. – 3:30 p.m. ET |
|
Week 4: Managing risk and creating an exit strategy
|
Wednesday, March 25, 2020
2:30 p.m. – 3:30 p.m. ET |
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.
