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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.

February 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)	Friday, February 7, 2020 Noon – 1:00 p.m. ET Register for Week 1
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)	Friday, February 14, 2020 Noon – 1:00 p.m. ET Register for Week 2
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)	Friday, February 21, 2020 Noon – 1:00 p.m. ET Register for Week 3
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.	Friday, February 28, 2020 Noon – 1:00 p.m. ET Register for Week 4

Presenter

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).

March 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, March 4, 2020 2:30 p.m. – 3:30 p.m. ET Register for Week 1
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)	Wednesday, March 11, 2020 2:30 p.m. – 3:30 p.m. ET Register for Week 2
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, March 18, 2020 2:30 p.m. – 3:30 p.m. ET Register for Week 3
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, March 25, 2020 2:30 p.m. – 3:30 p.m. ET Register for Week 4

Presenter

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.

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 Register for Week 1
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)	Thursday, April 9, 2020 10:30 a.m. – 11:30 a.m. ET Register for Week 2
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 Register for Week 3
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 Register for Week 4

Presenter

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).

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How to trade: A weekly class for beginners