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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.

January 2021

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 homework assignment (PDF) \| Download slides (PDF)	Friday, January 8, 2021 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 may fit into your trading plan. Print and complete the homework assignment from Week 2 (PDF)	Friday, January 15, 2021 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, January 22, 2021 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 help manage risk on your trades.	Friday, January 29, 2021 Noon – 1:00 p.m. ET Register for Week 4

Presenter

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).

February 2021

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 homework assignment (PDF) \| Download slides (PDF)	Thursday, February 4, 2021 10:30 a.m. - 11:30 a.m. EST 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 may fit into your trading plan. Print and complete the homework assignment from Week 2 (PDF)	Thursday, February 11, 2021 10:30 a.m. - 11:30 a.m. EST 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, February 18, 2021 10:30 a.m. - 11:30 a.m. EST 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 help manage risk on your trades.	Thursday, February 25, 2021 10:30 a.m. - 11:30 a.m. EST Register for Week 4

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.

March 2021

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 homework assignment (PDF) \| Download slides (PDF)	Wednesday, March 10, 2021 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 may fit into your trading plan. Print and complete the homework assignment from Week 2 (PDF)	Wednesday, March 17, 2021 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 24, 2021 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 help manage risk on your trades.	Wednesday, March 31, 2021 2:30 p.m. – 3:30 p.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