Virtual classroom details
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.
May 2023
Session | Date and time |
Week 1: What to trade?
Print and complete homework assignment (PDF) | Download slides (PDF) |
Monday, May 1, 2023
10:30 am - 11:30 am ET |
Week 2: Research and analysis
Print and complete the homework assignment from Week 2 (PDF) |
Monday, May 8, 2023
10:30 am - 11:30 am ET |
Week 3: How to trade
Print and complete the homework assignment from Week 3 (PDF) |
Monday, May 15, 2023
10:30 am - 11:30 am ET |
Week 4: Managing risk and creating an exit strategy
|
Monday, May 22, 2023
10:30 am - 11:30 am ET |
Presenter

Nicholas D. 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 2023
Session | Date and time |
Week 1: What to trade?
Print and complete homework assignment (PDF) | Download slides (PDF) |
Wednesday, June 7, 2023
10:30-11:30 am ET |
Week 2: Research and analysis
Print and complete the homework assignment from Week 2 (PDF) |
Wednesday, June 14, 2023
10:30-11:30 am ET |
Week 3: How to trade
Print and complete the homework assignment from Week 3 (PDF) |
Wednesday, June 21, 2023
10:30-11:30 am ET |
Week 4: Managing risk and creating an exit strategy
|
Wednesday, June 28, 2023
10:30-11:30 am ET |
Presenter

Albert Marquez began his career at Fidelity in 2021. At Fidelity, Albert has held various roles within the Active Trader organization, including the service team, and more recently the Trading Strategy Desk®. Prior to joining Fidelity, Albert spent many years on the trading floors of Chicago, as an option trader and a broker. Albert earned his bachelor’s degree in Business Management from DePaul University. He is currently a Registered Securities Representative (Series 7/63).
July 2023
Session | Date and time |
Week 1: What to trade?
Print and complete homework assignment (PDF) | Download slides (PDF) |
Thursday, July 6, 2023
10:30-11:30 am ET |
Week 2: Research and analysis
Print and complete the homework assignment from Week 2 (PDF) |
Thursday, July 13, 2023
10:30-11:30 am ET |
Week 3: How to trade
Print and complete the homework assignment from Week 3 (PDF) |
Thursday, July 20, 2023
10:30-11:30 am ET |
Week 4: Managing risk and creating an exit strategy
|
Thursday, July 27, 2023
10:30-11:30 am ET |
Presenter

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).