How to trade: A weekly class for beginners

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)

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 fit into your trading plan.

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

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)

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.

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)

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 fit into your trading plan.

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

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)

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.