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.

October 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 homework assignment (PDF) | Download slides (PDF)

Thursday, October 8, 2020
2:30 p.m. – 3:30 p.m. ET

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, October 15, 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)

Thursday, October 22, 2020
2:30 p.m. – 3:30 p.m. ET

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, October 29, 2020
2:30 p.m. – 3:30 p.m. ET

Presenter

James Savage 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).


November 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 homework assignment (PDF) | Download slides (PDF)

Wednesday, November 4, 2020
Noon – 1:00 p.m. ET

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, November 11, 2020
Noon – 1:00 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)

Wednesday, November 18, 2020
Noon – 1:00 p.m. ET

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, November 25, 2020
Noon – 1:00 p.m. ET

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.


December 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 homework assignment (PDF) | Download slides (PDF)

Wednesday, December 2, 2020
2:30 p.m. - 3:30 p.m. ET

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, December 9, 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)

Wednesday, December 16, 2020
2:30 p.m. - 3:30 p.m. ET

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, December 23, 2020
2:30 p.m. - 3:30 p.m. ET

Presenter

Brett Yoder, CMTBrett Yoder, CMT®, joined Fidelity 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).