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.

August 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)

Tuesday, August 3, 2021
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)

Tuesday, August 10, 2021
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)

Tuesday, August 17, 2021
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.

Tuesday, August 24, 2021
2:30 p.m. - 3:30 p.m. ET

Presenter

Chase Cotnoir Chase Cotnoir began his career at Fidelity Investments in 2017. He spent several years in our Customer Relationship Advocate and Active Trader Services functions. Since joining the Trading Strategy Desk®, Chase has coached many clients on concepts related to option strategies and risk management. He is a Registered Securities Representative holding both Series 7 & 63 licenses.


September 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, September 3, 2021
Noon - 1 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)

Friday, September 10, 2021
Noon - 1 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)

Friday, September 17, 2021
Noon - 1 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.

Friday, September 24, 2021
Noon - 1 p.m. ET

Presenter

Matt Davison Matt Davison began his Fidelity career in 2016. He spent time in the Service, Active Trader and Fixed Income functions prior to joining the Trading Strategy Desk®. Matt graduated from the University of Florida with a bachelor’s in Microbiology. He is currently a Registered Securities Representative (Series 7/63), and he is also a Registered Options Principle (Series 4).


October 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, October 7, 2021
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 14, 2021
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 21, 2021
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 28, 2021
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).