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.

December 2019

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 the homework assignment from Week 1 (PDF)

Thursday, December 5, 2019
10:30 a.m. – 11:30 a.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 will fit into your trading plan.

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

Thursday, December 12, 2019
10:30 a.m. – 11:30 a.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, December 19, 2019
10:30 a.m. – 11:30 a.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 manage risk on your trades.

Thursday, December 26, 2019
10:30 a.m. – 11:30 a.m. ET

Presenter

Edward 'Trey' JarrellEdward 'Trey' Jarrel joined Fidelity Investments in 2006. He spent time in our Service, Premium, Private Client Group, and Active Trader Services functions before joining the Fidelity's Trading Strategy Desk® in June 2014. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Prior to joining Fidelity, Edward graduated from Florida State University with a bachelor's degree in economics.


January 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 the homework assignment from Week 1 (PDF)

Tuesday, January 7, 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 will fit into your trading plan.

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

Tuesday, January 14, 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)

Tuesday, January 21, 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 manage risk on your trades.


Tuesday, January 28, 2020
2:30 p.m. – 3:30 p.m. ET

Presenter

Brett YoderBrett Yoder's career with Fidelity began 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).


February 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 the homework assignment from Week 1 (PDF)

Friday, February 7, 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 will fit into your trading plan.

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

Friday, February 14, 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)

Friday, February 21, 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 manage risk on your trades.

Friday, February 28, 2020
Noon – 1:00 p.m. ET

Presenter

Colin Songer Colin Songer joined Fidelity in November 2005. Since then he has been providing support and helping to educate Fidelity's clients on several topics including fundamental analysis, technical analysis, and option strategies. Colin has been part of Fidelity's Trading Strategy Desk® since February 2014. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4).