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.
November 2023
Session | Date and time |
Week 1: What to trade?
Print and complete homework assignment (PDF) | Download slides (PDF) |
Monday, November 6, 2023
10:30 - 11:30 a.m. EST |
Week 2: Research and analysis
Print and complete the homework assignment from Week 2 (PDF) |
Monday, November 13, 2023
10:30 - 11:30 a.m. EST |
Week 3: How to trade
Print and complete the homework assignment from Week 3 (PDF) |
Monday, November 20, 2023
10:30 - 11:30 a.m. EST |
Week 4: Managing risk and creating an exit strategy
|
Monday, November 27, 2023
10:30 - 11:30 a.m. EST |
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).
December 2023
Session | Date and time |
Week 1: What to trade?
Print and complete homework assignment (PDF) | Download slides (PDF) |
Thursday, December 7, 2023
10:30 - 11:30 a.m. EST |
Week 2: Research and analysis
Print and complete the homework assignment from Week 2 (PDF) |
Thursday, December 14, 2023
10:30 - 11:30 a.m. EST |
Week 3: How to trade
Print and complete the homework assignment from Week 3 (PDF) |
Thursday, December 21, 2023
10:30 - 11:30 a.m. EST |
Week 4: Managing risk and creating an exit strategy
|
Thursday, December 28, 2023
10:30 - 11:30 a.m. EST |

Peter Janssen, CFP®, joined Fidelity Investments in 2010. Before joining the Trading Strategy Desk®, he held several roles most recently with the Active Trader VIP Desk. Prior to joining Fidelity, Peter graduated from the University of North Texas with a Bachelor’s degree in Finance. He is currently a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a Certified Financial Planner (CFP®).