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.

May 2022

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, May 6, 2022
12:00 pm - 1:00 pm 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, May 13, 2022
12:00 pm - 1:00 pm 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, May 20, 2022
12:00 pm - 1:00 pm 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, May 27, 2022
12:00 pm - 1:00 pm ET

Presenter

Matt DavisonMatt 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).


June 2022

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)

Monday, June 6, 2022
12:00 pm - 1:00 pm 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 June fit into your trading plan.

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

Monday, June 13, 2022
12:00 pm - 1:00 pm 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, June 21, 2022
12:00 pm - 1:00 pm 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.

Monday, June 27, 2022
12:00 pm - 1:00 pm 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.


July 2022

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, July 8, 2022
12:00 pm - 1:00 pm 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 fit into your trading plan.

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

Friday, July 15, 2022
12:00 pm - 1:00 pm 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, July 22, 2022
12:00 pm - 1:00 pm 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, July 29, 2022
12:00 pm - 1:00 pm ET

Presenter

Andrew McGowin Andrew McGowin began his career at Fidelity Investments in 2016. Before joining the Trading Strategy Desk®, he spent time in many different roles, most recently with the Active Trader VIP Desk. He is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a General Securities Sales Supervisor (Series 10). Prior to joining Fidelity, Andrew graduated from the University of North Florida with bachelor’s degrees in Political Science and English. He graduated from Southern New Hampshire University with a master’s degree in Applied Economics.