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 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)

Tuesday, October 4, 2022
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 fit into your trading plan.

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

Tuesday, October 11, 2022
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)

Tuesday, October 18, 2022
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 help manage risk on your trades.

Tuesday, October 25, 2022
10:30 a.m. - 11:30 a.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.


November 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)

Wednesday, November 2, 2022
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 fit into your trading plan.

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

Wednesday, November 9, 2022
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)

Wednesday, November 16, 2022
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 help manage risk on your trades.

Wednesday, November 30, 2022
10:30 a.m. - 11:30 a.m. ET

Presenter

Troy MahonTroy Mahon, joined Fidelity in 2021. He has held numerous roles in Financial Services including trading, sales, and retail banking. Prior to joining the Trading Strategy Desk®, Troy worked with the Investment Solutions team at Fidelity. He is a General Securities Registered Representative (Series 7/66) and graduated from Mount Saint Mary College with a bachelor’s degree in Mathematics.


December 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)

Tuesday, December 6, 2022
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 fit into your trading plan.

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

Tuesday, December 13, 2022
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, December 20, 2022
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, December 27, 2022
2:30 p.m. - 3:30 p.m. ET

Presenter

Albert Marquez Albert Marquez began his career at Fidelity in 2021. At Fidelity, Albert has held various roles within the Active Trader organization, including the service team, and more recently the Trading Strategy Desk®. Prior to joining Fidelity, Albert spent many years on the trading floors of Chicago, as an option trader and a broker. Albert earned his bachelor’s degree in Business Management from DePaul University. He is currently a Registered Securities Representative (Series 7/63).