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Make the Most of Fidelity’s Resources

Build a Portfolio for Any Weather

In this seminar, you’ll learn how to:

  • Understand characteristics of key asset classes
  • Develop investment strategies that can help you diversify across asset classes to maximize returns and minimize risks
  • Implement your own asset allocation plan
Diversification does not ensure a profit or guarantee against loss

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College Planning: Your College Savings Options

In this seminar, you’ll learn:

  • The cost of college today and ways to save for it
  • The difference between the various college savings options
  • How federal tax laws affect college savings and the 529 Plan in particular

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Quarterly Market Update

In this seminar, you’ll learn:

  • The driving forces behind recent developments influencing the financial markets and the U.S. economy
  • The factors affecting the performance of domestic and international equity markets
  • What drives changes in bond-market interest rates and valuations

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Top Things to View and Do on Fidelity.com - Introduction

In this seminar, you’ll learn how to:

  • Log into Fidelity.com and view your accounts
  • Find key forms, open accounts, and understand Fidelity's commitment to your security
  • Sign up for e-Delivery, money movement between your accounts, and more to help manage your account

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Top Things to View and Do on Fidelity.com - Intermediate

In this seminar, you’ll learn how to:

  • Trade stocks, options, bonds, and mutual funds online, and set up watch lists and alerts
  • Generate investment ideas with our free, independent research
  • Plan ahead using powerful planning and monitoring tools

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