FE Analytics lockdown learning

We know how important investment research and analysis is during this period of uncertainty. That’s why for the month of May 2020, we are offering firms with a full FE Analytics licence the chance to access our FE Analytics Training Academy ‘Modular Course + Certification Package’ for advisers, absolutely free of charge.

06 May 2020

Free FE Analytics training and certification for May

We are offering all Financial Advice firms with a full FE Analytics licence the chance to access our FE Analytics Training Academy ‘Modular Course + Certification Package’, for free.

Normally priced at £99, the training course and certification is delivered through the FE Analytics Academy’s five web-based modules and exam. Each module is an hour long and hosted live on a rolling weekly basis. The sessions are accompanied by detailed follow-up guides and qualify for structured CPD points.

We recognise how important it is to be able to benchmark your skills on FE Analytics, particularly in terms of professional development (for individuals), and recruitment (for firms). Passing the FE Analytics Exam means you become a Certified User of FE Analytics.

Module 1 - Analytics Essentials

A starter module to get you up and running on the tool.

Module 2 - Fund Research

Covers a range of tools that can be deployed to scan the entire market to find instruments that match your criteria, and those of your clients, with ease and precision.

Module 3 - Fund Analysis

Explores tools to gain a thorough understanding at fund level of past performance, risk profiles, composition, manager track-record, and interrelationships.

Module 4 - Portfolio Design & Construction

Covers how to design, build, and analyse portfolios tailored to specific clients and risk profiles.

Module 5 - Portfolio Reporting, Client Review, and Winning New Business

From the all-important first meeting, through reporting, to review; this session identifies tools to produce effortless, professional reports and effective sales set-pieces.

FE Analytics Exam

The online exam takes approximately one hour and tests the areas on FE Analytics most used. The exam can be scheduled for a date and time suitable to you.

Sign up for the offer"

If you would like to take advantage of this offer, simply contact us before the 1st of June using the link below and your Account Manager will be in touch with further details. Live classes are subject to availability and availability on a first-come, first-served basis.

Request free training