Through the FE Analytics Training Academy we offer training for all FE Analytics users. Training is delivered through on-site sessions or web-based modules and are customised to the needs of each organisation and job functions of individual users.
Module 1 - Analytics Essentials
To get you up and running on the tool, we offer each user a complimentary module.
Covers the basic features and functionalities of Analytics. Use the link, right, to book your free session now or contact us for more information.
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.
- FE fundinfo Ratings
- Market Movements Report
- Factsheet Summary Table
- Interactive Scatter Scharts
- Fund Filter
- Custom Table
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.
- FE fundinfo Risk Score Chart
- Bar Chart
- Scatter Chart
- Snail Trail Chart
- Ratio Table
- Dividend Table
- Fund Manager Factsheets
- Correlation Table
- Fund Comparison Report
- Alerts Manager
Module 4 - Portfolio Design & Construction
Covers how to design, build, and analyse portfolios tailored to specific clients and risk profiles.
- Attitude to Risk Questionnaire
- Portfolio Builder
- Dynamic Portfolios
- Portfolio Scans
- Diversification Benefit Report
- Performance & Hypothetical Returns
- Regular Savings & Withdrawals Chart
- Portfolio Risk Analysis
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.
- Inflation Adjusted Returns Charting
- Portfolio Comparison Report
- Investment Forecaster
- Ex Ante Cost & Charges Calculator
- Reduction in Yield Calculator
- Custom Portfolio Report Builder
Modular Course + Certification Package
Explore each of the modules in depth. Then, when you're ready, take the exam to become FE Analytics certified
The examination and certification process rounds off the training programme by allowing you to benchmark and demonstrate your proficiency with Analytics.
For further details, please contact us.
On-Site & Bespoke Training
Bespoke sessions targeted at a specific process or team. Please contact us for a tailored quotation.
In addition to the standard modules, we also offer bespoke modules, targeted at a specific part of your process, or team or an area of FE Analytics. These can be delivered online via a webinar, or face-to-face via an onsite session.
Become a Certified user of FE Analytics
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). Therefore, we have launched a new accreditation enabling you to become a Certified User of FE Analytics.
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.
Book now to schedule your test or contact us for further details.
FE Analytics Exam
Take the FE Analytics exam to have a chance at becoming certified.
After completing the modular course you can take the online assessment to receive your certification.
For more information, please contact: [email protected] or your Relationship Manager.
Training will be confirmed on receipt of payment. There is no refund of training costs if you do not attend the session or if it is cancelled by you less than two hours before the session is scheduled to begin. We hold the right to cancel any sessions up to a day before the session is due to take place if there is insufficient demand.
CPD points will be awarded to the individual named on the booking. Multiple CPD recipients per booking are not permitted.
FE Analytics Training Academy
If you’d like to learn more about our services for advisers, you can speak to one of our experts on 0207 534 7628