FE Analytics Training Academy

Overview

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.

Modules

Module 1 - Analytics Essentials

To get you up and running on the tool, we offer each user a complimentary module.

Book free

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.

Book £25

Course outline

FE fundinfo Ratings
Market Movements Report
Factsheets
Factsheet Summary Table
Interactive Scatter Scharts
Fund Filter
Custom Table
Scheduler

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.

Book £25

Course outline

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.

Book £25

Course outline

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.

Book £25

Course outline

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.

Book £99

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.

Book test

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.

Cancellation policy:

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.

Award winning investment research and financial planning tools

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