Through the 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
Explains the tools used by advisors and managers to scan the market to identify the most popular funds in the market, filter for funds based on custom criteria, and generate a final shortlist.
Learn how to research funds in the market, filter funds based on set criteria, and generate a shortlist. Get in contact by emailing us at firstname.lastname@example.org
Module 3 - Fund Analysis 1
Covers the tools available for analysing fund performance, consistency, correlations, composition, and managerial track record.
Analyse fund performance, consistency, correlations, composition, and managerial track record.
Module 4 - Fund Analysis 2
Both fund analysis modules cover the tools available for analysing fund performance, consistency, correlations, composition, and managerial track record.
Analysing fund performance, consistency, correlations, composition, and managerial track record.
Module 5 - Portfolio Design & Construction
Explains how advisers build portfolios, and shows how to use portfolios to provide context to sales material.
Learn how advisers build portfolios and use them in sales materials.
Module 6 - Portfolio Analysis, Reporting, and Sales-Set Pieces
Covers the tools used by advisers to analyse and report on portfolios, as well as the set-pieces they show their own clients.
See how advisers analyse portfolios and undertake portfolio reporting.
For more information, please contact: email@example.com 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.