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FE fundinfo training

Ongoing support and training to help you get maximum value from your
investment in our services.

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How we help

Learn the UK's most popular financial planing tools directly from the people who make them

Through online or onsite modules, develop your skills and maximise the value you're getting from our tools. We can also deliver bespoke training, customised to the needs of your organisation and the job functions of your individual users.

Find out more about each of our courses below...

Our training courses

FE Analytics Training Academy

The FE Analytics Training Accademy is ou most in depth training, giving you the opportunity to access essential training and also become a certified user of the UK's leading fund and portfolio research tool. 

Follow the link below to find out about each of the modules.

  • Analytics essentials
  • Fund research
  • Fund analysis
  • Portfolio design and construction
  • Portfolio reporting, client reviews and winning new business

FE CashCalc Client Onboarding

This training covers the client onboarding process using our digital client portal - but also covers how the FE CashCalc cliet portal can make your ongoing Annual Review process easier.

  • Onboarding new clients (self-onboarding or via Adviser)
  • FE CashCalc FactFind
  • Attitude to Risk Questionnaire
  • Sustainable Investing Questionnaire
  • Client Portal integration with CashFlow Modeller

FE CashCalc CashFlow Modelling

This 45 minute session covers both the gross cashflow and net cashflow modellers in FE CashCalc. We'll go through stress testing and help you convey the value of your advice.

  • Client portal integration with CashFlow Modeller
  • Creating a Gross CashFlow model
  • Illustrating the effects of life events
  • Illustrating market events
  • Showing the value of your advice

FE FinXL Essentials

FinXL gives you all the data in FE Analytics directly into a spreadsheet. This gives you amazing flexibility to build our golden source data into your workflows, but can be overwhelming if you're not sure where to start. Join our FE FinXL Essentials session to cover the basics and the most frequently used features in FinXL.

  • Creating/finding a list of funds
  • Finding benchmarks
  • Fund Data Fields
  • Creating a date list
  • Running performance data
  • Ratio analysis with blended benchmarks

FE AdviserAsset Essentials

Now that FE Analytics - via FE AdviserAsset - gives you the additional capability to analyse, compare and conduct platform due dilligence, this training helps you maximise your use of the tool.

  • Setting up your clients, portfolios, charging structures and platforms
  • Consolidation & Switching Analysis
  • Charge Comparison
  • Platform Due Diligence
For more information, please contact our Training Team or your Relationship Manager.