Our solutions are often at the heart of an adviser’s business and we aim to provide ongoing support and training to help businesses get maximum value from their investment in our services.
Through the FE Academy we offer training and ongoing support for our clients.
Customised to the needs of advisers and paraplanners, our modular training options support the priorities of individuals and how they need to use the solutions. Delivered online via webinar by our specialist Training Team, you can choose the modules that meet your needs. The modules cater for different roles and tasks as well as options for people working in financial advisory businesses or asset management and institutions.
Everyone is entitled to the complimentary Starter Module which can be booked to get you up and running on the tool, covering the basic processes and functionalities.
To further progress on the tool, we offer three modular training sessions with increasing levels of skill. Click on the Module number in the table below to view the agenda. Modules 1 to 3 will give you all the knowledge you need to pass our new FE Analytics exam to become FE Analytics Certified. Please find more information on this below.
All of the options in the table below take place via online webinar, with the exception of the face to face training.
All training qualifies for structured CPD points. Attendees will receive their certificate of CPD after attending the training session.
Below you will find the costs (inclusive of VAT) per person, for the following sessions:
|Course type||Course content|
|Starter Module||Learn the basics of FE Analytics to get you up and running on the tool.||Book | Free|
|Module 1||Training on the most popular areas of FE Analytics with the aim of creating customised reports. Click here for course outline +||Book | £35|
- Active List Pro Navigation
- Universe selection
- Fund selection
- Fund Sectors
- Market Indices
- Portfolio Builder
- Interactive Performance Line Chart
- Bar Chart
- Ratio Table
- Price on Date Table
- Fund Comparison
- Portfolio Comparison
- Custom Portfolio Report Builder
- File Manager
- News & Research
|Module 2||Training on the most efficient process for fund research including how Analytics can link with Microsoft Excel. Click here for course outline +||Book | £35|
- Fund Sectors
- Fund Filter
- Fund Manager
- Scatter Chart
- FE Risk Score Chart
- Factsheet Summary Table
- Platform Availability Table
- Custom Table
- Static & Dynamic Link
- Client Manager
- Inflation Adjusted Return Chart
|Module 3||Training of automating Analytics processes for compliance and ease of reporting. Click here for course outline +||Book | £35|
- Regular Savings & Withdrawals Chart
- Income Earned Chart
- Technical Charts
- Concentration Analysis Table
- Correlation Table
- Holding Comparison Table
- Efficient Frontier Table
- Market Movements Report
- Investment Forecaster
- Alerts Manager
|FE Analytics Module Course + Exam Package||Embark on all three modules of training on Analytics and take the exam at the end to have a chance at becoming certified.||Book | £150|
|Bespoke Module||After a brief consultation with the trainer, create your own agenda that reflects your current practice on the tool. Include areas you’d like to use in a more sophisticated way, and request instruction on functionalities you haven't used before. If this is something you are interested in, please email us.||Contact Us|
|FE Invest Module||If you are an FE Invest client and would like to know how to incorporate the portfolio service with FE Analytics, have a refresher on additional features or learn about the most relevant reports.||Book | Free|
|FE Analytics Exam||Take the FE Analytics exam to have a chance at becoming certified.||Book | £50|
Training will be confirmed on receipt of payment. There is no refund of training costs if the individual does not attend the session or it is cancelled by you less 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.
Become an FE Academy Certified user of FE Analytics
With over 1/3rd of the UK adviser market using FE Analytics, we recognise how important it is in terms of recruitment (for firms) and professional development (for individuals). So, we have launched a new accreditation where you can become an FE Academy Certified user of FE Analytics.
After completing a series of modules you can take the online assessment to receive your certification.
|FE Analytics Exam||Take the FE Analytics exam to have a chance at becoming certified||£50|
For more information, please contact: firstname.lastname@example.org or your Relationship Manager.