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.
The FE Academy offers training delivered through on-site sessions or web-based modules. All our training qualifies for structured CPD points and is complemented by detailed synopses and step-by-step guides for future reference.
Online Modular Course
It is recommended that all users attend the complimentary Analytics Essentials module that will get you up and running on Analytics and lay the foundations for efficient use going forwards.
To fully master Analytics, and get the most out of your investment, the four subsequent modules are designed to follow day-to-day processes and how Analytics can support them (please find more information on the modules below). This structure allows you to mix and match the modules that are most relevant to you or complete the entire course to become an Analytics Certified User.
The examination and certification process rounds off the training programme by allowing you to benchmark and demonstrate your proficiency with Analytics.
A Training Consultant will work with you to understand your process and deliver training tailored to your needs over a half or full-day session. These can be delivered on site at your offices, or at the FE offices in London and Woking.
Targeted at a specific part of your process, or area of Analytics, one-hour bespoke sessions deliver a targeted and in-depth session via webinar.
The FE Academy offers a complimentary FE Invest starter session to provide an overview of how to access and navigate the FE Invest offering and some of the most useful Analytics tools to complement it.
Below you will find the costs (inclusive of VAT) per person, for the following sessions:
|Course type||Course content|
|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|
|Module 1 - Analytics Essentials||Lay the foundations for full and effective use of Analytics with an introduction to each of the main tool types, key settings to be aware of, efficient processes, shortcuts, and account organisation.||Book | FREE|
|Module 2 - Fund Research||Cover 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. Click here for course outline +||Book | £25|
- FE Ratings
- Market Movements Report
- Factsheet Summary Table
- Interactive Scatter Scharts
- Fund Filter
- Custom Table
|Module 3 - Fund Analysis||Explore tools to gain a thorough understanding at the fund level of past performance, risk profiles, composition, manager track-record, and interrelationships. Click here for course outline +||Book | £25|
- FE 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||How to design, build, and analyse portfolios tailored to specific clients and risk profiles. Click here for course outline +||Book | £25|
- 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. Click here for course outline +||Book | £25|
- Inflation Adjusted Returns Charting
- Portfolio Comparison Report
- Investment Forecaster
- Ex Ante Cost & Charges Calculator
- Reduction in Yield Calculator
- Custom Portfolio Report Builder
|On-Site & Bespoke Training||After a consultation with the trainer, we will create a custom 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 option best suits your needs, please email us.||Contact Us|
|FE Invest Module||Join this session 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|
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.
CPD points will be awarded to the individual named on the booking. Multiple CPD recipients per booking are not permitted.
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 the modular course 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||£25|
For more information, please contact: [email protected] or your Relationship Manager.