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.
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. Modules 1 to 3 will give you all the knowledge you need to pass our new FE Analytics exam to become FE Analytics Certified.
All our training qualifies for structured CPD points and is complemented by detailed synopses and step-by-step guides for future reference.
Over four 45-minute sessions delivered via webinars, the Modular Course is designed to take you through the full range of Analytics functionality.
The certification process allows you to benchmark and demonstrate your proficiency in using Analytics by becoming a certified user.
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|
|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|
- Interactive Performance Line Chart
- Bar Chart
- Ratio Table
- Price on Date Table
- Fund Comparison
- Portfolio Comparison
- Custom Portfolio Report Builder
- File Manager
- Dynamic Portfolio Builder
|Module 2||Training on the most efficient processes 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
- Platform Availability Table
- Custom Table
- Client Manager
- Inflation Adjusted Return Chart
|Module 3||Training on automating Analytics processes for compliance and ease of reporting. Click here for course outline +||Book | £35|
- Regular Savings & Withdrawals Chart
- Income Earned Chart
- Diversification Benefits Report
- Concentration Analysis Table
- Correlation Table
- Holding Comparison Table
- Efficient Frontier Table
- Investment Forecaster
- Alerts Manager
|Modules 1-3 & FE Analytics Certification||Embark on all three modules of training across all of Analytics. Then, when you're ready, take the exam to become FE Analytics certified.||Book | £150|
|Bespoke Module & onsite training||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|
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: [email protected] or your Relationship Manager.