FE Analytics Academy

Ongoing support and training to help businesses get maximum value from their investment in our services.
FE Analytics Academy for Advisers

Overview

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.

Modules

Covers the basic features and functionalities of Analytics. Use the link, right, to book your free session now or contact us  for more information.

Course outline

  • FE fundinfo Ratings
  • Market Movements Report
  • Factsheets
  • Factsheet Summary Table
  • Interactive Scatter Scharts
  • Fund Filter
  • Custom Table
  • Scheduler

Course outline

  • FE fundinfo Risk Score Chart
  • Bar Chart
  • Scatter Chart
  • Snail Trail Chart
  • Ratio Table
  • Dividend Table
  • Fund Manager Factsheets
  • Correlation Table
  • Fund Comparison Report
  • Alerts Manager

Course outline

  • Attitude to Risk Questionnaire
  • Portfolio Builder
  • Dynamic Portfolios
  • Portfolio Scans
  • Diversification Benefit Report
  • Performance & Hypothetical Returns
  • Regular Savings & Withdrawals Chart
  • Portfolio Risk Analysis

Course outline

  • Inflation Adjusted Returns Charting
  • Portfolio Comparison Report
  • Investment Forecaster
  • Ex Ante Cost & Charges Calculator
  • Reduction in Yield Calculator
  • Custom Portfolio Report Builder

The examination and certification process rounds off the training programme by allowing you to benchmark and demonstrate your proficiency with Analytics.

For further details, please contact us.

In addition to the standard modules, we also offer bespoke modules, targeted at a specific part of your process, or team or an area of FE Analytics. These can be delivered online via a webinar, or face-to-face via an onsite session.

This session provides an overview of how to access and navigate the FE Investment offering and some of the most useful FE Analytics tools to complement it.

Become a Certified user of FE Analytics

We recognise how important it is to be able to benchmark your skills on FE Analytics, particularly in terms of professional development (for individuals), and recruitment (for firms). Therefore, we have launched a new accreditation enabling you to become a Certified User of FE Analytics.

The online exam takes approximately one hour, and tests the areas on FE Analytics most used. The exam can be scheduled for a date and time suitable to you.

Book now to schedule your test or contact us for further details.

After completing the modular course you can take the online assessment to receive your certification.

For more information, please contact: trainingteam@fefundinfo.com or your Relationship Manager.

Cancellation policy: 

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.

CPD points will be awarded to the individual named on the booking. Multiple CPD recipients per booking are not permitted.