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Please note - all FE Academy products are available for existing clients of FE Analytics and FinXL only.

Each slot must be booked with the individual attendees details, even when block booking. When booking you will be able to see how many spots are left.
Payment is through Paypal and it will be your company who will receive an invoice receipt unless you specify otherwise.
You will receive an automated email confirmation after booking with more information.

For any questions, please email trainingteam@financialexpress.net.

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FE Analytics Exam

1 hour @ £25.00

- Select the day you'd like to be sent the test.
- You will then have 7 DAYS to complete the exam from the day it is sent.
- Make sure you have completed all necessary modules!
If you have any questions regarding what the test involves, please email trainingteam@financialexpress.net.

1. Analytics Essentials

55 minutes

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.

Please note: the session runs for 55 minutes, and the trainer will be available for 20 minutes after for a Q&A session.

2. Fund Research

55 minutes @ £25.00

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.

Please note: the session runs for 55 minutes, and the trainer will be available for 20 minutes after for a Q&A session.

3. Fund Analysis

55 minutes @ £25.00

Explore tools to gain a thorough understanding at the fund level of past performance, risk profiles, composition, manager track-record, and interrelationships.

Please note: the session runs for 55 minutes, and the trainer will be available for 20 minutes after for a Q&A session.

4. Portfolio Design & Construction

55 minutes @ £25.00

How to design, build, and analyse portfolios tailored to specific clients and risk profiles.

Please note: the session runs for 55 minutes, and the trainer will be available for 20 minutes after for a Q&A session.

5. Portfolio Reporting, Client Review, and Winning New Business

55 minutes @ £25.00

From the all-important first meeting, reporting, to review; this session identifies tools to produce effortless, professional reports and effective sales set-pieces.

Please note: the session runs for 55 minutes, and the trainer will be available for 20 minutes after for a Q&A session.

FE Invest - Model portfolio service*

55 minutes

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