FE Analytics Training Academy products are available for existing licence holders of FE Analytics, FE AdviserAsset and FE Analytics FinXL.

  • Each slot must be booked with the individual attendees details.
  • Payment is through Paypal - please note, you do not require a Paypal account.
  • Non-UK clients - please contact us separately on trainingteam@fefundinfo.com to arrange payment for the product(s) you wish to purchase.
  • You will receive an automated email confirmation after booking with more information.

Please Note: For FE Analytics training ONLY, CPD points will be awarded to the individual named on the booking. Multiple CPD recipients per booking is not permitted.

For more information about other FE Analytics training available, please visit FE Analytics Training Academy.

For any questions, please email trainingteam@fefundinfo.com.

    • 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 5 ...

    • 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 ...

    • 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 avail ...

    • 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 ...

    • FE Analytics Exam

      1 hour @ £25.00

      Take the FE Analytics Certification Exam! - Select when you'd like to receive access details. Please check your Junk/Spam filter on the day itself as these are auto-generated. - Details on accessing the test will be sent at 13:00 on th ...