Quantity:
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.
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.
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.
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.
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.
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 the the day you have booked.
- The exam is presented in a multiple choice format, and is 50 questions in length.
- You will have 1 hour.
Make sure you have completed all necessary modules!
If you have any questions, please email trainingteam@fefundinfo.com.
