FE fundinfo training
Ongoing support and training to help you get maximum value from your
investment in our services.
How we help
Learn the UK's most popular financial planing tools directly from the people who make them
Through online or onsite modules, develop your skills and maximise the value you're getting from our tools. We can also deliver bespoke training, customised to the needs of your organisation and the job functions of your individual users.
Find out more about each of our courses below...
Our training courses
FE Analytics Training Academy
The FE Analytics Training Academy is our most in depth training, giving you the opportunity to access essential training and also become a certified user of the UK's leading fund and portfolio research tool.
The training consists of five training modules and a certification exam.
Follow the link below to find out about each of the modules.
- Analytics essentials
- Fund research
- Fund analysis
- Portfolio design and construction
- Portfolio reporting, client reviews and winning new business
FE CashCalc Client Onboarding
This training covers the client onboarding process using our digital client portal - but also covers how the FE CashCalc client portal can make your ongoing Annual Review process easier.
The training consists of one 45-minute session.
- Onboarding new clients (self-onboarding or via Adviser)
- FE CashCalc FactFind
- Attitude to Risk Questionnaire
- Sustainable Investing Questionnaire
- Client Portal integration with CashFlow Modeller
FE CashCalc CashFlow Modelling
This 45 minute session covers both the gross cashflow and net cashflow modellers in FE CashCalc. We'll go through stress testing and help you convey the value of your advice.
The training consists of one 45-minute session.
- Client portal integration with CashFlow Modeller
- Creating a Gross CashFlow model
- Illustrating the effects of life events
- Illustrating market events
- Showing the value of your advice
FE FinXL Essentials
FinXL gives you all the data in FE Analytics directly into a spreadsheet. This gives you amazing flexibility to build our golden source data into your workflows, but can be overwhelming if you're not sure where to start. Join our FE FinXL Essentials session to cover the basics and the most frequently used features in FinXL.
The training consists of one 45-minute session.
- Creating/finding a list of funds
- Finding benchmarks
- Fund Data Fields
- Creating a date list
- Running performance data
- Ratio analysis with blended benchmarks
FE AdviserAsset Essentials
Now that FE Analytics - via FE AdviserAsset - gives you the additional capability to analyse, compare and conduct platform due dilligence, this training helps you maximise your use of the tool.
The training consists of one 50-minute session.
- Setting up your clients, portfolios, charging structures and platforms
- Consolidation & Switching Analysis
- Charge Comparison
- Platform Due Diligence