Managing the many forms of risk is essential to the DNA of any organisation. Without appropriate protection; companies cannot grow. The Client Academy provides knowledge through a... Read more
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... Read more
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.
Explore tools to gain a thorough understanding at the fund level of past performance; risk profiles; composition; manager track record; and interrelationships.
How to design; build; and analyse portfolios tailored to specific clients and risk profiles.
From the all-important first meeting; through reporting; to review; this session identifies tools to produce effortless; professional reports and effective sales set-pieces.
The full-day on-site Analytics training programme; delivered by an expert Training Consultant; provides a broad overview of FE Analytics features to be used in a variety of settings... Read more
The half-day on-site Analytics training programme; delivered by an expert Training Consultant; provides a concise but detailed overview of key Analytics programme features. We give a... Read more
The Work and Mental Health workshop focuses on both the fast-growing awareness and the importance of good mental health and wellbeing in the workplace. Helping staff prevent mental... Read more
There was an error submitting your enquiry. Please use the Contact page instead.
Your CPD request has been sent to the relevant accredited CPD provider. We hope this is of help.
Click here to search for more CPD courses and events.
The CPD Service