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

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

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

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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.

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