CPD Courses

Module 5 - Portfolio Reporting; Client Review; and Winning New Business

Webinar • FE fundinfo

About the CPD course

From the all-important first meeting; through reporting; to review; this session identifies tools to produce effortless; professional reports and effective sales set-pieces.

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FE fundinfo

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FE fundinfo

FE fundinfo

Formed in 1996, we are a private company with a strong international presence throughout Europe and Asia Pacific. We are dynamic, entrepreneurial and focused on exceeding our clients’ expectations, above all we help our clients to be better informed enabling them to make better investment decisions

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