ACADEMY

The QPLIX ACADEMY offers various training packages for QPLIX users. Our Academy offer is designed to help new QPLIX users to get started faster and experienced QPLIX users to increase their efficiency in their daily work with the software and learn tips & tricks.

MOTIVATION

The Academy offers many advantages for new as well as experienced users of QPLIX:

Easy onboarding for new team members

Do you have new team members who need to reach the level of knowledge of their colleagues as quickly as possible? No problem! With our Basics training packages, we teach newcomers efficiently and purposefully and provide them with the necessary specialist knowledge and the first practical experience to be able to actively support you from day 1.

Gaining new knowledge

Would you like to approach a new topic in which you have not been able to gain any experience yet? For example a large reporting project is around the corner or you are dealing with a new asset class in the system? The Academy will be glad to provide you with the necessary basics and tools to get you well prepared for the new project.

Knowledge refreshment

The training packages also offer many advantages for long-term QPLIX users: Already acquired knowledge is refreshed, supplemented by tips & tricks from our experienced Academy team and applied directly in the software within the framework of practical exercises.

Knowledge updating

Our software is constantly evolving with new exciting and innovative features that allow us to constantly offer you new solutions to meet the challenges of your everyday business. Our Academy team teaches you the latest features and capabilities of QPLIX and how you can use them to increase your efficiency.

Sounds great? Have a look at the overview of our training packages now.

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visited cities

standardized training packages

EXCERPT OF OUR TRAINING OFFERS

Benefit from our large selection of one or several day training packages with experienced QPLIX Academy trainers.
The training courses are designed for a maximum of 5 participants and can take place at your premises or at the QPLIX Office in Munich. In addition, we occasionally offer open workshops on dedicated dates, for which several customers can register.

Basic Workshop - Allround View (1 day)

This workshop is suitable for everyone without previous QPLIX knowledge. Through a combination of theory and practical exercises, a basic understanding of concepts and their connections in the system is achieved. Participants gain an overview of the available features and workflows and are able to carry out tasks independently (e.g. enter and maintain assets, enter transactions or create reports).

Basic Workshop - Analytics/Reporting Focus (2 days)

Would you like to focus on investment management, analytics and reporting? Then this workshop is just right for you. In addition to the basics and insights into the various areas, you will acquire specialized knowledge in analytics and reporting and apply it practically. After participating in this course, you will be able to configure and create simple analyses and report templates independently.

Basic Workshop - Transaction Focus (2 days)

In this workshop you will learn the basics of the software and focus on transactions. Here, you will gain an understanding of all areas and functions, too, but you will deal specifically with accounting topics and transactions. After this workshop you will be able to enter, edit and evaluate transactions for the asset classes covered.

Reporting Expert Workshop (1 day)

Experienced QPLIX users have the opportunity to expand and update their reporting skills. The existing reporting knowledge is refreshed and expanded with tips and tricks by our experienced Academy trainer. Participants of the course will then be able to independently apply more complex forms of presentation.

Individual training

We are also more than happy to offer individual training courses on individual topics and requirements. On request, we will be happy to provide you with further information on individual training courses. Please use the contact options provided for this purpose.

On request, we will be glad to send you detailed course brochures on the individual training packages , which contain information about the exact content and goals.

GROUP WORKSHOPS

MUNICH (25.03.-27.03.2020) | FRANKFURT (27.04.-29.04.2020)

1, 2 or 3 days

In an group workshop, different customers come together to exchange information on the topics of transactions (transaction recording, control and analysis) and analytics/reporting (creation of evaluations and reports) and to receive intensive training from our QPLIX trainers.

This group workshop is the ideal choice for users who want to get an overview of the different areas of the QPLIX system and learn the necessary skills for a successful application. In addition, users can deepen their existing knowledge during an advanced training day.

Optionally, registration can be made for all, two or only one of the training day(s). Please note that this course is held in German.

Basics

Day 1 - Transaction Focus (MUC 25.03.2020 | FFM 27.04.2020)

Best practice transaction process, efficient information search in the system and evaluation of different transactions using different asset classes

Day 2 - Analytics/Reporting Focus (MUC 26.03.2020 | FFM 28.04.2020)

Working in the allocation and creation of presets including tips, understanding of basic concepts for a successful and correct analysis, creation of selected report pages

Advanced

Day 3 - Analytics/Reporting Focus (MUC 27.03.2020 | FFM 29.04.2020)

Working with benchmarks, creating target allocations (strategic asset allocation and performance attribution), applying formula metrics, creating transaction analyses, applying more complex presentation options in reporting (e.g. by integrating iterators)

FURTHER INFORMATION (PDF)

REGISTRATION