• JHC Figaro
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  • Helping new and existing clients to extract maximum value from our tools and platforms

    Training sessions can be held at our training facility in central London, or on the client’s premises. There are never more than eight delegates on any one course, although training can be conducted on a one-to-one basis if desired.

    About our trainers...
    Prior to joining JHC, some of our trainers worked for financial institutions where they used Figaro’s tools and functionality on a daily basis for a number of years. Other JHC trainers started with a ‘blank sheet’ helping firms make the transition from a manual/spreadsheet way of working, to the Figaro platform. Irrespective of their career path or experience, each of our trainers has an in-depth understanding of how Figaro is employed in many different firms and environments.

    Training provides Figaro clients with these benefits:

    • A complete understanding of what Figaro can do for the business;
    • Maximises system performance more rapidly; Provides users with task and process-specific expertise;
    • Heightens confidence and motivates people; Replaces in house training, saving the firm time and money
    About Figaro Training

    Listed below are some, but not all, of the courses we offer. Please get in touch If you cannot find what you are looking for.      

     Introductory courses

    • Introduction to Figaro(3 days)
    • Figaro: An Overview (1 day)

     Function-specific courses

    • Accounts & Payments
    • CGT & Valuations
    • Client Management
    • Compliance & Finance
    • Corporate Actions & Dividends
    • Nominees
    • Order & Contracts
    • Settlement & Reconciliation
    • Wealth Management

    Customised Training
    We provide customised courses to meet non-standard requirements. Some examples include one-to-one, in-depth training needs analysis, bespoke training plans (together with delivery of courses) training documentation and our ‘train-the-trainer’ service where we construct an appropriate training plan/schedule for a firm’s nominated trainer. 

    TRAINING POLICY

    Delegate numbers
    To ensure that delegates can spend as much time as possible with the trainer, there are never more than eight delegates on a course. 

    Course Bookings
    Until a work order is signed and returned to us, all bookings for training are considered provisional. 

    Payment
    Invoices are issued at the end of the month in which training takes place.

    Cancellations
    If a booking needs to be rearranged for unavoidable reasons, please speak to either your JHC training contact or Account Manager as soon as possible. Providing the booking is cancelled no less than 30 days prior to the course commencement date, a cancellation fee will not be charged; otherwise the following fees apply:

    Notice period:             Cancellation fee: 
    30+ days                      No fee charged
    15 – 29 days                50% of the total fee
    8 – 14 days                  75% of the total fee
    <7 days                        100% of the total fee

    (We always try to accommodate cancellations without charging a cancellation fee.)