Frequently Asked Questions
Below you will find answers to the questions we are most frequently asked on Felix plans, our online courses, content, platform, or pricing. Don’t hesitate to contact us if you have additional questions
Plans and Pricing
Can I get a refund on my plan?
Our refund policy lasts 30 days. If 30 days have gone by since your purchase, unfortunately we can’t offer you a refund or exchange. Annual plans cannot be refunded if our courses have been accessed, or any certificates have been earned. Please see our refund policy for more details.
If you have further questions on refunds, please email our customer support at firstname.lastname@example.org.
How can I cancel my plan?
You can cancel your plan at any time until 24 hours before your free trial or annual plan ends.
If you forget to cancel your plan before it renews you are eligible for a refund within 72 hours of the renewal. You will not be eligible for a refund if you earned any certificates within the 72 – hour refund window.
Please email our support team at email@example.com if you have further questions.
If I cancel my plan, will I still have access to the courses I completed?
You will have access to the platform until the day the plan expires, and you can download any certificates earned during that period.
Which payment does my discount code apply to?
If you have a discount code, it will apply to each annual payment e.g 25% off each annual renewal.
Do you have a student discount?
Yes, student discounts are available for those in full-time study. Please reach out to firstname.lastname@example.org with a photo of your current and valid student ID to qualify.
How do I change my plan?
If you wish to change or upgrade your Felix plan, you can select the plan you want and upgrade with your Felix login. If you have more questions, please email our support team at email@example.com.
What are the Felix plans available?
We have three plans available which includes our Free plan, Boost plan and Pro plan. Please refer to our subscription plan page for more details.
What payment methods are accepted?
We accept payments via credit or debit card, PayPal, or Klarna. If you are experiencing difficulties with payment, please email our support team at firstname.lastname@example.org.
Will my membership automatically renew when I sign up?
Your annual membership will automatically renew. If you don’t want to renew your plan, you can cancel it before the renewal date.
Are there any additional fees or costs?
No. All our online courses are available in one annual price and there are no additional fees required to earn any your certifications.
What is Felix?
Felix is our all-in-one toolkit for finance professionals, packed with hundreds of hours of learning content and real-world finance tools. All our online courses will be delivered through this platform.
If I complete The Investment Banker and want to take The Portfolio Manager, do I have to do some of the same modulesagain?
No, any complete module will count as completed across all micro-degrees, making it even easier to earn more certifications.
Are the courses available in other languages?
No, all online courses in our plans are available in English.
What are the requirements to take a course?
Most of our online certifications are suitable for students, graduates and finance professionals who are either looking to land an entry level position or move to a different team within the finance industry. Our content and assessments cover everything you need to know from the fundamentals in accounting, modeling and valuation to advanced practical case studies. Please refer to the recommendations on each course for more details.
How long do I have to complete the course?
You have unlimited access to all our courses within your annual Felix plan. You can complete all videos, exercises, try-outs and assessments at your own pace.
Are Financial Edge courses officially accredited
Yes, all our online courses are CPD accredited. Continuing Professional Development is a learning tool that professionals from across all industries can apply to improving skills and developing their knowledge. Please see more about CPD credits here.
If you have additional questions, please email our support team at email@example.com.
Exams and certificates
What is the format of the exams?
All our exams are made up of multiple-choice questions drawn from a randomized question bank. The Modeler Skills Certificate includes a case study assignment which requires you to build and submit a financial model, this will be reviewed by an instructor.
What is the pass rate for a micro-degree?
The pass mark for each exam and assignment is 70%.
How many resits do I have?
Each exam will offer 2 attempts (this includes 1 free resit after the first attempt). You have unlimited attempts for try-outs and quizzes as they are aimed to help you prepare for the topics in the exam.
Will I get a certificate if I do a free course?
Yes, you will receive a completion certificate after completing a free course. Learn more about our different certifications here.
Do I get a physical certificate?
No, all certificates are digital and can be downloaded and shared on your LinkedIn profile. If you would prefer a physical certificate you can print your certificate through the link provided from your digital version.
If I complete all the skills certificates in The Investment Banker, can I still earn that Micro-degree?
Yes, if you successfully pass all parts of any micro-degree, you will earn a micro-degree certificate. All completed skills certificates collected will count towards your micro-degree (applied to all relevant micro-degrees on the dashboard).
How can I access my certificate?
A link to your certificate will be emailed to you after completion, you can access this via our credentials portal.
Can I purchase an individual certification program?
Our certifications are not available to purchase individually but you can access them through an annual Felix plan. With an annual plan you can still complete an individual course and benefit from access to even more of our certifications and specialist courses.
How long will it take to complete a course?
Please refer to the hours listed on each of our courses for their estimated completion time.
What is CPD?
CPD stands for Continuing Professional Development. It is a method of learning that professionals from across all industries can apply to improving skills and developing their knowledge. Learn more about CPD here.
Can I access the course from MAC or Windows?
Yes. While compatible with all systems, you may find it easier to follow along when using a Windows device for some Excel workouts which are Windows based for shortcuts. Find out some tips from Excel shortcuts for Mac and Windows.
If you have more questions please email our support team firstname.lastname@example.org and we’ll be happy to answer any of your questions.