Continuing education, eLearning, and financial data all in one plan.
Felix plans to suit individuals and teams
Get access to all our free learning materials, from videos to workouts.
- All free course content including practical exercises and quizzes
Includes full access to all certified courses.
- 184+ hours of instructor-led learning
- Search across 350+ playlists, 3000+ videos and Q&As
- Role-focused pathways
- Expert instructor support
Full Felix access including all learning content and data features.
- Everything in the Boost plan
- Streamlined company data
- Current and historic filings for over 7000 companies
- Market and industry data
- Ready-to-use sector and transaction models
|Searchable library of 350+ playlists, 3000+ videos and Q&As
|10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
|Expert instructor support
|Practical exercises to work alongside videos and quick quizzes to test your understanding
|Weekly live webinars
|Streamlined company data (WACC. & EV bridge calculator, custom comparables)
|Current and historic filings for over 4,000 US firms
|Current and historic filings for over 7,000 firms globally
|Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro)
|Regional and industry data sets
|Ready-to-use sector and transaction models
Free FREE Renewed annually Get Started
Boost £449 Billed annually Get Started
Pro £699 Billed annually Get Started
What Felix can do for you
Global companies analysed
Analysts using Felix
- Micro-degrees and Online Courses
- Content Playlist Library
- Quizzes and Tryouts
- Exclusive Live Webinars
- Live Expert Support
- Company Tearsheets and Filings
- Market and Industry Data
- Sector and Transaction Models
Wall Street-recognized certifications
Get the same training we provide analysts at the top banks, with our library of 50+ certified online finance courses, utilized by top global banks and financial institutions. Develop a comprehensive understanding of practical skills to enhance your career or excel in interviews, whether you’re a student, intern, analyst, or associate.
Save time wasted on Googling outdated or inaccurate resources. Easily search through a tagged library of over 2700 bite sized, instructor-led videos produced by our industry leading faculty. We’re constantly adding new content, most recently new playlists on Risk Management and Restructuring.
Favourite videos to come back to later and create custom pathways for your analyst team. Track their progress through our state of the art reporting tool.
Keep track of your cohort
Ensure knowledge retention & mastery with multiple choice quizzes and excel tryouts available on more than half of Felix’s playlists, with more to come. Managers and content assigners can find a cohort or course’s grades in the new ‘Quiz report’ section of ‘My account’.
Cost-effective continued education
Continuing education programmes, although essential for staff development and retention, can be expensive and difficult to prove ROI against. To combat this, every Friday, Felix users get the chance to learn live from Financial Edge instructors at not extra cost.
Get answers within 48 hours
Ex-Goldman Sachs, J.P. Morgan, Barclays, Ernst & Young, Lloyds, Standard Bank and more. Ask our experienced instructor team your technical finance questions, no matter how big or small.
Streamlined data for efficient modeling
Quickly access key financials for every quoted company in the US. Each company dashboard contains direct links to SEC filings, critical company fundamentals, WACC, comparables, earnings and more.
From the SEC and Federal Reserve to Xignite and Factset, we combine multiple trusted data sources to provide a reliable and accurate reference. All critical data usage must be externally validated.
Curated market data
Review, filter and download up-to-date industry and market data curated by our data team. Sheets include EV and equity multiples, cost of debt and equity, capital efficiency, growth, profitability, returns, capital structure analysis and more.
Put learning into practice
Download ready-to-use sector and transaction models and access supporting playlists. Sector models include banking, life insurance, oil and gas, P&C insurance, pharma, REITs and telecoms. Transaction models include divestiture, IPO, LBO and merger.
Learn & analyze on the go with the Felix mobile app
The ultimate, on the go, learning and productivity tool for current and aspiring finance professionals. In the era of remote work, we know financial professionals need to refresh their knowledge, and access financial data from their mobiles.
We’ve created the Felix app to provide the best possible mobile experience. It’s the ultimate quick reference tool.
What our users say
Useful to learn and to have financial data
Plenty of practice exercises ensures that the student grasps the content and understand modelling. The instructors are also very clear
The course was well explained and properly structured, I loved the exercise because that helped me practice what I learnt
A brilliantly run, extremely clear training programme ran by specialists that are clearly not only holding a wealth of knowledge in their respective fields but also have a passion for sharing it with people.
I loved the courses I took! Very informative. Easy to access and understand.
It’s a great learning experience when the instructor gives examples and real-world scenarios from the perspective of an investment banker
The way the training is structured and very insightful. The training sessions are very productive and well explained. Definitely, it has exceeded my expectations and would highly recommend whoever is keen to get proper knowledge direction.
Content is very detailed and clearly explained making it a great resource for anyone starting off in asset management and investment banking
“Compared with other learning providers, Felix is the most innovative and richest (self-)learning resource in combination with reliable data on the market right now.”
– Zolboo (Investment banking Associate)
Learn from our expert instructors
Ex-Ernst & Young
Ex-Lloyds private banking
Frequently asked questions
What tech do I need?
Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.
Are there any hidden costs?
No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.
Is it right for me?
Our online courses reflect the training new analysts receive at the leading financial organizations. They’re challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.
Does Felix include certification?
Yes. All our online certifications are available on Felix. Our Boost plan and Pro plan include full access to all our certified courses.
What support will I get along the way?
Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.
Is the learning content accredited?
All of our online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.