Felix logo

Continuing education, eLearning, and financial data all in one plan.

160+ continued education webinars every year

3,500+ on-demand instructor-led training videos

Market data and filings for 26,000+ companies

Felix plans to suit individuals and teams

Plan icon Boost Plan

Includes full access to all certified courses.

£449
Billed annually
Expand skills
Boost includes:
  • 184+ hours of instructor-led learning
  • Search across 350+ playlists, 3000+ videos and Q&As
  • Role-focused pathways
  • Expert instructor support

Plan icon Pro Plan

Full Felix access including all learning content and data features.

£699
Billed annually
Maximize potential
Pro includes:
  • 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

Compare plans

Boost Plan Pro Plan
Completion certificates 38 38
Skills certificates 51 51
Micro-degrees 12 12
Lifetime access to course
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Searchable library of 370+ playlists, 3500+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 7,500 firms globally
Current and historic filings for over 4,000 US firms
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
Boost £449/year Expand skills
Pro £699/year Maximize potential

    Enterprise solutions
    Boost your team’s skills and efficiency with exclusive enterprise tools.

    What Felix can do for you

    3,500+

    Instructional videos

    360+

    Video playlists

    26,000+

    Global companies analysed

    30,000+

    Analysts using Felix

    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.

    On-demand learning

    Save time wasted on Googling outdated or inaccurate resources.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.

    “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)

    Frequently asked questions

    What tech do I need?

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    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?

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    No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

    Is it right for me?

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    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?

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    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?

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    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.