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.
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.
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 the individual course or first year of your plan. Renewal payments can be made using a new discount code if available.
Do you have a student discount?
Yes, student discounts are available for those in full-time study. Please reach out to info@fe.training 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 visit our pricing page.
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 plan page
for more details.
What payment methods are accepted?
We accept payments via credit or debit card, Klarna (where available) or PayPal. If you are experiencing difficulties with payment, please contact us.
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 advertised content and certifications are available for the prices displayed. The only additional fee is if you need more than 2 exam attempts.
How do I get a student discount applied to my Felix purchase?
All undergraduate and postgraduate students in the UK can visit
Student Beans
to verify their ID and receive a discount. Students outside of the UK should contact us.
Can a student discount be applied with any other discount or promotional sale?
Discounts cannot be applied in conjunction with any other discounts.
If I upgrade from the Boost plan to the Pro plan whilst there is a sale going on, will I receive the discount?
Yes, you would receive the discount available at the time. We also consider how many months into your subscription you are as your renewal date won’t change, so the upgrade price will be pro rata.
What happens if I do not finish my course before my plan expires?
Access to our courses coincides with your plan’s term, therefore you would have twelve months to complete your course(s) and subsequently get certified.
Can I pause my plan?
Pausing is not available but if you have not yet accessed your course and wish to push your start date back please contact us.
Online Courses
What is Felix?
Felix is our all-in-one toolkit for finance professionals, packed with hundreds of hours of learning content, live sessions, certified courses, role-based pathways, company filings and valuation data, industry data and models. All our online courses are 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 modules again?
No, any overlapping modules will count as completed across all micro-degrees, making it even easier to earn more certifications. You can see these on your Felix course dashboard.
Are the courses available in other languages?
All online courses are only available in English unless specified otherwise.
What are the requirements to take a course?
Our online certifications are suitable for students, graduates and finance professionals, whether you are looking to break into finance or secure a promotion. 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. We also offer lifetime access to individual courses.
What course would you recommend as a starting point? How do I determine which course is best for me and my career progression?
The right course for you will depend on your current skills and career ambitions. If you’re not sure where to start, why not take our career quiz?
Can I study multiple courses at once?
Yes, with either the Felix Boost or Pro plan, you would have unlimited access to all courses at once and have the option to study whichever course you choose to. You can easily switch course from your dashboard. Many playlists count towards multiple certifications. If you purchase an individual course your progress will still contribute towards others should you wish to earn more certifications in the future.
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 the average course completion time for users?
Average course completion is dependent on how much time you can devote to your chosen course, your personal learning style and studying habits. On average our engaged subscribers spend between 80 to 200 minutes a week studying, which means a micro-degree of forty-nine hours could be completed in approximately 3 to 4 months.
Do you provide mentoring or coaching? Do you offer career guidance?
Yes! We offer 30 minute or 60 minute coaching sessions. There are also resources in our Professional Skills and Careers section on Felix where you will find sector specific interview guidance and other advice on breaking into banking.
More questions?
If you have additional questions, please contact us.
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 and graded by one of our instructor team.
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 the quizzes and try-outs 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 certifications.
Do I get a physical certificate?
No, all certificates are digital. They 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.
If I complete all the skills certificates in The Investment Banker, can I still earn that Micro-degree?
Yes, our certification is designed to reward your progress in each skill area while contributing towards our top level certification: micro-degrees, which demonstrates your proficiency at a role. Completing multiple skill areas related to a micro-degree will unlock that level.
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?
Yes, we offer individual certifications with lifetime access or you can access all certifications with an annual plan. With an annual plan you can still complete individual courses but also benefit from access to our full playlist catalogue, live sessions and content updates.
What will I receive when I complete a course? How do I get certified?
All courses are certified. When you complete your last exam you will be able to access a Completion certificate, Skill Certificate or a Micro-Degree.
Technical Support
Can I access the course from a Mac or Windows?
Both, but while our platforms are compatible with all systems, you may find it easier to follow along when using a Windows device for some Excel workouts which use Windows key shortcuts. Find out some tips from Excel shortcuts for Mac and Windows.
More questions?
If you have more questions please contact us.