Leading Asset Management Training - Trusted by Wall Street's Top Banks

Give your analysts access to the tools and training needed to create strong returns in negative headwinds. Through hands-on workshops and interactive sessions led by industry experts, your analysts will gain valuable insights into market trends, regulatory developments, and best practices for navigating challenging market conditions.

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Better training, better analysts, better results.

Experience

With instructors from J.P. Morgan, Goldman Sachs, Barclays, and other bulge bracket heavyweights, we deliver an unparalleled learning experience.

Scope

From investment banking fundamentals to specialized PE and asset management courses, we’ve got the resources to create bespoke training for any business needs.

Flexibility

We deliver optimized training for your cohort and budget, whether it’s in-person, virtual, on demand, or off the shelf.

There's a solution for everything.

New-to-role programs

Felix learn

CFA learning pathway

Felix analyze

Technical & modeling helpdesk

Continuing education

New-to-role programs

Successful asset managers understand themselves as investors and are confident enough to justify their decisions while providing strong overall returns. We provide students with the rigorous technical skill set needed to understand investment opportunities and translate them into meaningful analysis, creating active managers with the client's interests in mind.

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Felix learn

Your analysts need to move fast to react to market changes, give them access to a streaming library of 3,500+ technical videos and the ability to pose technical finance questions directly to our experts. Perfect for when analysts need to refresh their knowledge to understand key company differentiators and outpace the competition. Analysts can prove their skills with 60+ available certifications.

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CFA learning pathway

We’ve created eight Felix playlists that align with the CFA Program Candidate Body of Knowledge. Each one is filled with micro-learning videos and try-outs that analysts can work through at their own pace to prepare for their exams.

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Felix analyze

Easily accessible, streamlined company and market data. Analysts can automatically adjust inputs for models and gather industry comps in 60 seconds. Sift through a myriad of announcements and reinforce advice with the ability to highlight and link to data points in financial filings.

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Technical & modeling helpdesk

Give your analysts access to our team of expert instructors, trusted to train at Wall St's biggest firms. Third party reviews of model mechanics, available inside and outside of office hours, encourage analysts to think out-side the box and make stronger recommendations.

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Continuing education

Felix Live, our cost-effective continuing education solution, is here to turn your analysts into trusted advisors. We deliver live sessions on market-relevant topics such as debt restructuring to help your team grow their skills and become the best possible resource for clients. Elegantly dovetailing with our on-demand learning, Q&A and up to date market and company data platform.