Leading Investment Research Training - Trusted by Wall Street Top Banks

Our tools and training are here to ensure your research team’s work adds tangible value. Our comprehensive equity research analyst training programs will equip analysts with a deep understanding of market dynamics, regulatory environments, and emerging trends shaping the equity research landscape.

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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

Felix Analyze

Technical & modeling helpdesk

Continuing education

New-to-role programs

Our equity research in-house solutions take your team beyond the standard IB program. We focus on detailed forecasting and modeling skills as well as valuation techniques which incorporate industry coverage and approaches. Our lateral hire programs will quickly bring them up to speed with essential technical skills, paying particular attention to the desk allocation.

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Felix Learn

Your research analysts need to move fast to react to news flow, give them access to our searchable streaming library of 3350+ technical videos to answer questions on the go. Perfect for everything from forming a broad technical knowledge base to quickly refreshing knowledge on topics such as rights issues or M&A.

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Felix Analyze

Give your research analysts access to streamlined company and market data. Automatically adjust inputs for models and gather industry comps in 60 seconds. Reinforce your investment proposals with the ability to highlight and link to data points.

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Technical & modeling helpdesk

In a post MIFID world where you are billing explicitly for your insights, it goes without saying that they must be based on technically rigorous analysis. When initiating on a new company or sector, benefit from a third-party review of your model's mechanics from our expert team, inside and outside of office hours.

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Continuing education

Felix Live is here to turn your analysts into trusted advisors. We deliver cost-effective 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.

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