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Enterprise Solutions

Boost your team's skills and efficiency

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Student Discount

Students can enroll in Felix for half-price! Drop a message from your university email address and we will be happy to provide you with our academic coupon code.

Search Smart, Save Time

Instantly access over 2,000 precise instructor-led videos using our powerful search system of tags, acronyms and titles. Save time wasted on Googling outdated or inaccurate resources. Our library grows each week and covers a wide range of topics, from fundamentals to the more advanced.

Save your favourite videos for later and build your own library. Don’t worry about interruptions, resume partially watched videos from exactly where you left off.


Alastair Matchett

Founder & Instructor

22 years of experience instructing on Wall Street, previously investment banker at J.P. Morgan

Andrea Ward

Managing Director & Instructor

Ex-Lehman Brothers investment banker with 22 years of experience training

Gerard Kelly


Gerard, accountant and CFA (all 3 levels), has been teaching on Wall Street since 2008

Deborah Taylor


Ex-Barclays Investment Bank, Director in Equity Research and co-head of Sustainable and Thematic Investing

Jonathan Rugg


Qualified chartered management accountant, Jonathan, began his financial training career in 2008

Petter Ljunggren


Ex-Goldman Sachs, Global Investment Research, with six years of experience teaching on Wall Street

Topics Covered

Asset Management

Credit Analysis

Data Science and Systems



Financial Accounting

Financial Institutions Group (FIG)

Financial Math

Financial Modeling

Financial Tools

Industry Specific

M&A, Divestitures & LBO

Markets and Products

Microsoft Office Skills

Professional Skills and Careers

Project Finance

Transaction Banking


Ask the Experts That Teach on Wall St.

Get an answer 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 Company Analytics

Build your models faster and smarter

Our company analytics tool focuses on speed, data efficiency and accuracy.

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.

Market + Industry Data and Expert Models

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.

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.


What Our Users Say


Matteo Lhommeau

The Investment Banker

Through explicative videos and practical workouts, I strengthened & deepened my skills in areas that are essential for any job related to investment banking.

Corporate clients

Summer Analyst 2020

The Investment Banker

Videos were incredibly clear and detailed. Very high-quality resources. Would highly recommend.

Frequently Asked Questions

What tech do I need?

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Access Felix 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.

Is it right for me?

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Whether you’re a student wanting to break into finance, a professional after expert advice, or a learning & development leader looking to upskill employees, Felix has everything you need to succeed!

From technical skills to up-to-date company analytics, market data and downloadable models, Felix is your one-stop shop for both work and study.

Does Felix include certification?

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Unlike our online courses, Felix does not offer any certification at present. If you’re looking to earn Wall Street recognized accreditation, please view our range of online courses instead.

What support will I get along the way?

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Our expert instructors are on hand to help answer your technical questions. On submission of any query, you will receive a response from a Wall Street trainer within 24-hours.

For any other queries, you can also reach our to our customer support team.

Are there any hidden costs?

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Nope – everything is included within the price of your subscription.

Is the learning content accredited?

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All Felix playlists and lessons 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.

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