Frequently Asked Questions - Financial Edge (2024)

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 tocontact us if you have additional questions

Plans and Pricing

Can I get a refund on my plan?

Frequently Asked Questions - Financial Edge (1)

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
refunds policy for more details.

If you have further questions on refunds, please email our customer support at [email protected].

How can I cancel my plan?

Frequently Asked Questions - Financial Edge (2)

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.

Please email our support team at [email protected] if you have further questions.

If I cancel my plan, will I still have access to the courses I completed?

Frequently Asked Questions - Financial Edge (3)

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?

Frequently Asked Questions - Financial Edge (4)

If you have a discount code, it will apply to each annual payment e.g 25% off each annual renewal.

Do you have a student discount?

Frequently Asked Questions - Financial Edge (5)

Yes, student discounts are available for those in full-time study. Please reach out to [email protected] with a photo of your current and valid student ID to qualify.

How do I change my plan?

Frequently Asked Questions - Financial Edge (6)

If you wish to change or upgrade your Felix plan, you can select the
plan you want and upgrade
with your Felix login. If you have more questions, please email our support team at [email protected].

What are the Felix plans available?

Frequently Asked Questions - Financial Edge (7)

We have three plans available which includes our Free plan, Boost plan and Pro plan. Please refer to our subscription plan page
for more details.

What payment methods are accepted?

Frequently Asked Questions - Financial Edge (8)

We accept payments via credit or debit card or PayPal. If you are experiencing difficulties with payment, please email our support team at [email protected].

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?

Frequently Asked Questions - Financial Edge (10)

No. All our online courses are available in one annual price and there are no additional fees required to earn any your certifications.

How do I get a student discount applied to my Felix purchase?

Frequently Asked Questions - Financial Edge (11)

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 [email protected].

Can a student discount be applied with any other discount or promotional sale?

Frequently Asked Questions - Financial Edge (12)

Student 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?

Frequently Asked Questions - Financial Edge (13)

Yes, you would receive the discount available at the time. We also consider how many months into your subscription you are.

What happens if I do not finish my course before the subscription end date?

Frequently Asked Questions - Financial Edge (14)

Access to our courses coincides with your subscription term, therefore you would have twelve months to complete your course(s) and subsequently get certified.

Can I pause my plan?

Frequently Asked Questions - Financial Edge (15)

Unfortunately, pausing is not an option.

Online Courses

What is Felix?

Frequently Asked Questions - Financial Edge (16)

Felix is our all-in-one toolkit for finance professionals, packed with hundreds of hours of learning content and real-world finance tools. All our online courses will be 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?

Frequently Asked Questions - Financial Edge (17)

No, any complete module will count as completed across all micro-degrees, making it even easier to earn more certifications.

Are the courses available in other languages?

Frequently Asked Questions - Financial Edge (18)

No, all online courses in our plans are available in English.

What are the requirements to take a course?

Frequently Asked Questions - Financial Edge (19)

Most of our online certifications are suitable for students, graduates and finance professionals who are either looking to land an entry level position or move to a different team within the finance industry. 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?

Frequently Asked Questions - Financial Edge (20)

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.

Are Financial Edge courses officially accredited

Frequently Asked Questions - Financial Edge (21)

Yes, all our online courses are CPD accredited. Continuing Professional Development is a learning tool that professionals from across all industries can apply to improving skills and developing their knowledge. Please see more about CPD creditshere.

What course would you recommend as a starting point? How do I determine which course is best for me and my career progression?

Frequently Asked Questions - Financial Edge (22)

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?

Frequently Asked Questions - Financial Edge (23)

Yes, with either the Felix Boost and Pro plan, you would have unlimited access to all sixty-four courses at once and have the option to study whichever course you choose to. Many playlists count towards multiple qualifications.

How long will it take to complete a course?

Frequently Asked Questions - Financial Edge (24)

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?

Frequently Asked Questions - Financial Edge (25)

Average course completion is dependent on how much time you can devote to your chosen course, your personal learning style and studying habits. However, per week, on average, our engaged subscribers spend between eighty to two-hundred minutes watching Felix content which means a Micro degree of forty-nine hours could be completed in approximately four months.

Do you provide mentoring or coaching? Do you offer career guidance?

Frequently Asked Questions - Financial Edge (26)

Unfortunately, we do not offer one-to-one mentoring or coaching but there are resources in our Professional Skills and Careers section on Felix.

you will find sector specific interview guidance and other advice on breaking into banking.

More questions?

Frequently Asked Questions - Financial Edge (27)

If you have additional questions, please email our support team at [email protected].

Exams and certificates

What is the format of the exams?

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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 by an instructor.

What is the pass rate for a micro-degree?

Frequently Asked Questions - Financial Edge (29)

The pass mark for each exam and assignment is 70%.

How many resits do I have?

Frequently Asked Questions - Financial Edge (30)

Each exam will offer 2 attempts (this includes 1 free resit after the first attempt). You have unlimited attempts for try-outs and quizzes 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?

Frequently Asked Questions - Financial Edge (31)

Yes, you will receive a completion certificate after completing a free course. Learn more about our different certificationshere.

Do I get a physical certificate?

Frequently Asked Questions - Financial Edge (32)

No, all certificates are digital and 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 from your digital version.

If I complete all the skills certificates in The Investment Banker, can I still earn that Micro-degree?

Frequently Asked Questions - Financial Edge (33)

Yes, if you successfully pass all parts of any micro-degree, you will earn a micro-degree certificate. All completed skills certificates collected will count towards your micro-degree (applied to all relevant micro-degrees on the dashboard).

How can I access my certificate?

Frequently Asked Questions - Financial Edge (34)

A link to your certificate will be emailed to you after completion, you can access this via ourcredentials portal

.

Can I purchase an individual certification program?

Frequently Asked Questions - Financial Edge (35)

Our certifications are not available to purchase individually but you can access them through an annual Felix plan. With an annual plan you can still complete an individual course and benefit from access to even more of our certifications and specialist courses.

What is CPD?

Frequently Asked Questions - Financial Edge (36)

CPD stands for Continuing Professional Development. It is a method of learning that professionals from across all industries can apply to improving skills and developing their knowledge. Learn more about CPD here

What will I receive when I complete a course? How do I get certified?

Frequently Asked Questions - Financial Edge (37)

All courses are certified. When you complete your last exam you’ll be able to access a Completion Certificate, Skill Certificate or a Micro-Degree.

Technical Support

Can I access the course from MAC or Windows?

Frequently Asked Questions - Financial Edge (38)

Yes. While compatible with all systems, you may find it easier to follow along when using a Windows device for some Excel workouts which are Windows based for shortcuts. Find out some tips from Excel shortcuts for Mac and Windows

.

More questions?

Frequently Asked Questions - Financial Edge (39)

If you have more questions please email our support team [email protected] and we’ll be happy to answer any of your questions.

Frequently Asked Questions - Financial Edge (2024)
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