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Felix - How to Guide

A guide to Felix tools.

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11 Lessons (33m)

Show lesson playlist
  • 1. Felix Content Library

    03:34
  • 2. Felix Learning Pathways

    04:30
  • 3. Felix Learning Topics

    04:10
  • 4. Felix Courses

    02:51
  • 5. Felix Sector and Transaction Models

    01:17
  • 6. Felix Live Webinars

    01:54
  • 7. Felix Curated Data

    02:32
  • 8. Felix Company Tear Sheet

    03:25
  • 9. Felix Comps Builder

    02:03
  • 10. Felix Filings and Annotations

    06:14
  • 11. Felix Table Extraction

    00:42

Felix Learning Topics

  • Notes
  • Questions
  • Transcript
  • 04:10

A guide to Felix Topics.

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Felix Finance Topics
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© Financial Edge Training 2025

Topics
Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity
Venture Capital Project Finance Credit Analysis Transaction Banking Restructuring Capital Markets
Asset Management Risk Management Economics Data Science and System
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Transcript

Let's take a look at the breadth of content in Felix, which is extensive. If I go to the topic list, you can see the Felix guide at the beginning of the topics. There's a series of introduction videos to both things like asset management, some of the key financial markets products, corporate finance in the introduction to finance section. So this is a really good place to start if you are new to the firm and you want a general introduction. If you want a deeper dive in other parts of the firm in, for example, corporate finance or investment banking you can see you've got extensive content. Accounting, financial analysis, financial modeling, things like building three step models, and also scenarios, valuation, which will cover trading comps, transaction comps, and DCF, M&A and divestitures, private equity, which are leveraged buyouts, venture capital, which is growth equity, project finance, restructuring, and also financial data tools like FactSet and BamSEC. For commercial banking, you have got some specific content on credit making loans and also transaction banking, which are payments. For the capital markets, this is the sales in trading or the trading floor content. We have some financial markets fundamentals, which are overviews, but then we dive into three main sections of the markets. We've got the equity markets and the underlying derivatives covered the fixed income markets and their derivatives and the other markets like FX and commodities. Asset management is just as extensive, even though it doesn't have a breakdown. It will include things like portfolio theory, being able to assess performance. There's a lot of content in asset management, and it covers investment management too. If you're going to a specific industry team, whether you are in research or in investment banking, we have content for you. So we have content on financial institutions that includes both banks and insurance companies, real estate, real estate investment trust, healthcare, telecoms, natural resources, technology, and renewable energy. And this content covers not just drivers of the industry, but it will also cover building a model in that sector too. And there's a lot of content here, risk management, which is more on the risk management related to banking and insurance companies, how to manage that risk internally and the methodologies of doing so. Economics will help you understand some of the key things that happen in the financial markets related to, for example, interest rates, foreign exchange, and other key macroeconomic metrics. So data science and systems covers things like coding and Python, also in SQL and it also includes Power BI. Then we've got fundamental skills, and these really relate to anyone in the organization covering basic accounting, just understanding how accounting works, fundamental Excel skills, math skills, and Microsoft Office skills covering not just PowerPoint and Word and Excel, but also Outlook. And then we've got some professional skills and career content. So this will help you with things like preparing for meetings, managing your career. And then lastly, we have a section on Felix Live. So these are all the webinars that we have run through Felix that have been recorded, and you can review those webinars that have happened in the past. So there's huge amounts of content within Felix. In fact, there's nearly 4,000 videos in Felix across over 400 playlists. So there's a really deep level of content that you can dive into. If you want to seek the content structured into job roles, I would focus on the learning pathways, or if you want to search for a specific item, you can use the search box.

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CPE

What is CPE?

CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

What are CPE credits?

For self study programs, 1 CPE credit is awarded for every 50 minutes of elearning content, this includes videos, workouts, tryouts, and exams.

CPE Exams

You must complete the CPE exam within 1 year of accessing a related playlist or course to earn CPE credits. To see how long you have left to complete a CPE exam, hover over the locked CPE credits button.

What if I'm not collecting CPE credits?

CPE exams do not count towards your FE certification. You do not need to complete the CPE exam if you are not collecting CPE credits, but you might find it useful for your own revision.


Further Help
  • Felix How to Guide walks you through the key functions and tools of the learning platform.
  • Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
  • Exam: If you are collecting CPE points you must pass the relevant CPE exam within 1 year to receive credits.
  • Glossary: A glossary can be found below each video and provides definitions and explanations for terms and concepts. They are organized alphabetically to make it easy for you to find the term you need.
  • Search function: Use the Felix search function on the homepage to find content related to what you want to learn. Find related video content, lessons, and questions people have asked on the topic.
  • Closed Captions & Transcript: Closed captions and transcripts are available on videos. The video transcript can be found next to the closed captions in the video player. The transcript feature allows you to read the transcript of the video and search for key terms within the transcript.
  • Questions: If you have questions about the course content, you will find a section called Ask a Question underneath each video where you can submit questions to our expert instructor team.