If you’ve been looking into finance training, you may have come across Financial Edge in your search. It offers online courses in financial modeling, valuation, and accounting, as well as classroom training and private coaching through Wall Street Prep.

If you’re a finance professional looking to upskill or a candidate preparing for a career in finance, Financial Edge may be worth considering.

Below, we break down what Financial Edge actually offers, how much it costs, and its pros and cons. We’ll also share the best Financial Edge Training alternatives to help you find the right service for your goals and budget.

Here’s what we’ll cover:

1. Financial Edge services ↑

Financial Edge is a UK-based finance training provider known for its certification courses. You can buy a course individually or get access to the full library through Felix, its online learning platform.

In 2025, Wall Street Prep acquired Financial Edge. The two brands still have separate websites, but Financial Edge now directs private coaching enquiries to their combined coaching service.

Below are some of the services Financial Edge offers.

1.1 Online courses and certifications

Financial Edge offers three levels of certification: completion certificates, skills certificates, and micro-degrees. Micro-degrees are the highest level and combine several related courses and skills into one program.

For example, The Investment Banker covers accounting and financial modeling, then valuation, mergers and acquisitions (M&A), and leveraged buyouts (LBOs). You can practice building models in Excel alongside the lessons.

1.2 Felix and live training

Felix is Financial Edge’s online learning platform. It offers two subscription plans, Boost and Pro. Both include access to the course library and instructor support, while Pro adds company data and ready-to-use models.

Beyond online courses, Financial Edge offers live team training for companies and public courses in London and New York City. The New York listings currently say “New dates coming soon,” so check availability before making plans.

1.3 Coaching

Financial Edge also offers private coaching through Wall Street Prep. You can use it for mock interviews or get help with a financial model. The process starts with a consultation about your goals, after which the team matches you with an expert.

The platform also allows you to view featured coaches’ profiles on the website, but you can’t choose your coach. So before you pay, ask about the coach’s experience. 

As for pricing, live coaching costs extra, even if you already have Felix’s email support.

2. Financial Edge review (pros and cons) ↑

Financial Edge is highly rated on Trustpilot, with a 4.6-star rating from 220 reviews as of September 2026. We based this review on Financial Edge’s website, terms, and customer reviews. 

Overall, Financial Edge’s courses are worth considering if you want to learn financial modeling. But if you mainly want feedback on your interview answers, the £374.17 annual subscription may be difficult to justify. Private coaching isn’t included, so you’ll need to book and pay for it separately.

2.1 Financial Edge pros

  • Practical exercises included: Financial Edge’s online training includes exercises alongside the video lessons. For example, The Investment Banker includes Excel modeling and valuation exercises.
  • Different finance roles covered: Financial Edge has courses for investment banking, private equity, and portfolio management. This means you can choose training that’s more relevant to the role or skills you’re targeting.
  • Free content available: You can browse topics on Felix without signing up and try some free lessons before paying for a course or subscription. However, features such as “Email Our Experts” require an upgrade.
  • Strong customer reviews: Financial Edge has a 4.6 Trustpilot rating. Customers generally find the courses easy to follow and often praise the practical exercises and clear explanations in the course materials.
  • Lifetime access: Individual course purchases come with lifetime access, so you can revisit the course materials whenever you need to without paying a yearly fee.

2.2 Financial Edge cons

  • Coaching costs extra: Want a private session too? That’s another $400 for one hour through Wall Street Prep. A Felix subscription doesn’t include it.
  • No option to choose a coach: You’ll discuss your goals in a consultation, then the team picks your coach. Although you can browse coach profiles, you can’t choose who you work with. 
  • Full year’s payment required upfront: Boost and Pro subscriptions are billed annually. Your subscription will also renew for another year unless you cancel it.
  • Extra exam fees: Each certification exam includes two attempts. If you don’t pass after those attempts, you’ll need to pay an additional fee to retake the exam. Practice quizzes and try-outs are unlimited.
  • Restricted refunds: Financial Edge offers a 30-day refund policy, but you may no longer qualify for a refund once you’ve accessed content or earned a certificate.

3. Financial Edge pricing ↑

Financial Edge offers two subscription plans: Boost and Pro. Boost costs £374.17 per year (about $500), while Pro costs £582.50 per year (about $780).

Both give you one-year access to Financial Edge’s certified course library, but Pro includes additional resources, such as regional and industry data sets and ready-to-use sector and transaction models.

 If you don’t want a subscription, you can also purchase courses individually. These come with lifetime access, so you can revisit the course material whenever you need to.

Private coaching is priced separately. Financial Edge directs you to Wall Street Prep for coaching, where the hourly rate depends on how many hours you book:

  • One to three hours: $400 per hour
  • Four to nine hours: $350 per hour, paid upfront
  • Ten or more hours: $340 per hour, paid upfront

 Depending on how many sessions you need, coaching can get expensive. For example, four hours at $350 per hour would cost $1,400.

By comparison, a one-hour interview coaching session on IGotAnOffer usually costs $100–$250. You can also choose your coach and pay their individual rate.

4. Financial Edge alternatives (by category) ↑

If Financial Edge isn’t for you, here are eight other options. We’ve grouped them by what you need help with, whether that’s practicing interview answers with a coach or learning financial modeling in a class.

4.1 Best for personalized finance interview and career coaching

IGotAnOffer

  • Pricing: 2 to 5 credits per one-hour session ($100–$250 before volume discounts; one credit costs $50)
  • Reviews: 4.8 on Google; 4.93 on its website, which reports over 23,000 clients coached; 4.2 on Trustpilot
  • Coaching expertise: Coaches have experience at firms such as Goldman Sachs, J.P. Morgan, and Morgan Stanley
  • Money-back guarantee: Contact us within 24 hours if you’re not satisfied. Refunds cover up to one session per user; unused credits have a separate 30-day refund period
  • Pros vs Financial Edge: Choose your coach; lower hourly cost 
  • Cons vs Financial Edge: Doesn’t offer courses or certification programs

On IGotAnOffer, you can book a one-hour interview coaching session with finance coaches who have worked as recruiters or interviewers at firms such as Goldman Sachs, J.P. Morgan, and Morgan Stanley. Their experience can guide you through the interview process for your chosen role and target company.

In addition to interview coaching, IGotAnOffer also offers career mentoring, leadership coaching, resume review, and salary negotiation coaching.

You can search by company, role (e.g., investment banker, corporate finance manager), specialty, timezone, etc., and book a time that suits you. You can also look through coach profiles without signing up, where you can read about their work experience, check what other customers say, and see how much they charge.

When choosing a coach, look for someone who has hired for your target role. They can tell you what they typically look for in candidates and what they’d want to hear in your interview answers.

At IGotAnOffer, you don’t need to commit to a monthly or annual membership. Instead, you can buy non-expiring credits and use them whenever you want. One credit costs $50, and most sessions cost 2 to 5 credits.

If you’re looking for a more affordable option, an hour with an IGotAnOffer coach costs $100 to $250, compared with Financial Edge’s $400 hourly coaching rate.

4.2 Best for a wide range of finance certifications

Corporate Finance Institute

  • Pricing: Self-Study $497/year; Full-Immersion $847/year before promotions
  • Reviews: 4.7/5 on Trustpilot from 965 reviews
  • Coaching expertise: Instructors have worked in investment banking, commercial banking, corporate finance, and accounting, including senior analyst and leadership roles
  • Money-back guarantee: Generally nonrefundable, except in jurisdictions where refunds are required by law
  • Pros vs Financial Edge: Wide range of certification options for corporate finance, financial planning, and commercial banking
  • Cons vs Financial Edge: Live private coaching isn’t included; subscriptions renew automatically

The Corporate Finance Institute (CFI) specializes in certification programs and specialized courses for finance professionals. The platform offers seven accredited certifications, with the FMVA (Financial Modeling and Valuation Analyst) being its most recognized.

You can also choose a certification in commercial banking, capital markets, or financial planning and analysis.

CFI offers two yearly subscription plans: Self-Study and Full-Immersion. Self-Study costs $497 per year, while Full-Immersion costs $847 per year. Both plans include all seven certifications; you can’t purchase an individual certification separately.

Full-Immersion includes additional support. You can send the CFI team up to five finance questions each week through Ask an Expert and submit a CFI model for review. However, this doesn’t include a call with an instructor, and you can’t choose who answers your questions.

Both paid plans renew automatically, but if you cancel, you’ll keep access until the end of the period you’ve already paid for. If you want to try CFI before subscribing, its free account lets you watch introductory videos from the course catalog and take the full Careers in Finance course. This gives you a way to try the lessons before paying for access to the certification programs.

4.3 Best for self-paced investment banking and private equity interview prep

Breaking Into Wall Street

  • Pricing: $497 for one year of Platinum access; checkout says it does not renew automatically
  • Reviews: Client testimonials are available on the BIWS website; no independent aggregate rating verified
  • Coaching expertise: Contributors have backgrounds in investment banking, private equity, institutional sales, and corporate finance at a Big Four firm
  • Money-back guarantee: 90-day unconditional refund
  • Pros vs Financial Edge: 90-day unconditional refund; no automatic renewal for the one-year Platinum package
  • Cons vs Financial Edge: Platinum’s lesson support doesn’t include live mock interviews

Breaking Into Wall Street (BIWS) is a finance training platform best known for its use of real-world modeling tests and case studies to prep candidates for investment banking and private equity interviews.

A one-year purchase ($497) gives you full access to its course library, technical guides, and expert support. This means you don’t have to pay for a monthly subscription or worry about automatic renewals.

There’s also the option to buy individual courses with lifetime access. If you only need training in a specific area, this may be more cost-effective than paying $497 for access to the full course library.

BIWS also offers resume/CV and pitch editing as a $500 add-on. However, this service isn’t sold separately, so you’ll need to purchase the course package to access it.

If you’re unsure whether BIWS is right for you, it offers a 90-day unconditional refund, giving you more time to try the material than Financial Edge.

4.4 Best for scheduled live finance classes

Training The Street

  • Pricing: Standard public courses start at $1,150 per day per seat; short virtual SprinTTS courses start at $500 per seat; self-study Foundations $200, Advanced $400, or both for $500
  • Reviews: 3.5/5 on Trustpilot from 13 reviews
  • Coaching expertise: Instructors include former investment bankers from Merrill Lynch and Bank of America Securities, with experience teaching at business schools
  • Money-back guarantee: Public-course cancellations at least 14 days before class receive a full refund; self-study purchases are nonrefundable
  • Pros vs Financial Edge: Virtual classes as short as two hours for a specific skill
  • Cons vs Financial Edge: Multi-day classes cost more than a year of Felix; you must attend on its schedule

Training The Street offers both live classes and self-study courses. If you prefer learning directly from an instructor, its live classes range from shorter courses on individual topics to multi-day programs.

Live classes can be expensive, however. For example, the two-day Fast Track financial modeling course costs $2,250. This includes instructor support and one year of access to online materials.

If you want live instruction on one specific topic without attending a full-day class, Training The Street’s SprinTTS courses may suit you better. These virtual classes start at two hours and cover topics such as LBO exits and business case modeling. Financial Edge’s listed London masterclasses run for one or more days, making them a better fit if you want to set aside full days for classroom training.

If you prefer to learn at your own pace, Training The Street also offers paid self-study courses with five years of access. Its Foundations bundle costs $200, Advanced costs $400, and both together cost $500 before promotional discounts. You can try its Introduction to Financial Modeling course for free before buying.

4.5 Best for repeated modeling practice with feedback

Adventis

  • Pricing: $539; $339 for eligible students with an educational email address
  • Reviews: No independent aggregate rating verified; student success stories appear on the site
  • Coaching expertise: Campus bootcamps are led by student trainers who have completed the FMC program and additional instructor training
  • Money-back guarantee: No refunds once enrolled
  • Pros vs Financial Edge: Unlimited certification exam attempts at no extra cost
  • Cons vs Financial Edge: Narrower focus on modeling; video access ends after two years

Adventis teaches financial modeling through its Financial Modeling Certification (FMC) program. You start by building a three-statement model from scratch, then move on to valuation and LBOs. As you work through the program, you’ll need to submit models for assessment as part of the certification process.

Like Financial Edge, Adventis gives you feedback on a submitted model. It also allows unlimited exam attempts, which is generous compared with Financial Edge’s two. However, you can usually only register for one exam per week, so you may have to wait before retaking it if you don’t pass.

The $539 price covers two years of video access. If you’re a student with an educational email address, you only have to pay $339. Adventis doesn’t offer refunds once you’ve enrolled and received access, so be sure to check the course content before buying.

4.6 Best for private equity modeling tests

Peak Frameworks

  • Pricing: $649 standard price; $547 promotion when checked, paid once for lifetime access
  • Reviews: 4.9/5 displayed on its own course page; no independent aggregate rating verified
  • Coaching expertise: The course director has worked at Silver Lake Partners, Providence Equity, and Evercore
  • Money-back guarantee: 14 days, provided you complete Knowledge Assessment I
  • Pros vs Financial Edge: A course focused on private equity recruiting, with lifetime access
  • Cons vs Financial Edge: No live coaching option; limited value if you’re targeting another finance role

Peak Frameworks offers a course for private equity recruiting. It’s worth a look if you want to practice modeling tests before your interviews. The course includes five three-statement LBO tests and seven paper LBO exercises, as well as investment cases and recruiting guidance.

You get lifetime access to the course upon purchase. This includes any future updates to the material.

You can also try the free course preview before paying. If you need private coaching or tutoring alongside the course, you’ll have to book it elsewhere, as Peak doesn’t offer either service.

If you decide it’s not for you, you can request a refund within 14 days, provided you complete Knowledge Assessment I.

4.7 Best for structured recruiting support

Wall Street Oasis Academy

  • Pricing: $7,000 upfront; payment plans total $8,000 or $10,600. Optional guarantee adds $4,000 to the upfront plan
  • Reviews: 4.3/5 on Trustpilot from 622 reviews, covering Wall Street Oasis overall
  • Coaching expertise: Mentors have investment banking and private equity experience at firms such as Lazard and Goldman Sachs
  • Money-back guarantee: Optional paid offer guarantee, with eligibility and participation requirements
  • Pros vs Financial Edge: Recruiting support and coaching alongside technical courses
  • Cons vs Financial Edge: Much higher cost; admission and guarantee conditions apply

Wall Street Oasis (WSO) is a finance career community that offers a 12-week coaching program called WSO Academy. The program combines self-study courses in areas such as financial modeling, discounted cash flow (DCF), LBOs, and M&A with 1:1 sessions, mock interviews, and access to WSO’s database of more than 30,000 interview questions.

WSO Academy costs $7,000 if you pay upfront, with payment plans available at a higher overall cost. You’ll also get 36 months of support and lifetime access to the course materials.

WSO offers an optional job guarantee for an additional $4,000. However, there are several eligibility and participation requirements you’ll need to meet to qualify, so make sure you read the terms before paying for it.

4.8 Best for a financial modeling and valuation course package

Wall Street Prep

Wall Street Prep is best known for its self-paced courses across a wide range of finance topics, including financial modeling, private equity, and investment banking.

Each course is broken into modules with video lessons, downloadable Excel templates, quizzes, and real-world case studies. You can move at your own pace and revisit materials anytime.

The $499 Premium Package covers financial statement modeling, DCF, M&A modeling, trading comps, and LBO modeling, with lifetime access. Industry-specific courses, such as real estate and project finance, are sold separately.

WSP owns Financial Edge, but the two brands still sell different course packages. WSP’s Premium Package focuses on financial and valuation modeling and gives you lifetime access for a one-time payment. It may suit you if you want to learn those skills and revisit the lessons after your interviews.

Financial Edge’s Felix subscription gives you access to a wider library of finance courses and certifications, so it may be a better fit if you want to study several areas of finance during the year. For private coaching, both brands direct you to the same service.

Read our review of Wall Street Prep to learn more about this platform.

5. Financial Edge FAQs ↑

5.1 Is Financial Edge worth the money?

Yes, if what you need help with is financial modeling. Financial Edge gives you lessons and Excel exercises to work through, followed by assessments to test what you’ve learned.

But if you already know the material and are still not getting offers, you may be better off with a coach. A coach who has hired or interviewed in your target field can explain what they looked for in interviews and help you decide which experience to highlight. 

5.2 Are Financial Edge and Wall Street Prep the same company?

Wall Street Prep acquired Financial Edge in 2025. Financial Edge still sells courses under its name, but the two companies now offer coaching together. That explains why its coaching link opens the Wall Street Prep website.

If you want to learn more about Wall Street Prep’s services, check out our Wall Street Prep review to see if it’s a better fit for you.

5.3 Is a Financial Edge micro-degree a university degree?

No. A micro-degree is a group of Financial Edge courses and assessments for a particular finance role. You earn a training certificate, rather than a university degree. You can add the certificate to your resume or LinkedIn profile to show employers that you’ve completed training in those skills.

5.4 Can I cancel my Felix subscription?

Yes, you can cancel before the renewal date and keep access until the end of the period you’ve already paid for. However, cancelling your subscription won’t refund the current year’s fee if you’ve already accessed the content.

Individual courses come with lifetime access, so there’s no need to worry about annual renewal for those purchases.

6. Conclusion ↑

Financial Edge is a well-reviewed finance training service with self-paced courses and practical modeling exercises. But is it the best option for you? 

If you want technical training and can spend £374.17 for a year of Felix Boost, it’s worth considering. If you already know the material, getting interview feedback from an expert in your field may be more worth your money. 

In that case, choose a coach who has worked in your field and hired at your target company, so you can ask what they looked for in candidates.

If you’re not sure what kind of coaching you need, check out our resources below to find the best option for your goals:

Career coaching

Mock interviews

Interview coaching

If you want to learn more about other job prep services (interview, mentoring, resume review), you can also check out some of our other reviews:

Whichever interview prep platform you choose, we hope you’ll consider IGotAnOffer.

For mock interviews with industry experts, IGotAnOffer is a great choice. You’ll find over 400 interview coaches on our platform, and you can search by industry, role, or company to get the right match for you. You can see our coaches' hourly availability and book your online session in just a few clicks.

Book mock interviews with finance experts to prepare for your finance interviews.