Expensing Analyst Academy

Two Ways to Cover the Cost of Analyst Academy

Most students choose one of two options: pay on their own and seek reimbursement, or have their employer pay up front. We support both.

Option 1: Pay Now, Get Reimbursed Later

Enroll using your own credit card. After payment, you’ll receive:

  • A detailed receipt for reimbursement

  • Full course access and participation

  • A certificate of completion to submit to HR or your manager after finishing the course

If your company offers a Learning & Development budget, you may be eligible for full reimbursement. Need a custom invoice? Email us at info@fundamentedge.com — we’re happy to help.

Please note: Reimbursement is not guaranteed and is subject to your employer’s policies. Fundamental Edge is not responsible for denied reimbursement requests. We recommend checking with your manager or HR team in advance if you’re unsure.

Option 2: Have Your Employer Pay Up Front

Prefer not to front the cost yourself? We can invoice your company directly or arrange payment via corporate card or wire transfer. Just reach out to us at info@fundamentedge.com to get started — we’ll provide everything your employer needs.

Need Manager Approval?

We make it easy to get your enrollment covered. If your company requires manager approval, below is a ready-to-use email template to help you make the case.

When approaching your manager, don’t just share how the Analyst Academy supports your career — highlight how it directly benefits your team and the company. Think in terms of impact: improved decision-making, faster ramp-up time, sharper investment ideas, and fewer inefficiencies.

Position the course as essential — a tool to help your team stay competitive and avoid falling behind. Managers are more likely to greenlight training that solves real problems, not just something that’s “nice to have.”

Let us know if you need a custom invoice or documentation for reimbursement — we’re here to help.

Use This Email Template to Request Reimbursement

Subject: Request for Reimbursement – Analyst Academy Enrollment

Hi [Manager's Name],

I recently enrolled in the Analyst Academy by Fundamental Edge, a professional development program designed to strengthen investment research, financial modeling, and thesis development — all directly aligned with my role.

The course cost is $4,750, and I’d like to request reimbursement through our Learning & Development or training budget.

Here’s why I believe it’s a worthwhile investment for our team:

  • I’m gaining frameworks used by top-performing hedge funds

  • It will help me generate sharper, higher-conviction investment ideas

  • It reduces time spent revising pitches or ramping up on new sectors

  • I’ll receive a certificate of completion for internal documentation

I’m happy to share the receipt or a custom invoice if needed.
Here’s the course page if you’d like to learn more: https://www.fundamentedge.com/analyst-academy

Thanks for considering,
[Your Name]