Investment analyst training by Geoff Robinson

By the time it’s obvious, it’s priced in.

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  • 10× No.1 ranked analyst
  • 600+ courses and programs
  • 20,000+ assessment questions
  • 25,000+ analysts trained in person by Geoff Robinson
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#1
Ranked analyst
25,000+
Analysts trained in person by Geoff Robinson
600+
Courses and programs
14
Languages supported
14-day
Free trial, no card needed

Everything an ambitious analyst needs. In one place.

A personalized education system built for the desk by a 10× No.1 ranked analyst. It learns your strengths and gaps, and shapes every step around you.

  1. Ava, your AI coach

    Ask anything. Get an expert answer.

    By voice or text, in 90+ languages. She knows your courses and your scores, and coaches you on your next step.

  2. Semantic search

    Search by concept, not keyword.

    Instant results take you to the exact resource.

  3. Structured pathways

    A clear climb, from analyst to MD.

    A path shaped by your role, your goal and your level, that picks up exactly where you left off.

  4. Picked for you

    600+ courses and programs. Matched to you.

    It weighs your strengths and gaps, then picks what to learn next, at your level.

  5. Multilingual video lessons

    Learn in your own language.

    World-class lessons, many published in up to 14 languages.

  6. The Investment Analyst app

    Start on your laptop. Carry on on your tablet. Finish on the train.

    The full platform on iOS and Android, with your progress on every screen.

Built to take you further, faster.

  • 10×No.1 ranked analyst
  • 600+courses and programs
  • 20,000+assessment questions
  • Up to 14languages for video lessons
  • 90+languages Ava speaks
  • 25,000+analysts trained in person by Geoff Robinson
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Most investment analysts
are leaving money on the table

The skills that separate top-ranked analysts from everyone else are rarely taught anywhere.

No real-world practice

Textbook knowledge rarely translates. Working analysts need situation-specific frameworks, not theory.

No time for long courses 

High-performing teams need to learn fast, in context - not spend months on programmes that don't fit the job.

No clear progression

YouTube, Reddit, seminars. None of it is structured to build a complete analyst skill set.

Ava, our AI Coach

Not a
Library.
A Mentor.

Now you have Ava

  • 70+ languages
  • Trained on our knowledge base
  • 600+ courses and programs
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What our learners say

Rated five stars by the people learning with us.

  • 5.0 on the App Store
  • 5.0 on Google Play

  • Makes studying so much easier

    TheInvestmentAnalyst.com has seriously improved the way I study. As a uni student, I often struggle with grasping complex concepts, but this app simplifies everything without dumbing it down. The content is clear, well-structured, and actually helps you understand the why behind things, not just memorise facts. I love how it breaks topics into bite-sized, visual explanations that stick. It’s perfect for quick revision or deep learning, whatever you need. Honestly, if you want to study smarter and save time, this app is a no-brainer.

    Aniishaaa

  • Valuable resources from finance expert

    I've been using the app from TheInvestmentAnalyst.com as a finance student, and I have to say - it's seriously impressive. What makes it stand out is how it brings real institutional investing knowledge straight to your phone in such an engaging way. Geoff and his team have created something special here. The way they break down complex investment concepts through micro-videos and interactive content just clicks differently compared to dry textbooks. I especially appreciate how they teach the actual research frameworks used by professionals - it's giving me skills my classes don't always cover. For any student looking to get ahead or professional wanting to sharpen their analysis, this app feels like having a secret weapon. The production quality is top-notch, and you can tell everything comes from real-world experience rather than just academic theory. Five stars from me - this is exactly the kind of practical learning tool I've been looking for

    Phan Dao Anh Tu

  • Super intuitive app for creating financial models. I love how Geoff walks you through cash flow, P&L, and balance sheet projections effortlessly. The built-in courses are a game-changer: learn as you build, step by step. Perfect for anyone trying to break into finance.

    smit jain

  • A must have app for anyone aspiring to be an Investment Analyst. Has detailed information on accounting, building financial models and and real-world financial skills through videos, books and lessons. The app is well designed and has a lot of practical value.

    Karan Gill

  • The best IB learning tool

    TheInvestmentAnalyst.com is the by far the best learning tool I’ve used for financial modelling. If you are aspiring to a career in investment banking, this is the best platform to prepare for interviews and the workplace!

    Finbar Tellwright

  • Highly recommended

    This app is a must-have for anyone serious about mastering investment analysis. I love the blend of videos, case studies, and interactive tools, it makes the learning process both effective and engaging.

    Shadi_03

  • this app is a top-tier finance learning app with blending theory real-world insights. With DCF, LBO, and M&A modules, Excel models, and market updates, it helps users build practical skills. The expert sessions, and structured content make it perfect for students and early professionals aiming to master investment concepts and model with clear efficiency and ease.

    Pramod Nayak Umananda

  • Mr Geoff Robinson is an amazing instructor and the app that he has designed is really a benchmark for the technical analysis segment.

    Ayushmaan Kar

  • Wow what an App! Geoff you are a Legend!

    What an app - have loved using it. It was insightful, engaging and mildly humorous at points. It has greatly improved my accounting knowledge and allowed me to transition seamlessly into my new job. Geoff is also a great instructor carefully building up your knowledge!

    Nickgeorge2000

  • Graduate

    Super helpful app, especially for a recent graduate joining the asset management industry. Incredibly engaging - haven’t found anything like this elsewhere on the market.

    Grad!!

  • Geoff explains financial modelling and valuation with great clarity. The app offers high-quality content from a true industry professional that’s easy to follow and apply.

    Bhanu Uday Sharma

  • Best one

    The app is user-friendly, with an intuitive interface for smooth navigation. The featured articles and industry perspectives help build financial knowledge and deepen understanding of key concepts and trends. It helped me build foundational financial knowledge.

    MANNI2401£

  • Very easy to use!

    Very easy to use! Loved it

    Durham Grad

  • Great App!

    Geoff taught me everything I know about finance!

    Techno whizz

  • it's a fantastic app for aspiring investment analysts. It combines clear, hands-on financial modeling tutorials with real-world case studies, making complex concepts easy to grasp. The user-friendly interface and structured lessons help build skills in valuation, forecasting, and Excel modeling. Perfect for students and professionals looking to level up their investment analysis capabilities. Highly recommended!

    Tej

  • Insightful and Practical

    I found TheInvestmentAnalyst.com to be one of the most practical and engaging apps available for all finance leaner. It does an outstanding job of breaking down complex financial modelling techniques into clear, structured steps, making it accessible even for those with limited prior experience.

    NOCCONE

  • A Must-Have for Aspiring Finance Professionals!

    TheInvestmentAnalyst.com is hands-down one of the best apps out there for anyone serious about learning investment and finance. The content is incredibly well-structured, practical, and designed by actual experts who know what they're doing. From AI-driven transcripts and podcasts to gamified lessons and real-world case studies, it’s got everything you need to build real skills, not just theory. Whether you’re prepping for a finance career, enhancing your valuation knowledge, or just curious about investing, this app delivers. Can’t recommend it enough. It’s like having a mini MBA in your pocket!

    Komal138

  • One stop shop for finance

    Can’t recommend TheInvestmentAnalyst.com enough. If you are looking for great quality content to help you grasp those tricky concepts or a complete beginner, TheInvestmentAnalyst.com is the place to be.

    JDBolton

  • If you and aspiring investment analyst it is a must use app. The short, focused video bites and interactive modules make practising on the go easy.

    Joel Dsouza

  • TheInvestmentAnalyst.com = Incredible

    Fantastic app for anyone whose buzzing to learn more about investing, modelling and everything in between.

    Ned89!

  • Such a incredible platform

    TheInvestmentAnalyst.com platform provides a variety of skills such as financial models and financial analysis. It is a great learning platform for those who want to work in investment banks or private equity funds. It is really great.

    MMaxCai

  • The best platform

    Scores better than the other platforms I have used for difficulties ranging from beginner and upwards.

    1luvJ

  • This app contains an excellent and deep wealth of knowledge. The content is engaging and highly useful in developing your career at any level of experience.

    Will Potter

Recognized by the industry

Award-winning training, built for the desk.

  • 2 wins
  • 1 finalist
  • 10× No.1 ranked analyst

  • Most Innovative Financial EdTech Platform

    Acquisition International World Finance Awards

    TheInvestmentAnalyst.com

  • Most Innovative Investment Training Provider

    BFSI Insider Awards

    TheInvestmentAnalyst.com

  • Global Voices

    Synthesia AI Video Awards

    Geoff Robinson

As featured in

  • Forbes
  • Business Insider
  • Entrepreneur
  • Finextra
  • BusinessCloud
  • CEO Weekly
  • UK Tech News
  • Global Banking & Finance Review
  • Acquisition International
  • Finance Derivative
  • The Business Tycoon
  • The Education View
  • BusinessCloud‘Investing is not speculation’: Meet man democratising financial literacy

    BusinessCloud profiles Geoff Robinson’s move from Managing Director at UBS, where he was global head of fundamental analytics and built the bank’s Research Academy, to founding TheInvestmentAnalyst.com.

    He sets out the difference between investing and speculating, why learners should look hard at who they learn from, and why the platform works at the edge of new technology, from digital avatars to AI.

    “True investing isn’t about following trends or making quick trades based on social media hype. It’s a disciplined process that involves analysing an asset’s intrinsic value and comparing it to its market price.”
    “With the abundance of information available online, including AI-generated content and social media videos, it’s critical to be discerning about your sources.”
  • FinextraFormer UBS investment analyst unveils voice-cloned AI education tool

    Finextra reports on the educational app launched by Geoff Robinson, a former UBS investment analyst. It pairs a digitally cloned version of his voice with AI, so self-directed investors can lean on his experience whenever they need it.

  • UK Tech NewsTheInvestmentAnalyst.com set to become leading edtech for investment sector following surge in user demand

    UK Tech News covers TheInvestmentAnalyst.com’s growth as a resource for training aspiring and experienced analysts and investors, with an emphasis on practical application and continuous learning.

    The platform is used by investment firms, including Fidelity, to develop their staff, and by universities such as Imperial College London to help students into the industry.

    “I founded TheInvestmentAnalyst.com with a clear vision to democratise access to real-world market expertise and to empower the next generation of analysts and investors through elite-level knowledge and cutting-edge educational technology.”
  • Acquisition InternationalHow To Become a Top-Ranked Analyst: Insights from Geoff Robinson

    Acquisition International’s feature traces Geoff’s path from chartered accountant at Price Waterhouse, through building and selling a training business, to setting up Fundamental Analytics at UBS as a greenfield startup and leading it to 10× No.1 in the Institutional Investor survey.

    He sets out what it took: technical and soft skills, an unwavering work ethic, the most efficient workflow he could build, a constructive paranoia and the ability to find calm. He also covers working through a big bank’s bureaucracy to build UBS’s Research Academy, building a team that had each other’s backs, and why generative AI is the next frontier for analysis.

    “You’ve got to be a marketer, a presenter, a talker, and sometimes even a philosopher.”
    “If you’re trying to stay ahead of the market, and the market is pretty efficient, very effective, and full of very good people, you’ve got to be good, dedicated, and obsessed to find that level of success.”
  • Entrepreneur UKInvestment Insights for the Next Generation

    In this interview Geoff explains why he started TheInvestmentAnalyst.com: training had become commoditized, good at producing first-level thinkers who know things, but not the second-level thinkers who stand out.

    He sets out the qualities the next generation of analysts needs, the biggest misconceptions young investors hold, how to stand out when applying for roles, and the advice he would give his younger self: celebrate the little wins.

    “One of the young investors’ biggest misconceptions about the industry is that investing is easy, and anyone can do it. This couldn’t be further from the truth.”
    “Carving out 15 minutes several times a week to learn something new can make an exponential difference over a year.”
  • Entrepreneur UKFrom Banking to EdTech: Ten Tips for Agile Entrepreneurs for 2025

    Geoff’s own column for Entrepreneur draws on his move from investment banking to building an EdTech business. His argument: success comes from learning and adjusting faster than the competition.

    He sets out ten habits behind that, from matching your work to your natural rhythm and using AI to amplify your own voice, to running fast experiments and building systems so the business doesn’t need you for every decision.

    “Your background is competitive advantage, not simply history.”
    “The agile defines the future, not only the wise.”
  • Finance DerivativeThe Crucial Role of Continuous Learning in Shaping Market Efficiency and Effectiveness in Finance

    Geoff argues that an efficient market is not always an effective one: prices can move quickly on a flawed reading of the news.

    Using Intel’s writedown as an example of a market that read the numbers well, he makes the case for continuous learning and second-level thinking as the way analysts and investors separate the signal from the noise.

    “Far too many analysts and investors believe they are the finished packages, yet I see these same analysts and investors also making too many mistakes in executing their work.”
  • ForbesWhat Drives Geoff Robinson’s Success In Shaping Modern Financial Analysis

    Forbes looks at what has driven Geoff’s career: a methodical approach to fundamental analysis that pairs rigorous technical modeling with a practical understanding of markets.

    It covers his years as managing director and global head of fundamental analytics at UBS, his recognition by the Financial Modelling Institute as a master financial modeler, the two financial training businesses he built and sold, his fellowship of Durham University Business School, and TheInvestmentAnalyst.com, recognized by EdTech awards in 2025.

  • CEO WeeklyHow Geoff Robinson’s Pattern Recognition Transformed Market Predictions

    CEO Weekly traces how Geoff’s eye for patterns, and an analytical framework built on scenario testing and real-world application rather than theory, carried him from sell-side equity research to the head of fundamental analytics at UBS, and then into financial education.

    It covers his recognition as a master financial modeler, the training businesses he built and sold, his fellowship of Durham University Business School, and the teaching behind TheInvestmentAnalyst.com: scenario-based learning that helps analysts stress-test assumptions and read market signals.

    “I founded theinvestmentanalyst.com to democratize this elite-level education, delivering practical, forward-thinking investment insights to the next generation.”
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