What do our clients say about us?
"I can honestly say, this class, is the best class I've taken in my investment career."
US-based Portfolio Manager
"Their initiatives around education are without peer - a really exceptional effort"
EMEA based Portfolio Manager
"Their art of making complex concepts really easy to understand is unmatched. It's an experience which one cannot afford to miss"
APAC based Investment analyst
I have rarely, if ever, worked with someone with their commercial savvy, boundless energy and optimism, and technical knowledge rooted in a pragmatic balancing of theory and practice.
EMEA based Investment Strategist
"There is an almost child-like curiosity and enthusiasm to learn new things, that leads this team to innovate. It's easy to see how they were #1 ranked. "
APAC based Investment analyst
"It's fair to say that the vast majority of what I know today about modeling and valuation came from Geoff"
EMEA based Sell-side analyst
"I was consistently impressed by their grasp of technical concepts and the ability to relay them in a commercial way"
EMEA based Sell-side analyst
"I have attended many of their webinars and the content has been best in class. In addition, They have a wonderful presenting style that brings the content to life in an understandable and entertaining way."
EMEA based portfolio manager
"His patience, knowledge and ability to make complicated things seem simple are unmatched "
european sell-side analyst
"The quality of the training, their style and
approach to the task at hand are one of kind and
their modelling skills are second to none! "
approach to the task at hand are one of kind and
their modelling skills are second to none! "
US-based buy-side analyst
"Simply brilliant"
EMEA Portfolio manager
"I have known Geoff for more than two decades. He taught me as analyst and I couldn't recommend anyone more highly"
Partner at private equity fund
"I can not recommend their courses highly enough. They have saved me hours (probably days), with shortcuts and other tools that I still use today, having attended a modelling course several years ago. The delivery is highly engaging too."
EMEA based Consultancy CFO
"Geoff and team are consummate professionals. They solved some of most challenging issues and not only was their technical skills critical but their attitude and demeanor truly set them apart from others"
US based Head of Research
"Their initiatives around education are without peer -
a really exceptional effort"
a really exceptional effort"
EMEA based Portfolio Manager
"Their depth of knowledge has made them our go-to resource when it comes to developing intellectually robust and consistent approaches to complex valuation and financial modeling issues"
EMEA based buy side Global Head of Research
Who we are
Our investment training consultancy aims to empower professionals in the investment management industry by providing comprehensive and innovative training solutions. Through instructor-led sessions and cutting-edge digital resources, we aim to equip individuals with the knowledge, skills, and tools necessary to excel in their roles and navigate the ever-evolving landscape of investment management.
Empty space, drag to resize
Empty space, drag to resize
We improve our products and advertising by using Microsoft Clarity to see how you use our website.
By using our site, you agree that we and Microsoft can collect and use this data.
Our privacy statement has more details.
By using our site, you agree that we and Microsoft can collect and use this data.
Our privacy statement has more details.
Copyright © 2025