Build models like a #1 ranked analyst
Build model that always balances:
A layered approach to three statement modeling

  • Author:
    Geoff Robinson
  • Level: 
    Early to later-career
  • Study time:
    24 hours
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Course overview
"Build Model That Always Balances: A Layered Approach to Three Statement Modeling" is an invaluable eBook designed specifically for investment analysts seeking to enhance their financial modeling skills.

This comprehensive guide delves into the intricate world of three-statement modeling, a crucial tool in financial analysis and forecasting. It offers a step-by-step approach, starting from the basics of income statement, balance sheet, and cash flow statement, and progresses to more complex aspects such as integrating these statements to ensure they always balance.

This eBook emphasizes a layered approach, making it easy for readers to build on their existing knowledge while learning new techniques. It includes practical examples, tips for troubleshooting common issues, and advanced methodologies to refine and optimize financial models. This resource aims to equip investment analysts with the skills needed to construct robust, error-free financial models that are essential in making informed investment decisions.

What's included?

  • Full eBook extract from the Build models like a #1 ranked analyst eBook series
  • Written by Geoff Robinson, 9x #1 ranked analyst EMEA Institutional Investor Survey
  • Analyst-curated content
  • Embedded video
  • Downloadable models

Who should attend? 

"Build Model That Always Balances: A Layered Approach to Three Statement Modeling" is ideally suited for investment analysts, financial advisors, and corporate finance professionals seeking to enhance their financial modeling skills. Early and mid-career finance professionals, MBA students, and finance educators will find it particularly valuable. The book is also a great resource for entrepreneurs and business owners who wish to understand and manage their finances better. Its practical approach makes it a must-read for anyone aiming to master the art of building robust and effective financial models for informed decision-making.


We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

Geoff Robinson

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to