Early careers learning pathway
Beyond the basics: Financial modeling

  • Author:
    Geoff Robinson
  • Level: 
    Early to mid-career
  • Study time:
    2-3 hours
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Also available on our Premium subscription plan

Course overview
The "Beyond the Basics: Financial Modeling" learning pathway is meticulously designed for early-career investment analysts aiming to deepen their expertise in financial modeling. This comprehensive course emphasizes the mastery of probabilistic modeling techniques, with a particular focus on sensitivity and scenario analysis, crucial for forecasting and risk assessment. Additionally, the pathway includes a significant component dedicated to visualization techniques.

These are essential for effectively communicating complex financial data and insights. Through a blend of theoretical knowledge and practical applications, this pathway ensures that participants not only understand the core principles of financial modeling but are also skilled in applying them in real-world situations. This makes it an ideal choice for those looking to elevate their capabilities in the dynamic field of investment analysis.

What's included?

  • 40+ videos
  • Delivered by Geoff Robinson, ex UBS MD and #1 ranked analyst
  • Learn to build models like a pro
  • On-desk application

Who should take this program? 

The "Beyond the Basics: Financial Modeling" learning pathway is ideally suited for early-career investment analysts who are looking to expand their skill set beyond foundational knowledge. It is particularly beneficial for those who aspire to specialize in areas of financial forecasting and risk analysis. Professionals who find themselves frequently dealing with complex financial data and require advanced techniques to analyze, interpret, and present this information will find this course invaluable.

Additionally, it's well-suited for individuals in roles that demand a deep understanding of financial modeling, such as financial planners, corporate finance analysts, and portfolio managers. This pathway is a stepping stone for those aiming to advance their careers by gaining proficiency in sophisticated financial analysis tools and techniques.

Why TheInvestmentAnalyst.com?

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 8x 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 TheInvestmentAnalyst.com.