The DNA of the Financial Statements
Demystifying terminology

  • Author:
    Geoff Robinson
  • Level: 
    Early to mid-career
  • Study time:
    2-3 hours
Write your awesome label here.

Also available on our Premium subscription plan

Course overview
The realm of financial analysis and valuation is rife with specific terminology and jargon. These terms, while rooted in fairly straightforward concepts, can present hurdles to those who aren't well-versed in the field. The unfamiliarity with this lexicon can lead to misinterpretations and can act as a barrier for many looking to navigate the world of finance. Recognizing this challenge, our video playlist has been curated to shed light on these terms. It offers in-depth explanations, real-world examples, and contextual discussions to provide clarity on some of the most frequently used, yet often misconstrued, terms employed by investment analysts.

What's included?

  • 40+ videos
  • Delivered by Geoff Robinson, ex UBS MD and #1 ranked analyst
  • Accounting from an analysts perspective
  • On-desk application

Who should take this program? 

The DNA of Financial Statements is an invaluable resource for anyone seeking to deepen their understanding of financial analysis. It will equip you to trace and interpret the flow of information within financial statements, an essential skill for sound investment decision-making and robust financial model building. Whether you're an investment analyst, finance professional, or student, this program promises to enhance your marketability and competence in the competitive world of finance.

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
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
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.