Early careers learning pathway
DNA of the Financial Statements II

  • 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 learning pathway designed for early-career investment analysts aims to equip them with a comprehensive understanding of fundamental concepts crucial in the finance industry. This program delves into the intricacies of cash flow analysis, a cornerstone in assessing the financial health and potential of investments.

Participants will gain insights into the mechanisms of cash inflows and outflows, and how these affect a company's financial position. Additionally, the course emphasizes the importance of metric ownership, teaching analysts how to accurately track and interpret key financial metrics to make informed decisions. An essential component of this pathway is the mastery of financial terminology, ensuring that participants are well-versed in the language of finance, which is vital for effective communication and analysis in the field.

This well-rounded approach is designed to provide early-career investment analysts with the skills and knowledge needed to excel in their roles and contribute significantly to their organizations.

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? 

This learning pathway is tailored for early-career investment analysts, finance graduates, and professionals transitioning into finance. It's particularly beneficial for those seeking a foundational understanding of cash flow analysis, metric ownership, and financial terminology. Junior analysts, accountants, and business analysts looking to move into investment analysis or enhance their financial skill set will find this program highly valuable. It's also ideal for those aiming for career growth in the finance sector.

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.