Early careers learning pathway
DNA of the Financial Statements III

  • 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 is a comprehensive program aimed at mastering the technique of building three-statement financial models using a unique layered approach to accounting.

This curriculum is meticulously structured to provide analysts with a deep understanding of how numbers flow through financial statements, encompassing the income statement, balance sheet, and cash flow statement. By focusing on this integral aspect of financial analysis, the pathway ensures that participants develop a robust foundation in accounting principles.

Additionally, it equips them with a dynamic framework, enabling them to construct and adapt their financial analyses effectively. This pathway is not just about learning the mechanics of financial modeling but also about developing a nuanced understanding of the interconnectedness of financial data, essential for making informed investment decisions.

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 ideal for early-career investment analysts and finance professionals seeking to improve their financial modeling and analysis skills. It's particularly valuable for those new to finance or looking to strengthen their foundational knowledge. The course is also suitable for individuals preparing for advanced roles in portfolio management, equity research, and corporate finance, where a deep understanding of financial statements is crucial. It serves as a critical building block for anyone aspiring to excel 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.