Build models like a #1 ranked analyst
Sharp formatting with styles in Excel

  • Author:
    Geoff Robinson
  • Level: 
    Early to later-career
  • Study time:
    24 hours
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Course overview
"Sharp Formatting with Styles in Excel" is a comprehensive eBook designed for investment analysts who seek to elevate their financial modeling skills. This resource delves into the nuances of Excel formatting, emphasizing the use of styles to create cleaner and more transparent financial models.

The eBook guides analysts through a journey of mastering Excel's styling features, demonstrating how effective formatting can not only enhance the readability of models but also improve their accuracy and efficiency. It covers essential topics such as conditional formatting, custom styles, and best practices for maintaining consistency across complex financial models.

This guide is an invaluable tool for analysts aiming to present data in a more polished and professional manner, ultimately aiding in better decision-making and clearer communication of financial insights.

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? 

"Sharp Formatting with Styles in Excel" is ideally suited for investment analysts, financial professionals, and anyone involved in financial modeling and data analysis. This eBook is particularly beneficial for those looking to refine their Excel skills for presenting complex financial data clearly and effectively.

It's also a valuable resource for students and aspiring analysts who are keen on building a strong foundation in Excel formatting techniques. Additionally, business professionals across various sectors who rely on Excel for data analysis and reporting will find this guide instrumental in enhancing their presentation and data visualization skills. By mastering the art of Excel styling, readers can significantly improve the clarity and impact of their financial models and analyses.


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