Early careers learning pathway
The fundamentals of 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 learning pathway designed for early-career investment analysts is a comprehensive program focused on mastering the fundamentals of financial modeling and Excel efficiency. This pathway is tailored to equip budding analysts with the skills necessary to excel in a modeling environment. Key components of the program include an in-depth exploration of essential Excel shortcuts, formulas, and techniques that are critical for effective financial analysis.

To enhance the learning experience, the pathway incorporates valuable extracts from our eBook, "How to Build Models Like a #1 Ranked Analyst." These extracts provide practical insights and real-world applications, ensuring that participants not only learn the theoretical aspects of financial modeling but also understand how to apply these skills effectively in their professional roles. This pathway is an invaluable resource for those aiming to excel in the field of investment analysis and build a strong foundation in financial modeling.

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? 

This learning pathway is specifically designed for early-career investment analysts who are keen to deepen their expertise in financial modeling and enhance their proficiency in Excel. It is ideal for professionals who have recently entered the field of investment analysis and are looking to quickly and effectively build a robust skill set in financial modeling.

The course is also suitable for those who may have some experience in financial analysis but wish to refine their Excel skills and learn industry-standard practices. Additionally, it serves as a valuable resource for graduates and individuals planning to transition into investment analysis, providing them with practical knowledge and skills that are crucial for success in this competitive field.

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.