How to set up a workbook fit for
financial modeling

  • Author:
    Geoff Robinson
  • Level: 
    All
  • Study time:
    2-3 hours
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Course overview
Elevate your financial modeling skills with our comprehensive video series. From initial planning to polished presentation, we'll guide you through creating professional-grade models that drive business decisions. Learn to structure your workbooks efficiently, maintain consistency, and master essential techniques for dates and formatting. Whether you're new to modeling or looking to refine your expertise, this playlist will transform your ability to build clear, insightful financial projections. Start your journey to financial modeling mastery today.

Available as part of our Premium and Premium Plus subscription tiers.

What's included?

  • 15+ videos
  • How do you start the process of building a financial model - what does model setup look like?
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This video series is perfect for anyone working with financial data or business planning. Whether you're a finance professional, analyst, entrepreneur, or student, you'll learn essential skills to create clear, effective financial models. Beginners will build a strong foundation, while experienced modelers can refine their techniques. If you want to improve your ability to forecast, analyze, and present financial information, this playlist is for you.

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 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 TheInvestmentAnalyst.com. 
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