How we think about
best practice financial modeling

  • Author:
    Geoff Robinson
  • Level: 
    All levels
  • Study time:
    1-2 hours
Write your awesome label here.
Course overview
Welcome to our video playlist, "How We Think About Best Practice Financial Modeling." In the world of finance, Excel reigns supreme as the go-to tool for financial modeling. Its capabilities have grown exponentially, more so in the recent years than at any other time in the past three decades. However, with great power comes great responsibility—and potential risks. The rapid pace of sophistication in Excel necessitates a robust framework of best practices. These practices are not just recommendations; they are essential strategies to mitigate risks, ensure accuracy, and maintain efficiency in financial modeling. Through this playlist, we will unveil our comprehensive framework, designed to guide both novice and experienced financial modelers in navigating the complexities of Excel with confidence and precision. Join us as we explore the pillars of best practice financial modeling, setting the standard for excellence in the field.

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

What's included?

  • 5 videos
  • This is how we manage our model risk
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is designed for anyone interested in financial modeling, from beginners to experienced professionals seeking to update their skills with Excel's latest features. It's ideal for students, analysts, entrepreneurs, and investment experts who want to improve their decision-making and data presentation capabilities. By tuning in, viewers will gain insights into navigating Excel's complexities, mitigating risks, and enhancing the efficiency and clarity of their financial models. Whether you're looking to sharpen your analytical skills or secure a competitive edge in the finance industry, this series offers the essential framework to excel in financial modeling.

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 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. 
Empty space, drag to resize

Ryan Sterling

Thought leader, AI instructor, , financial influencer, 
ABOUT Ryan
Meet Ryan, our AI avatar at TheInvestmentAnalyst.com, a fusion of tech and human expertise. Crafted by Colossyan and mentored by our founder Geoff Robinson, Ryan embodies decades of experience. With Geoff's UBS background and 25+ years of teaching, Ryan delivers clear, engaging insights on digital assets. Fluent in 70+ languages, he breaks barriers for a global audience, offering expert guidance in the digital asset world.