Pathways: Accounting and Analysis

  • Author:
    Geoff Robinson
  • Level: 
    Early Careers
  • Study time:
    5-6 hours
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Course overview
This learning pathway is tailored for early-career investment analysts, focusing on building a strong foundation in accounting and financial statement analysis. You'll begin with core accounting principles and progress to advanced topics in financial reporting.

The pathway emphasizes the integration and flow of financial statements, teaching you how different accounting entries impact balance sheets, income statements, and cash flow statements.

You'll develop skills in interpreting financial data, identifying key performance metrics, and conducting comprehensive financial analysis. Through practical exercises and case studies, you'll learn to uncover insights from financial reports, assess company performance, and identify potential red flags.

By the end of this pathway, you'll be equipped to critically examine financial statements and provide informed analytical insights, essential skills for any investment analyst. If you'd like more information on specific accounting concepts or analytical techniques covered, please let me know.Available as part of our Premium Plus subscription tier.

Available as part of our Premium Plus subscription tier.

What's included?

  • 50+  videos
  • Over 1,000 self-assessment questions and a graded exams
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This learning pathway is ideal for early-career investment analysts who are looking to establish a robust foundation in accounting and financial statement analysis. It's particularly well-suited for individuals who have a basic understanding of finance but need to deepen their knowledge of accounting principles and their application in investment analysis.

The pathway is designed to bridge the gap between theoretical knowledge and practical application, making it valuable for recent graduates entering the field of investment analysis or professionals transitioning into this role from related areas. Anyone aspiring to roles that require in-depth financial analysis, such as equity research analysts, credit analysts, or corporate finance professionals, would benefit significantly from this comprehensive program. However, it's worth noting that this pathway is part of a Premium Plus subscription tier, indicating that it's best for those who are seriously committed to advancing their career in financial analysis and are willing to invest in their professional development.


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 
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