Pathways: Data Visualization

  • Author:
    Geoff Robinson
  • Level: 
    Beginner to advanced
  • Study time:
    5-6 hours
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Course overview
This data visualization learning pathway is tailored for investment analysts, focusing on transforming financial data into impactful visual insights. You'll progress from basic visualization principles to advanced techniques specific to financial analysis.

The learning pathway covers selecting appropriate chart types, creating interactive dashboards, and using industry-standard tools to visualize key financial metrics and market trends. By the end, you'll be able to craft compelling visual narratives from complex financial data, enhancing your ability to communicate insights and influence decision-making. This essential skillset will set you apart in the modern investment landscape. 

Available as part of our Premium Plus subscription tiers.

What's included?

  • 50+ videos
  • Learn how the brain interprets and visualizes data and the tricks of the trade to help you become better visualizers of data
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This learning pathway is designed for investment professionals seeking to enhance their data visualization skills. It's ideal for analysts who regularly work with complex financial datasets and need to communicate insights effectively. Early-career analysts will build a strong foundation, while experienced professionals can modernize their skillset. Financial advisors and portfolio managers will also benefit. Participants should understand basic financial concepts, but prior visualization experience isn't necessary. This pathway is perfect for those aiming to present financial analysis more compellingly and gain a competitive edge in the investment sector.


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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