Pathways: Financial Modeling

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    2-3 hours
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Course overview
This financial modeling pathway is designed to elevate the skills of investment analysts. You'll progress from foundational concepts to advanced techniques, learning to build sophisticated, integrated models that capture the full complexity of a company's financial position.

The course emphasizes the interplay between income statements, balance sheets, and cash flow statements. You'll master forecasting key metrics, incorporating various scenarios, and conducting sensitivity analyses to provide robust investment insights.
Through real-world case studies and hands-on exercises, you'll develop critical thinking skills to interpret model outputs, identify performance drivers, and uncover hidden opportunities or risks. You'll learn to translate complex financial data into clear, actionable investment recommendations.
By the end, you'll be equipped to construct, manipulate, and interpret advanced financial models, providing the deep, nuanced insights that drive strategic investment decisions. This pathway, available in our Premium Plus tier, represents a significant step in your professional development as a top-tier investment analyst.
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 ambitious investment analysts looking to sharpen their financial modeling skills and advance their careers. It's particularly suited for those with a solid foundation in finance and accounting who want to take

 their analytical capabilities to the next level. Whether you're an early-career analyst aiming to stand out in a competitive field, a mid-level professional seeking to enhance your valuation and forecasting abilities, or an experienced analyst looking to update your skills with the latest modeling techniques, this pathway offers valuable insights and practical skills. It's also beneficial for those transitioning into investment analysis from related fields, providing a comprehensive overview of advanced financial modeling practices essential in today's investment landscape.


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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