Pathways: Fundamental Valuation

  • Author:
    Geoff Robinson
  • Level: 
    Early Careers to Intermediate
  • Study time:
    4-5 hours
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Course overview
This learning pathway on fundamental valuation for early career investment analysts starts with core concepts and financial statement analysis. It then delves into key valuation methods, including discounted cash flow (DCF) and relative valuation techniques. 

Practical application is emphasized through case studies and report writing. The pathway addresses behavioral aspects of valuation and introduces essential tools and resources.

By combining theory with practice, this comprehensive program equips analysts with the skills to perform robust valuations across different scenarios, preparing them for the challenges of modern investment analysis.

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

What's included?

  • 50+ videos
  • Understand what drives fundamental value and how to construct a defendable investment thesis.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This learning pathway is ideal for early career professionals in finance and investment roles, particularly those aiming to specialize in valuation and financial analysis. Recent graduates with degrees in finance, economics, or business who are starting positions as investment analysts, equity researchers, or junior associates in investment banks, asset management firms, or corporate finance departments would benefit most.

The pathway is also suitable for those transitioning from related fields into more valuation-focused roles. While some basic understanding of finance principles is helpful, the pathway is designed to build skills progressively, making it accessible to motivated learners with varying levels of initial expertise. Ultimately, anyone seeking to develop a strong foundation in fundamental valuation techniques and their practical application in investment decision-making would find this pathway valuable.


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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