Early careers learning pathway
DNA of the Financial Statements

  • Author:
    Geoff Robinson
  • Level: 
    Early to mid-career
  • Study time:
    2-3 hours
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Also available on our Premium subscription plan

Course overview
Welcome to our comprehensive learning pathway, specifically tailored for early-career investment analysts. This program delves deep into the DNA of financial statements, offering an insightful exploration into how the numbers intricately work together. As you progress, you will gain a thorough understanding of the core components of financial statements — income statements, balance sheets, and cash flow statements.

Through a blend of theoretical knowledge and practical case studies, you will learn to interpret and analyze these financial documents, uncovering the story they tell about a company's health and prospects.

This pathway is not just about learning to read numbers; it's about understanding the language of finance, enabling you to make informed investment decisions and provide astute financial advice. Whether you're just starting out or looking to solidify your foundation in financial analysis, this journey will equip you with the essential tools and insights needed to excel in the dynamic world of investment analysis

What's included?

  • 40+ videos
  • Delivered by Geoff Robinson, ex UBS MD and #1 ranked analyst
  • Accounting from an analysts perspective
  • On-desk application

Who should take this program? 

This learning pathway is specifically designed for early-career investment analysts, finance graduates, and professionals transitioning into finance roles. It's also highly beneficial for entrepreneurs seeking a better grasp of financial statements. Ideal for those preparing for advanced financial certifications, this course provides a solid foundation in financial statement analysis and is well-suited for anyone aiming to excel in financial analysis and investment decision-making.

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

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 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.