Build models like a #1 ranked analyst
Failure to
plan and you know what happens:
Initial model
design and planning

  • Author:
    Geoff Robinson
  • Level: 
    Early to later-career
  • Study time:
    24 hours
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Course overview
"Failure to Plan and You Know What Happens: Initial Model Design and Planning" is an essential eBook tailored for investment analysts who are keen on honing their financial modeling skills. This comprehensive guide begins by emphasizing the critical importance of meticulous planning in the creation of robust financial models, underscoring the adage that failure to plan is, indeed, planning to fail. It offers a step-by-step approach to designing initial models, ensuring that readers are equipped with the knowledge to avoid common pitfalls.

 The eBook delves into best practices for structuring models, selecting appropriate data, and setting clear objectives. It also includes practical tips and real-world examples, making it an invaluable resource for analysts at all levels seeking to enhance their analytical capabilities and precision in the dynamic world of finance.

What's included?

  • Full eBook extract from the Build models like a #1 ranked analyst eBook series
  • Written by Geoff Robinson, 9x #1 ranked analyst EMEA Institutional Investor Survey
  • Analyst-curated content
  • Embedded video
  • Downloadable models

Who should attend? 

"Failure to Plan and You Know What Happens: Initial Model Design and Planning" is a must-read for a wide range of professionals in the finance sector, particularly investment analysts at the early or intermediate stages of their career. It's also highly beneficial for experienced analysts looking to refine their modeling techniques and for students in finance or related fields seeking a practical understanding of financial modeling.

Additionally, this eBook serves as a valuable resource for project managers, business strategists, and financial consultants who rely on accurate financial models for decision-making and strategy formulation. Its clear, structured approach makes it accessible to anyone interested in mastering the art and science of financial modeling.


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