Pathways: Advancing your thinking

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    4-5 hours
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Course overview
This advanced learning pathway for experienced investment analysts focuses on elevating cognitive skills and broadening analytical perspectives. It begins with refining mental models and systems thinking, then explores behavioral finance and psychology to deepen understanding of market dynamics. The curriculum integrates multidisciplinary approaches, drawing insights from fields like biology and network theory to enrich market analysis.

Advanced quantitative methods, including machine learning and big data analytics, are covered to enhance data-driven decision-making. Scenario planning and stress testing prepare analysts for various market conditions, while adaptive research methodologies foster continuous learning and refinement of strategies.

The pathway emphasizes effective communication of complex ideas and ethical considerations in investment decisions. It encourages innovation in developing new strategies and exploring alternative assets. Throughout, there's a focus on meta-learning skills, enabling analysts to rapidly acquire new knowledge and adapt to changing market conditions.
This comprehensive approach aims to transform experienced analysts into more nuanced, adaptable, and forward-thinking investment professionals, equipped to navigate the complexities of modern financial markets.

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

What's included?

  • 75+ videos
  • Advanced your analytical thinking as an experienced analyst
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This advanced learning pathway for experienced investment analysts enhances cognitive skills and broadens perspectives. It covers advanced mental models, behavioral finance, and multidisciplinary approaches to markets. The pathway includes cutting-edge quantitative methods, scenario planning, and adaptive research techniques. It emphasizes effective communication, ethical decision-making, and innovation in investment strategies. The pathway also focuses on meta-learning, enabling rapid skill acquisition and adaptability. Overall, it aims to transform analysts into more nuanced, forward-thinking professionals capable of navigating complex, evolving financial landscapes.


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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