Build models like a #1 ranked analyst
Ten Excel formulas
you should be using

  • Author:
    Geoff Robinson
  • Level: 
    Early to later-career
  • Study time:
    24 hours
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Course overview
"Ten Excel Formulas You Should Be Using" is an essential eBook for investment analysts and financial professionals seeking to enhance their Excel proficiency. This comprehensive guide delves into the most impactful and efficient Excel formulas, including the versatile XLOOKUP, dynamic MIN/MAX combinations, and powerful Logical equations. It also explores the sophisticated realm of data mining using the INDEX function.

Each formula is presented with clear, step-by-step instructions and real-world examples, demonstrating how these tools can be utilized to build cleaner, more transparent financial models. This eBook not only equips readers with technical know-how but also provides insights into the strategic application of these formulas in various investment analysis scenarios, making it an invaluable resource for anyone looking to elevate their analytical capabilities in Excel.

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? 

This eBook is a must-read for investment analysts, financial professionals, and anyone involved in data-driven decision-making. Whether you're a beginner seeking to solidify your Excel foundations or an experienced analyst looking to refine your modeling techniques, "Ten Excel Formulas You Should Be Using" offers valuable insights. It's especially beneficial for those in finance, accounting, or business roles where Excel is a critical tool for analysis, reporting, and strategic decision-making. Students in finance or business-related fields will also find this guide immensely helpful in acquiring practical, industry-relevant Excel skills.


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