Build models like a #1 ranked analyst
Excel tips your competition doesn't know

  • Author:
    Geoff Robinson
  • Level: 
    Early to later-career
  • Study time:
    24 hours
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Course overview
"Ten Excel Tips Your Competition Doesn't Know" is an indispensable e-book for investment analysts seeking to elevate their financial modeling skills. This comprehensive guide delves into a carefully curated selection of Excel techniques, many of which remain underutilized in the competitive field of financial analysis.

Tailored specifically for professionals in investment analysis, each chapter unveils unique tips and tricks, ranging from advanced formulae to data visualization strategies, that are designed to streamline workflow, enhance accuracy, and provide deeper insights into financial data.

Whether you're a seasoned analyst or just starting out, this e-book promises to equip you with lesser-known Excel functionalities that will give you an edge over your competitors, enabling you to make more informed, data-driven decisions in the fast-paced 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? 

This e-book is ideal for investment analysts at any stage of their career who are eager to sharpen their financial modeling skills using Excel. It is particularly beneficial for professionals looking to gain a competitive edge in their field by mastering advanced Excel techniques that are not commonly known or utilized. The content is also highly relevant for finance students and aspiring analysts, as it offers practical, real-world applications of Excel that are crucial in modern financial analysis.

Additionally, seasoned analysts seeking to update their skillset and stay abreast of innovative Excel functionalities will find this e-book to be a valuable resource. In essence, anyone involved in financial modeling and analysis, who wishes to enhance their efficiency, accuracy, and analytical depth through Excel, should consider this e-book a must-read.


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