how to guides

  • Author:
    Geoff Robinson
  • Level: 
    All levels
  • Study time:
    2-3 hours
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Course overview
Unleash the full potential of your financial models with's revolutionary how-to guides! No more wading through mountains of text or deciphering cryptic code. These visually-driven guides walk you, step-by-step, through the process of building powerful functionalities into your models. Gain the clarity and confidence you need to tackle complex tasks, from data manipulation to advanced calculations, all presented in an intuitive and easy-to-follow format. Supercharge your analytical toolkit and unlock valuable insights with's essential how-to guides – your visual roadmap to financial modeling mastery.

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

What's included?

  • Visualized How to guides from
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Stuck in text-heavy guides and cryptic code?'s how-to guides are your visual lifesavers! Whether you're a seasoned analyst or just starting out, these step-by-step walkthroughs cater to all levels, making even complex functionalities clear and approachable. Learn by seeing, not just reading, as these guides empower you to build powerful models and expand your skillset. Save time, ditch the frustration, and unlock your financial modeling potential – visually!


 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 
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Ryan Sterling

Thought leader, AI instructor, , financial influencer, 
Meet Ryan, our AI avatar at, a fusion of tech and human expertise. Crafted by Colossyan and mentored by our founder Geoff Robinson, Ryan embodies decades of experience. With Geoff's UBS background and 25+ years of teaching, Ryan delivers clear, engaging insights on digital assets. Fluent in 70+ languages, he breaks barriers for a global audience, offering expert guidance in the digital asset world.