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Download our Investment Analyst Program outline*
Our Investment Analyst Program is a comprehensive course covering key areas such as accounting, analysis, financial modeling, valuation, and investment thesis building. Taught by our acclaimed EMEA Institutional Investor Survey team, ranked #1 nine times, this instructor-led program ensures a deep understanding of investment analytics.
*All program outlines are indicative and will be tailored to attending audiences.
*All program outlines are indicative and will be tailored to attending audiences.
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Download our Experienced Analyst CPD program menu
Download our Experienced Analyst CPD program and go beyond what traditional training companies are capable of delivering for you. Covering:
Forensic Accounting
Investment Thesis Building
PVGO Analysis
How to Value Disruptive Companies
Turning your fundamental models into investment return tools
Revolutionizing your data analytics with Dynamic Arrays
Data Visualization techniques for Investment Analysts
Forensic Accounting
Investment Thesis Building
PVGO Analysis
How to Value Disruptive Companies
Turning your fundamental models into investment return tools
Revolutionizing your data analytics with Dynamic Arrays
Data Visualization techniques for Investment Analysts
Interview tips and strategies from the Inside
Get free access to Stand Out from the Crowd, published by TheInvestmentAnalyst.com. This isn’t just another interview prep manual written by outsiders. It’s authored by Geoff Robinson, a former UBS Managing Director and seasoned interviewer who regularly assessed candidates entering the bank.
This book provides exclusive insights into what interviewers are really looking for and the reasoning behind their questions—helping you stand out in the competitive finance job market.
Simply create a free account with us to get your copy!
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Financial Modeling Mastery for investment analysts
Free global shipping
Master the art of financial modeling through the lens of real-world investment analysis
"Financial Modeling Mastery for Investment Analysts” is more than just another financial modeling guide—it's a masterclass in analytical thinking. Drawing from his decades of experience as a top-ranked analyst, Geoff seamlessly weaves technical expertise with real-world applications, creating an essential playbook for modern investment professionals."
Guy Weyns PhD,
Sell-side equity analyst
Former Wall Street Managing Director
In "Financial Modeling Mastery for Investment Analysts," former UBS Managing Director and 10-time #1 ranked EMEA analyst Geoff Robinson bridges the critical gap between technical modeling skills and practical investment analysis. As one of only 7 Masters of Financial Modeling, Geoff draws from decades of experience at the highest levels of institutional finance. Geoff transforms conventional financial modeling approaches with battle-tested insights that can only come from running a number-one ranked analyst franchise.
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"Master Excel shortcuts: skyrocket your speed & boost efficiency! Work smarter, not harder. 🚀📊 #ExcelMastery"
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Join our podcast audience: Unlocking the Upside from theinvestmentanalyst.com
"Master Excel shortcuts: skyrocket your speed & boost efficiency! Work smarter, not harder. 🚀📊 #ExcelMastery"
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E-mail
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Who we are
Our investment training consultancy aims to empower professionals in the investment management industry by providing comprehensive and innovative training solutions. Through instructor-led sessions and cutting-edge digital resources, we aim to equip individuals with the knowledge, skills, and tools necessary to excel in their roles and navigate the ever-evolving landscape of investment management.
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