What is theinvestmentanalyst.com?

Why?

At theinvestmentanalyst.com, we believe in the transformative power of knowledge and its ability to reshape the financial landscape. Our purpose is to democratize access to elite-level investment insights, bridging the gap between theoretical understanding and real-world market expertise.

We're driven by the conviction that better-educated investors create a more efficient, ethical, and prosperous financial ecosystem for all. Our mission is to empower the current and next generation of analysts and investors, fostering a culture of continuous learning and critical thinking that elevates the entire investment industry.

How?

We achieve our mission by leveraging a unique combination of validated market experience and cutting-edge educational technology. Our platform is built on the expertise of Geoff Robinson, an ex-UBS Managing Director and ten-time number-one ranked analyst, ensuring that our content reflects current market issues and practical insights.

We utilize state-of-the-art EdTech to deliver this knowledge in engaging, accessible formats across multiple languages and platforms. Our approach goes beyond traditional textbook learning, encouraging lateral thinking and the application of dynamic frameworks that respond to the complexities of modern markets. We foster a community of learners, facilitating peer-to-peer knowledge exchange and professional growth.

What?

theinvestmentanalyst.com offers a comprehensive, state-of-the-art investment education platform. Our offerings include on-demand access to expert-curated content across various investment disciplines, delivered through user-friendly iOS and Android apps and a website fully compatible with learning accessibility standards.

We provide practical, desk-relevant training that goes beyond theoretical knowledge, offering insights directly applicable to real-world market scenarios.

Our platform features a collaborative community for peer learning, multi-language content to break down geographical barriers, and a curriculum designed to develop not just technical skills, but also critical thinking and adaptive learning habits. Through theinvestmentanalyst.com, we deliver the tools, knowledge, and skills necessary for analysts and investors to excel in the complex, adaptive world of financial markets.

How do I create a new account?

Welcome to TheInvestmentAnalyst.com. To log in, you have to create a new account.
There are two ways to accomplish this:

The first one is to simply connect with one of your social network accounts.
It's the easiest way by far since you don’t need to remember yet another password.
To log in, simply click on the button corresponding to the social network you prefer to use and follow the process. You will be asked to confirm your email address, so make sure that you enter a valid email address.
The second option for creating a new account is using your email.
Click on the Create Account link that can be found in the login form.
Fill out the simple registration form with your name, email and desired password and click on the Start your learning journey button. Or you can use the social sign up options.
That’s it, you may now access TheInvestmentAnalyst.com and browse through the available programs.

How do I log into TheInvestmentAnalyst.com with an existing account?

If you've used a social account (Facebook, Twitter, Linkedin, Google) to register to TheInvestmentAnalyst.com then all you need to do is click on the respective button in the Login form.
If you've used your email to register for TheInvestmentAnalyst.com then simply fill out your e-mail and password in the login form and click Login.
That's it, you can browse through our program catalog!

How do I log out from TheInvestmentAnalyst.com?

If you want to log out from TheInvestmentAnalyst.com simply click the Sign out option that can be found at the top-right menu.

What do I do if I have forgotten my password?

First of all make sure that the combination of email and password you tried is correct (for security reasons, our error message doesn't explicitly reference whether you made a mistake in your email or password). This is deliberately so to make it harder for malicious individuals to guess any account details.

If you are still havingproblems,s it might that have forgotten your password. In this case you can simply ask for a new one to be sent out to you. Click on the Forgot your password? link located in the top menu bar.
Type the email that corresponds to your account and click Send. An email will be sent to you with a link for setting a new password for your account. If you don’t see the email appearing in your Inbox, make sure to also check the spam folder as it may have been accidentally caught by your email's spam filter. If this is the case then make sure to identify this message as Not spam so that you don't lose any future correspondence from TheInvestmentAnalyst.com.

How can I change my password?

By resetting your password

Changing the password can be done fromTheInvestmentAnalyst.com log in form (you have to be logged out).
Go to the login form and click on the Forgot your password? button that can be located right under the Login button.
Insert the email of your account and click OK.

You will soon receive an email containing a link for resetting your password. If you don't receive this email after a few minutes, please check the spam folder of your email account as the reset email may have accidentally been held up by your spam filter.

Change your password on your profile page

Users can change their password through their Profile page, by clicking Edit → Change password.

How do I cancel or change my subscription?

  • Log and then click on My Profile in the topbar and go to Account
    In your Account you will find a Cancel Subscription button.
    When clicked, a pop-up message will appear for confirmation.

    If you proceed, the Account page will display:
    a button for the optional reactivation of the same subscription plan or
    the option to choose another subscription by clicking on the Change button (if available).

How can I edit my account details (profile picture, biography, locations, etc.)

When logged in to TheInvestmentAnalyst.com, click on the top bar Profile suboption after hovering your mouse over the My Profile top bar option. This will lead you to your profile page.

There, click on the edit button and start changing your personal info. You can update your name and email, add a short bio so other members of the community can learn more about you, and add your social accounts so that others can contact you.

What forms of payment do you accept?

All major credit cards are accepted.

Clients can purchase our digital products right from their mobiles with Google pay or Apple Pay, and skip multi-step authentication processes. We also accept Klarna and AfterPay/ClearPay. Off line payments may also be accepted (you can arrange this with TheInvestmentAnalyst.com).

How you I update my payment details?

If your credit or debit card fails for a recurring monthly or annual payment, the billing processor (Stripe) will make additional attempts to charge it. It's essential to ensure there are enough funds in the card or update its information promptly. Failure to do so within this time frame may result in automatic unenrollment from the course(s) after the failed payment attempts.

To update your billing information, visit your Account page, which should be available through the topbar links.

Why are your prices exclusive of sales taxes?

Our prices are exclusive of sales taxes due to the global nature of our business. As we sell our instructor-led programs and digital content worldwide, the applicable sales taxes can vary significantly depending on the customer's jurisdiction.

Different countries, and even different states or regions within countries, have different sales tax, Value Added Tax (VAT), or Goods and Services Tax (GST) rates. Some jurisdictions may also have specific tax exemptions for certain types of products or services. Therefore, to accommodate these variances and provide accurate pricing, we calculate and add the applicable taxes to your purchase at checkout based on your location.
We use Quaderno, an automated tax compliance software platform, to handle these calculations. Quaderno accurately calculates and tracks VAT, sales taxes, and GST for online platforms, ensuring that the correct tax rate is applied to each purchase, no matter where the customer is located.

This approach ensures we comply with international tax laws, providing a seamless purchasing experience for our customers while maintaining tax compliance.

Where is the invoice for the program I just bought?

You can find fully detailed invoices for all the programs you have purchased in the Account page, which can be found by hovering your mouse over the My Profile Menu top bar option.

How do I redeem a voucher code?

Buying a program with a discount coupon is not much different from our normal checkout process.

1) Go to the program page for which you have a coupon and click Enroll.
2) You will be automatically redirect to Enroll in Program page. Type your coupon code in the textbox (in our example: coupon_code) and click Redeem.
3) The discount will be automatically calculated in the final price.
4) You can now finalize the purchase process by clicking on the Buy button

What is the refund policy?

Thank you for choosing TheInvestmentAnalyst.com. We strive to provide you with a valuable and satisfactory experience on our digital platform. This refund policy outlines the terms and conditions regarding cancellations and refunds for our services.

Subscription Cancellations: Users can cancel their subscriptions at any time. Upon cancellation, the subscription will remain active until the end of the current billing cycle (month). Please note that there are no refunds for purchased digital assets, including any materials or resources accessed during the subscription period.

Instructor-Led Programs: For our instructor-led programs, the following refund policy applies:
a. Cancellations with more than 30 days (working and non-working day count) before the program start date will be eligible for a full refund.
b. Cancellations made between 30 and 15 days (working and non-working day count) before the program start date will be eligible for a 50% refund of the program fees.
c. No refunds will be issued for cancellations made less than 15 days (working and non-working day count) before the program start date.

Refund Processing: To request a refund, don't hesitate to get in touch with our customer support team at [insert contact information]. We will require relevant details to verify your subscription or program enrollment and process your refund request.
Refunds will be processed using the same payment method initially used for the purchase. Please allow up to [insert time frame] for the refund to be reflected in your account.

Exceptions: In exceptional cases, TheInvestmentAnalyst.com reserves the right to make exceptions to this refund policy. Such exceptions may be granted at our sole discretion and evaluated case-by-case basis.
Changes to the Refund Policy: TheInvestmentAnalyst.com reserves the right to modify or update this policy at any time. Any changes to the policy will be communicated to users via email or through prominent notifications on our website.

Please note that by using TheInvestmentAnalyst.com, you agree to comply with the terms and conditions outlined in this refund policy. If you have any questions or require further assistance regarding refunds or cancellations, please don't hesitate to contact our customer support team.

Effective date: 1st May 2023

Thank you for choosing TheInvestmentAnalyst.com. We appreciate your trust in our platform and look forward to serving you..

Does access to my paid program expire?

In most cases, once you have enrolled to a program you will have access for lifetime. Programs with limited time access say so clearly in the program description.

How do I know that you have received my order?

Once your payment has been successfully processed, your program will be immediately accessible to you. If the program hasn't unlocked despite you payment going through, then please contact the site's owner and you will be given access to the program asap.

How soon will I get access to my programs?

You will get access to your program(s) immediately after your make an online purchase (or when you have been manually enrolled by the instructor).

How do I access a program that I have completed?

You can access your programs anytime simply by logging in to the platform and visiting the program page. The programs you have purchased appear always first in TheInvestmentAnalyst.com's program catalog.

What are the recommended technology requirements for the platform?

Just a broadband Internet connection and the latest version of your favorite browser.

Is internet access required?

Internet access is required since all of the program contents are online. We also recommend using a 5G cell network or broadband internet connection.

Can I access the platform using my smartphone?

Of course you can. TheInvestmentAnalyst.com is fully responsive in all kinds of mobile devices. For optimal experience you can use the mobile version of Google Chrome, if your device supports it.

Can I access the platform on my tablet?

Of course you can. TheInvestmentAnalyst.com is fully responsive in all kinds of electronic devices.

What browsers are supported?

We support the latest versions of all well-known browsers. For optimal studying experience we recommend using Mozilla Firefox or Google Chrome.

Troubleshoot issues with Video

Our video player automatically tries to adjust the video quality to your internet speed, giving you the highest quality possible but in certain cases, for very slow connections, this might not be possible. If you’re experiencing excessive buffering during playback, it’s probably because your Internet connection cannot support continuous playback of the video. In this case try to reset your connection/internet router or, if possible, try accessing your online programs using a better internet connection.
You may also want to try one of the following:

1. Close extra browser tabs or other applications that may be using up your bandwidth.
2. Make sure you're using the latest version of your browser.

What is theinvestmentanalyst.com's privacy poilicy?

This Policy applies as between you, the User of this Web Site and theinvestmentanalyst.com the owner and provider of this Web Site. This Policy applies to our use of any and all Data collected by us in relation to your use of the Web Site and any Services or Systems therein.

1. Definitions and Interpretation

In this Policy the following terms shall have the following meanings:
"Account": means collectively the personal information, Payment Information and credentials used by Users to access Material and / or any communications System on the Web Site;
"Content": means any text, graphics, images, audio, video, software, data compilations and any other form of information capable of being stored in a computer that appears on or forms part of this Web Site;
"Cookie": means a small text file placed on your computer by theinvestmentanalyst.com Ltd when you visit certain parts of this Web Site. This allows us to identify recurring visitors and to analyse their browsing habits within the Web Site.
"Data": means collectively all information that you submit to the Web Site. This includes, but is not limited to, Account details and information submitted using any of our Services or Systems;
"theinvestmentanalyst.com": means theinvestmentanalyst.com ADDRESS;
"Service": means collectively any online facilities, tools, services or information that theinvestmentanalyst.com makes available through the Web Site either now or in the future;
"System": means any online communications infrastructure that theinvestmentanalyst.com makes available through the Web Site either now or in the future. This includes, but is not limited to, web-based email, message boards, live chat facilities and email links;
"User" / "Users": means any third party that accesses the Web Site and is not employed by theinvestmentanalyst.com and acting in the course of their employment; and
"Website": means the website that you are currently using www.theinvestmentanalyst.com and any sub-domains of this site (e.g. subdomain.yourschool.com) unless expressly excluded by their own terms and conditions.

2. Data Collected

Without limitation, any of the following Data may be collected:
  • 2.1 name;
  • 2.2 date of birth;
  • 2.3 job title & profession;
  • 2.4 contact information such as email addresses and telephone numbers;
  • 2.5 demographic information such as post code, preferences and interests;
  • 2.6 financial information such as credit / debit card numbers;
  • 2.7 IP address (automatically collected);
  • 2.8 web browser type and version (automatically collected);
  • 2.9 operating system (automatically collected);
  • 2.10 a list of URLS starting with a referring site, your activity on this Web Site, and the site you exit to (automatically collected); and
  • 2.11 Cookie information (see Clause 10 below).

3. Our Use of Data

  • 3.1 Any personal Data you submit will be retained by theinvestmentanalyst.com for as long as you use the Services and Systems provided on the Web Site. Data that you may submit through any communications System that we may provide may be retained for a longer period of up to one year.
  • 3.2 Unless we are obliged or permitted by law to do so, and subject to Clause 4, your Data will not be disclosed to third parties. This includes our affiliates and / or other companies within our group.
  • 3.3 All personal Data is stored securely in accordance with the principles of the Data Protection Act 1998. For more details on security, see Clause 9 below.
  • 3.4 Any or all of the above Data may be required by us from time to time in order to provide you with the best possible service and experience when using our Web Site. Specifically, Data may be used by us for the following reasons:
  • 3.4.1 internal record keeping;
  • 3.4.2 improvement of our products / services;
  • 3.4.3 transmission by email of promotional materials that may be of interest to you;
  • 3.4.4 contact for market research purposes which may be done using email, telephone, fax or mail. Such information may be used to customise or update the Web Site.

4. Third Party Web Sites and Services

theinvestmentanalyst.com may, from time to time, employ the services of other parties for dealing with matters that may include, but are not limited to, payment handling, delivery of purchased items, search engine facilities, advertising and marketing. The providers of such services do not have access to certain personal Data provided by Users of this Web Site. Any Data used by such parties is used only to the extent required by them to perform the services that theinvestmentanalyst.com requests. Any use for other purposes is strictly prohibited. Furthermore, any Data that is processed by third parties must be processed within the terms of this Policy and in accordance with the Data Protection Act 1998.

We partner with Microsoft Clarity and Microsoft Advertising to capture how you use and interact with our website through behavioral metrics, heatmaps, and session replay to improve and market our products/services. Website usage data is captured using first and third-party cookies and other tracking technologies to determine the popularity of products/services and online activity. Additionally, we use this information for site optimization, fraud/security purposes, and advertising. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement.

5. Changes of Business Ownership and Control

  • 5.1 theinvestmentanalyst.com may, from time to time, expand or reduce its business and this may involve the sale of certain divisions or the transfer of control of certain divisions to other parties. Data provided by Users will, where it is relevant to any division so transferred, be transferred along with that division and the new owner or newly controlling party will, under the terms of this Policy, be permitted to use the Data for the purposes for which it was supplied by you.
  • 5.2 In the event that any Data submitted by Users will be transferred in such a manner, you will be contacted in advance and informed of the changes. When contacted you will be given the choice to have your Data deleted or withheld from the new owner or controller.

6. Controlling Access to your Data

  • 6.1 Wherever you are required to submit Data, you will be given options to restrict our use of that Data. This may include the following:
  • 6.1.1 use of Data for direct marketing purposes; and
  • 6.1.2 sharing Data with third parties.

7. Your Right to Withhold Information

  • 7.1 You may access certain areas of the Web Site without providing any Data at all. However, to use all Services and Systems available on the Web Site you may be required to submit Account information or other Data.
  • 7.2 You may restrict your internet browser’s use of Cookies. For more information see Clause 10 below.

8. Accessing your own Data

  • 8.1 You may access your Account at any time to view or amend the Data. You may need to modify or update your Data if your circumstances change. Additional Data as to your marketing preferences may also be stored and you may change this at any time.
  • 8.2 You have the right to ask for a copy of your personal Data on payment of a small fee.

9. Security

Data security is of great importance to theinvestmentanalyst.com and to protect your Data we have put in place suitable physical, electronic and managerial procedures to safeguard and secure Data collected online.

10. Changes to this Policy

theinvestmentanalyst.com reserves the right to change this Privacy Policy as we may deem necessary from time to time or as may be required by law. Any changes will be immediately posted on the Web Site and you are deemed to have accepted the terms of the Policy on your first use of the Web Site following the alterations.

11. Contacting Us

If there are any questions regarding this privacy policy you may contact us at geoff@theinvestmentanalyst.com

What is theinvestmentanalyst.com's cookie policy?

This website uses Cookies and similar technologies in order to distinguish you from other users. By using Cookies, We are able to provide you with a better experience and to improve Our Site by better understanding how you use it. Please read this Cookie Policy carefully and ensure that you understand it. Your acceptance of Our Cookie Policy is deemed to occur when you press the “accept” button on Our Cookie banner or when you have selected your preferred Cookie options in Our Cookie manager and pressed the “Continue” button. If you do not agree to Our Cookie Policy, please stop using Our Site immediately.

1. Definitions and Interpretation

In this Cookie Policy, unless the context otherwise requires, the following expressions have the following meanings:
Cookie: means a small file placed on your computer or device by Our Site when you visit certain parts of Our Site and/or when you use certain features of Our Site;
Cookie Law: means the relevant parts of the Privacy and Electronic Communications (EC Directive) Regulations 2003 and of EU Regulation 2016/679 General Data Protection Regulation (“GDPR”);
Personal data: means any and all data that relates to an identifiable person who can be directly or indirectly identified from that data, as defined by EU Regulation 2016/679 General Data Protection Regulation (“GDPR”); and
We/Us/Our: means “Our Website/School/Company”, the brand owned and operated by Company name or Person.

2. Information About Us

Our Site is owned and operated by Company name or person(s).
  • Registered address: 71-75 Sheldon Street, Covent Garden, London WC2 9JQ, United Kingdom
  • Email address: geoff@theinvestmentanalyst.com
  • Telephone number: +44 785 2343049

3. How Does Our Site Use Cookies?

  • 3.1 Our Site may place and access certain first-party Cookies on your computer or device. First party Cookies are those placed directly by Us and are used only by Us. We use Cookies to facilitate and improve your experience of Our Site and services. We have carefully chosen these Cookies and have taken steps to ensure that your privacy and personal data is protected and respected at all times.
  • 3.2 By using Our Site, you may also receive certain third-party Cookies on your computer or device. Third-party Cookies are those placed by websites, services, and/or parties other than Us. Third-party Cookies are used on Our Site for analytics and for marketing purposes. For more details, please refer to section 4 below.
  • 3.3 All Cookies used by and on Our Site are used in accordance with current Cookie Law. We may use some or all of the following types of Cookie:
  • 3.3.1 Strictly Necessary Cookies
    A Cookie falls into this category (usually first-party cookies) if it is essential to the operation of Our Site as without them we cannot provide the functionality that you need to use this website. For example, essential cookies help remember your preferences as you navigate through the online school, also support functions such as logging in, and payment transactions.
  • 3.3.2 Functionality Cookies
    Functional Cookies allow our web site to remember choices you make, e.g. your user name, log in details and language preferences and any customizations you make to pages during your visit. They are necessary to provide features and services specific to individual users.
  • 3.3.3 Analytics Cookies
    It is important for Us to understand how you use Our Site, for example, how efficiently you are able to navigate around it, and what features you use. Analytics Cookies enable us to gather this information, helping Us to improve Our Site and your experience of it.
  • 3.3.4 Marketing/Targeting Cookies
    It is important for Us to know when and how often you visit Our Site, and which parts of it you have used (including which pages you have visited and which links you have visited). As with analytics Cookies, this information helps us to better understand you and, in turn, to make Our Site and advertising more relevant to your interests. Some information gathered by targeting Cookies may also be shared with third parties.
  • 3.3.5 Third Party Cookies
    Third-party Cookies are not placed by Us; instead, they are placed by third parties that provide services to Us and/or to you. Third-party Cookies may be used by advertising services to serve up tailored advertising to you on Our Site, or by third parties providing analytics services to Us (these Cookies will work in the same way as analytics Cookies described above).
  • 3.3.6 Persistent Cookies
    Any of the above types of Cookie may be a persistent Cookie. Persistent Cookies are those which remain on your computer or device for a predetermined period and are activated each time you visit Our Site.
  • 3.3.7 Session Cookies
    Any of the above types of Cookie may be a session Cookie. Session Cookies are temporary and only remain on your computer or device from the point at which you visit Our Site until you close your browser. Session Cookies are deleted when you close your browser.
  • 3.4 Cookies on Our Site are not permanent and will expire as indicated in the table below.
  • 3.5 For more details of the personal data that We collect and use, the measures we have in place to protect personal data, your legal rights, and our legal obligations, please refer to our Privacy Policy
  • 3.6 For more specific details of the Cookies that We use, please refer to the table below.

4. What Cookies Does Our Site Use?

  • 4.1 The following first-party Cookies may be placed on your computer or device:
Name of Cookie Purpose Strictly Necessary Expires
XSRF-TOKEN Preserves User Login information and states Yes When you close your browser
DPSettings Preserves the user's Cookie policy preferences Yes 12 days
slim_session Preserves User Login information and states Yes 1 day
  • 4.2 The following strictly necessary third-party Cookies may be placed on your computer or device (remove stripe cookies from the list if you don’t use stripe):
Name of Cookie Provider Purpose Expires
nsr m.stripe.network Used to process payments for our website. When you close your browser
cookiesEnabled checkout.stripe.com Used to process payments for our website. When you close your browser
__stripe_sid checkout.stripe.com Used to process payments for our website. When you close your browser
__stripe_mid checkout.stripe.com Used to distinguish users. 1 year
ab_disable_remember_ checkout.stripe.com Used to process payments for our website. 7 years
checkout-test-session checkout.stripe.com Used to process payments for our website. 10 years
cid checkout.stripe.com Used to process payments for our website. for ever
vuid vimeo.com These cookies are used by Vimeo to collect analytics tracking information. 1 year
player player.vimeo.com These cookies are used by Vimeo to collect analytics tracking information. 1 year
  • 4.3 Our Site uses the following functional Cookies (remove cookies not exploited in your school):


Olark
Name of Cookie Provider Purpose Expires
hblid theinvestmentanalyst.com a visitor identifier that we use only on your site to remember this visitor between visits 2 years
wcsid theinvestmentanalyst.com a session identifier that we use only on your site to keep track of a single chat session When you close your browser
olfsk theinvestmentanalyst.com storage identifier that we use to maintain chat state across pages (e.g. message history) 2 years
_okbk theinvestmentanalyst.com extra state information (e.g. chat box being open/closed) When you close your browser
_ok theinvestmentanalyst.com most recent Olark site ID (security measure) When you close your browser
_oklv theinvestmentanalyst.com the Olark loader version (for improved caching) When you close your browser
_okla theinvestmentanalyst.com used for caching purposes (loaded from CDN vs. loaded from our infrastructure) When you close your browser
_okgid theinvestmentanalyst.com used for caching by setting a hash for assets to determine if they have changed and if they need to be refreshed When you close your browser
_okac theinvestmentanalyst.com used for caching by setting a hash for assets to determine if they have changed and if they need to be refreshed When you close your browser
TawkTo
Name of Cookie Provider Purpose Expires
TawkConnectionTime theinvestmentanalyst.com previous registration time stamp When you close your browser
Tawk_ theinvestmentanalyst.com socket connection url When you close your browser
__tawkuuid theinvestmentanalyst.com domain restriction values 6 months
__cfduid tawk.to Used by the content network, Cloudflare, to identify trusted web traffic. 1 year
Freshchat
Name of Cookie Provider Purpose Expires
pubsub_cookie theinvestmentanalyst.com This cookie is used for the freshchat service When you close your browser
hop- theinvestmentanalyst.com This cookie is used for the freshchat service When you close your browser
theinvestmentanalyst.com This cookie is used for the freshchat service When you close your browser
_ theinvestmentanalyst.com This cookie is used for the freshchat service 1 year
pnctest theinvestmentanalyst.com This cookie is used for the freshchat service 1 year
Zendesk Web Widget
Name of Cookie Provider Purpose Expires
ZD-referrerPolicy theinvestmentanalyst.com Stores referrer tags Forever
ZD-zE_oauth theinvestmentanalyst.com Stores the authentication token once the user has been authenticated. 2 hours
ZD-currentTime theinvestmentanalyst.com Sets the time when page loads. Forever
ZD-settings theinvestmentanalyst.com Stores a hash of settings so that we don't keep sending blips after the initial one Forever
ZD-suid theinvestmentanalyst.com Session id for pathfinder. 20 minutes
ZD-buid theinvestmentanalyst.com Collects Machine ID. Forever
Intercom
Name of Cookie Provider Purpose Expires
intercom-id- theinvestmentanalyst.com This cookie is used by Intercom as a session so that users can continue a chat as they move through the site. 9 months
  • 4.4 Our Site uses analytics services provided by your analytics services, if any. Website analytics refers to a set of tools used to collect and analyse anonymous usage information, enabling us to better understand how Our Site is used. This, in turn, enables us to improve Our Site and the products and services offered through them.
  • 4.5 The analytics services used by Our Site use Cookies to gather the required information. You do not have to allow us to use these Cookies, however, whilst our use of them does not pose any risk to your privacy or your safe use of Our Site, it does enable us to continually improve Our Site, making it a better and more useful experience for you.
  • 4.6 The analytics services used by Our Site uses the following Cookies: 
Google Analytics
Name of Cookie Provider Purpose Expires
_ga theinvestmentanalyst.com Google Analytics: Registers a unique ID that is used to generate statistical data on how the visitor uses the website. 2 years
_gat theinvestmentanalyst.com Google Analytics: Used by Google Analytics to throttle the request rate. When you close your browser
_gid theinvestmentanalyst.com Google Analytics: Registers a unique ID that is used to generate statistical data on how the visitor uses the website. When you close your browser
collect theinvestmentanalyst.com Google Analytics: Used to send data to Google Analytics about the visitor's device and behaviour. Tracks the visitor across devices and marketing channels. When you close your browser
Mixpanel
Name of Cookie Provider Purpose Expires
mp_#_mixpanel theinvestmentanalyst.com MixPanel: Cookie used by MixPanel for analytics purposes 1 year
Sumo me
Name of Cookie Provider Purpose Expires
__smToken theinvestmentanalyst.com The __smToken is set once you login to Sumo and is checked to verify whether you are logged into Sumo or not. 1 year
__smSmartbarShown theinvestmentanalyst.com Is set when the Smartbar is shown 50 years
__smVID theinvestmentanalyst.com Used to display relevant advertising 1 month
__smSessionId theinvestmentanalyst.com Used by Sumo to establish a cookie on a users computer to begin a session to enable Sumo products When you close your browser
  • 4.7 Targeting/Marketing cookies
    Targeting/Marketing cookies are used to track visitors across websites. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information but are based on uniquely identifying your browser and internet device. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third-party advertisers. If you do not allow these cookies, you will experience less targeted advertising (remove cookies not exploited in your school): 
Name of Cookie Provider Purpose Expires
fr facebook.com Used by Facebook to deliver a series of advertisement products such as real time bidding from third-party advertisers 3 months
fr facebook.com Used by Facebook to deliver a series of advertisement products such as real time bidding from third-party advertisers When you close your browser
Hubspot
Name of Cookie Provider Purpose Expires
__hstc theinvestmentanalyst.com The main cookie for tracking visitors. It contains the domain, utk (see below), initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session). 2 years
hubspotutk theinvestmentanalyst.com This cookie is used for to keep track of a visitor's identity. This cookie is passed to HubSpot on form submission and used when de-duplicating contacts. 10 years
__hssc theinvestmentanalyst.com This cookie keeps track of sessions. This is used to determine if we should increment the session number and timestamps in the __hstc cookie. It contains the domain, viewCount (increments each pageView in a session), and session start timestamp. 30 min
__hssrc theinvestmentanalyst.com Whenever HubSpot changes the session cookie, this cookie is also set. We set it to 1 and use it to determine if the visitor has restarted their browser. If this cookie does not exist when we manage cookies, we assume it is a new session. session
messagesUtk theinvestmentanalyst.com This cookie is used to recognize visitors who chat with you via the messages tool. If the visitor leaves your site before they're added as a contact, they will have this cookie associated with their browser. If you have a history of chatting with a visitor and they return to your site later in the same cookied browser, the messages tool will load your conversation history with that visitor. session
Refersion
Name of Cookie Provider Purpose Expires
ci_session refersion.com Preserves users states across page requests. When you close your browser
refersion_csrf_code refersion.com Sets csrf token to prevent cross site request forgery. When you close your browser
__cfduid refersion.com Used by the content network, Cloudflare, to identify trusted web traffic. 1 year
Google AdWords
Name of Cookie Provider Purpose Expires
ads/ga-audiences theinvestmentanalyst.com Used by Google AdWords to re-engage visitors that are likely to convert to customers based on the visitor's online behaviour across websites. When you close your browser
Fomo
Name of Cookie Provider Purpose Expires
Fomo.hstry-count-since-first-event- theinvestmentanalyst.com Used by Fomo for showing user notifications. Persistent
Fomo.hstry-first-timestamp- theinvestmentanalyst.com Used by Fomo for showing user notifications Persistent
Fomo.snv- theinvestmentanalyst.com Used by Fomo for showing user notifications Persistent

5. Consent and Control

(Keep section 5.1 and 5.2 if you are using our cookie opt-in mechanism from School Privacy settings.)
  • 5.1 Before Cookies are placed on your computer or device, you will be shown a banner requesting your consent to set those Cookies. By giving your consent to the placing of Cookies you are enabling Us to provide the best possible experience and service to you. You may, if you wish, deny consent to the placing of Cookies unless those Cookies are strictly necessary; however certain features of Our Site may not function fully or as intended. You will be given the opportunity to allow and/or deny different categories of Cookie that We use.
  • 5.2 In addition to the controls that We provide, you can choose to enable or disable Cookies in your internet browser. Most internet browsers also enable you to choose whether you wish to disable all Cookies or only third-party Cookies. By default, most internet browsers accept Cookies but this can be changed. For further details, please consult the help menu in your internet browser or the documentation that came with your device.
  • 5.3 The links below provide instructions on how to control Cookies in all mainstream browsers:
  • 5.3.1 Google Chrome
  • 5.3.2 Microsoft Internet Explorer
  • 5.3.3 Microsoft Edge (Please note that there are no specific instructions at this time, but Microsoft support will be able to assist)
  • 5.3.4 Safari (macOS)
  • 5.3.5 Safari (iOS)
  • 5.3.6 Mozilla Firefox
  • 5.3.7 Android (Please refer to your device’s documentation for manufacturers’ own browsers)

6. Changes to this Cookie Policy

  • 6.1 We may alter this Cookie Policy at any time. Any such changes will become binding on you on your first use of Our Site after the changes have been made. You are therefore advised to check this page from time to time.
  • 6.2 In the event of any conflict between the current version of this Cookie Policy and any previous version(s), the provisions current and in effect shall prevail unless it is expressly stated otherwise.

7. Further Information

  • 7.1 If you would like to know more about how We use Cookies, please contact Us at geoff@theinvestmentanalyst.com
  • 7.2 For more information about privacy, data protection and our terms and conditions, please visit the following:

What will you do with my e-mail address?

Your e-mail address is your key to TheInvestmentAnalyst.com. It is fully safe with us and we will use it only to communicate with you if necessary.

Is TheInvestmentAnalyst.com GDPR compliant?

At TheInvestmentAnalyst.com, we prioritize data privacy and security for all our users, regardless of their location. We maintain full compliance with the General Data Protection Regulation (GDPR), a European Union regulation designed to protect the privacy rights of individuals.

Here are the key GDPR provisions we have in place:

1. Data Protection: We have implemented robust security measures to protect your personal data from unauthorized access, alteration, disclosure, or destruction.
2. Transparency: We are transparent about the data we collect, why we collect it, and how we use it. This information is provided in our Privacy Policy.
3. Consent: We obtain clear and explicit consent before collecting or processing personal data. Users can withdraw this consent at any time.
4. Data Minimization: We collect only the necessary data needed to provide you with our services and to fulfill our legitimate business interests.
5. Right to Access and Correct: Users have the right to access their personal data, request corrections, or ask for their data to be deleted from our systems.
6. Data Portability: Users have the right to receive their personal data in a machine-readable format and have the right to transfer that data to another controller.
7. Breach Notification: In the unlikely event of a data breach, we are committed to informing affected users as well as relevant authorities within 72 hours, as stipulated by GDPR regulations.

Our commitment to GDPR compliance is part of our broader effort to respect and protect the privacy rights of all users. We believe in upholding the highest standards of data protection and privacy, no matter where our users are located.

What are TheInvestmentAnalyst.com's internet security protocols?

TheInvestmentAnalyst.com operates (provided by its partner LearnWorlds) on a platform that supports the following measures to ensure data security and privacy:

Protection from Data Loss & Data Corruption
Isolated Databases
TheInvestmentAnalyst.com has its own, isolated Database. This means that even if a platform gets compromised or goes rogue, all other platforms will remain unaffected.
Regular Backups
Databases are mirrored and backed up off site, across multiple facilities. We keep daily database backups.
Customer data regulation
We never move any platform or user data outside of our secured environment for testing or any other reason.

Application Level Security
Password salting and hashing
TheInvestmentAnalyst.com uses the most up-to-date and secure cryptographic methods. Platform Admin Passwords are salted and hashed and never stored or transmitted as plain text. Employees cannot view or manually change passwords. If you forget your password it cannot be retrieved, even by our own CTO – the password must be reset by you.
Encrypted Data Storage
All user passwords are salted and hashed and never stored or transmitted as plain text.
We do not store credit card details on our infrastructure. All credit card transactions are processed using secure encryption on a PCI-Compliant network.

HTTPS everywhere
TheInvestmentAnalyst.com forces all requests over HTTPS, ensuring all traffic between TheInvestmentAnalyst.com and the user’s browser is encrypted. This means that anyone trying to eavesdrop on this data will not be able to decrypt and access the underlying data. All wesbites powered by LearnWorld get a free SSL certificate for lifetime. LearnWorlds uses TLS 1.2 exclusively, throughout its site and subdomains.
XSS vulnerability avoidance
All user inputs are properly treated to ensure that XSS vulnerabilities are avoided.

Secure Software Development Life Cycle
Vulnerability Scanning & Patching
We have automated systems in place that monitor all the software infrastructure that powers LearnWorlds for new versions and vulnerabilities. Our infrastructure is updated regularly with the latest security patches. Moreover, our in-house security expert is constantly on the lookout for things that could jeopardize our systems, ready to intervene. We test our systems regularly through simulated attacks from the outside and in.
Secure File storage
Your uploaded files can only be accessed through LearnWorlds. Your students can only access files intended for them. Only authorized LearnWorlds personnel can access your files, on a strict per-need basis.
Internal Controls
For our employees, access rights and levels are based on job function and role, on a need-to-know basis, match defined responsibilities. All employees must abide by our policies about protecting customer data.
Security by design
Our code is being developed following the latest patterns and industry best practices, and is constantly reviewed. Clear, readable and well-maintained code means secure systems.
Key management
We keep our keys secret and out of version control, to ensure access to critical resources cannot be compromised.

Data Center Security
The GDPR requires controllers and processors of personal data to “implement appropriate technical and organizational” measures to ensure a sufficient level of security.
LearnWorlds is a Google Cloud partner so we primarily use top-notch Google Cloud Platform servers as our third-party cloud storage subcontractor and we do not host customer data on our premises.
This means that all our servers are located at Google premises, in different world-class data centers around the world:
  • East USA (South Carolina & Virginia, USA, North America)
  • Central EU (Frankfurt, Germany, Europe)
  • South America (São Paulo, Brazil, South America)
  • Southeast Asia (Singapore, APAC)

Google Cloud Platform is a leading cloud provider, and holds industry best security certifications, such as SOC2/3 and ISO27001, and provides encryption in transit and at rest, without any action required from our customers. All servers are protected by biometric locks and round-the-clock interior and exterior surveillance monitoring. Only authorized personnel have access to the data center. 24/7/365 onsite staff provides additional protection against unauthorized entry and security breaches. For more info on Google Cloud Platform physical server security check here.
  • High availability. We’ve designed LearnWorlds to ensure high availability throughout the platform. At every layer of the stack, we have a suite of contingency mechanisms, including automatic failover, to ensure 24/7 application availability.

Protecting LearnWorlds Against rogue or hacked users
We can secure ourselves, but if your computer gets compromised or someone gets into your LearnWorlds account, that’s not good for either of us. Therefore,
  • We monitor and will automatically suspend accounts for signs of irregular or suspicious login activity.
  • Certain changes to your account, such as to your password, will trigger email notifications to the account owner.
  • We monitor accounts and platform activity for signs of abuse (both via automatic notifications and human reviewers).

LearnWorlds is working continuously to make our systems secure. But modern software is amongst the most complex artefacts ever created by humans and cybersecurity is a moving target. If you do find any security issues, whether you are a user or security expert, please reach out to us at support@learnworlds.com. We will make sure the issue is fixed and updated ASAP.

Do you use reCAPTCHA v3?

We integrates with reCAPTCHA v3, a Google service offered as an out-of-the-box solution for an always-on traffic analyzer that detects fake user and bot activity that tries to access your academy’s website.

With reCAPTCHA, we can safeguard our platform from illicit activities like fraud and misuse while minimizing disruption to legitimate users. The underlying technology uses an advanced Risk Analysis Engine to identify malicious traffic and adaptive challenges to prevent fraudulent users and software from taking part in hostile activities on your website.

When enabled, reCAPTCHA will be active on:
  • Sign-up/Sign-in forms and Password reset forms.
  • All Marketing forms in:
  • The shareable link.
  • In a form Widget.
  • Sign-up fields in the one-click sales funnels.
  • All forms in Pop-ups.

When a form is visible, the reCAPTCHA icon will appear at the bottom right corner of the screen (see below).
reCAPTCHA will not interrupt your learning experience