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Have a #1 ranked team behind you every step of the way

The Virtual Investment Analyst program in one click

The Investment Analyst Program (VIAP) is the only program in the market that is delivered by a #1 ranked Analyst team. Learn from an experienced instructor team that has collected eight #1 rankings in the EMEA Institutional Investor survey and multiple top-three rankings in the US survey.
This program is our flagship, a 10-day instructor-led training program designed to equip participants with essential skills and knowledge in accounting, analysis, financial modeling, fundamental valuation, constructing investment theses, and integrating environmental, social, and governance (ESG) considerations.

+

EMEA II rankings

years of instructional experience

analysts taught
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Don't just follow consensus. Let us help you get ahead of your competition

The VIAP is a hands-on program from the start. We expect you to get out of your comfort zone. To be challenged, make mistakes, take them as learning experiences, and grow as analysts. This not a text book training shop program. No other program comes with our #1 ranked pedigree and experience

Accounting and Analysis:
Build insights & develop your investment story

Numbers tell a story. This story will help you develop analytical insights and form your investment thesis. We teach you to be analysts, not to be accountants. Learn how the numbers work and flow from an analyst's perspective.

Build financial Modeling like a #1 ranked analyst

A good financial model is a question-asking tool, and pulling one of these models together well requires the fusion of accounting, Excel, and forecasting skills. We will show you how to build robust, practical models that allow you to stress-test your thesis. Become a modeling superstar with us.

Ask questions and develop your insights: Fundamental Investment Thesis Building

Valuation is NOT straightforward. If you think it is, you're probably doing it wrong! Let us take you beyond the textbooks and into the analyst's environment. Learn how to mold your valuation with a consistent narrative, sanity-check your assumptions, and build a defendable hypothesis.
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TESTIMONIALS

Don't take our word for it...

Our clients talk about our closeness to the markets and how we take complicated themes and make them digestible. They talk about how they enjoy their learning experience with the knowledge they learn from internationally recognized and ranking practitioners.
I have attended many of their programs and the content has been best in class. In addition, they have a wonderful presenting style that brings the content to life in an understandable and entertaining way. 

Greg Collett

Pictet Asset Management
OUR TEAM

Meet your team

Geoff Robinson FCA FMVA MFM

founder
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 TheInvestmentAnalyst.com.

Neil Pande FCA CFA

Head of learning

Monica King

operations director
Monica King is a seasoned professional serving as the Operations Director at TheInvestmentAnalyst.com. With her extensive expertise in logistics, operations, finance, and digital operations, Monica plays a vital role in ensuring the smooth and efficient functioning of the company.

 Monica's business acumen and proficiency in operational processes contribute to optimizing resources, streamlining workflows, and implementing best practices. Moreover, her adeptness in leveraging digital technologies enhances the company's digital operations, facilitating seamless communication, collaboration, and delivery of services. 
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