In-Person Training with Geoff Robinson.

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Write your awesome label here.

Write your awesome label here.

Write your awesome label here.

Write your awesome label here.

In-Person Training with
Geoff Robinson.

Write your awesome label here.

Write your awesome label here.

Write your awesome label here.

Write your awesome label here.

Write your awesome label here.

Expert-Led Investment Training.

Where Expertise Meets Experience: Join Us Today.

Unleash your organisations potential with our Investment Analyst Program meticulously designed and delivered by a #1 ranked analyst.

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Benefit from our decades of teaching experience and knowledge, propelling you toward a future filled with success and growth. Make the choice that makes a difference - invest in your future, enhance your skills, and join the ranks of the best in the industry.
The Investment Analyst Program
TheInvestmentAnalyst.com's bespoke Investment Analyst Program is meticulously designed to transform analysts into second-level thinkers. Participants master sophisticated financial modeling, robust scenario analysis, and rigorous valuation methodologies, equipping them to uncover market mispricings and generate actionable investment insights consistently.
Delivered by Geoff Robinson - a 10-time #1-ranked EMEA Institutional Investor analyst and one of only seven Masters of Financial Modeling worldwide - this program combines elite industry expertise with cutting-edge, analyst-curated educational technology. This is not just training; it's an investment in analytical excellence.
TheInvestmentAnalyst.com's bespoke Investment Analyst Program* is meticulously designed to transform analysts into second-level thinkers. Participants master sophisticated financial modeling, robust scenario analysis, and rigorous valuation methodologies, equipping them to uncover market mispricings and generate actionable investment insights consistently.

Markets reward differentiation - not agreement. In an environment where consensus views are rapidly priced in, simply aligning with popular opinion rarely delivers alpha. 
To consistently outperform, analysts must move beyond the obvious. This requires second-level thinking: the disciplined ability to question assumptions, dissect narratives, and uncover insights that the market has yet to fully appreciate. Second-level thinking is about asking better questions:

  • What does the market believe?
  • What is it missing? 
  • How is my view different?
  • Why might it be right? 
  • What are the risks if I’m wrong?

*All program outlines are indicative and will be tailored to attending audiences.

Who Delivers the Program?
Geoff Robinson MFM
A seasoned investment professional, Geoff Robinson excels in building and revolutionizing businesses within the investment management sector. Internationally recognized for his innovative approach, he has been the #1 ranked analyst in his field ten times between 2015 and 2023 (EMEA Institutional Investor Survey).

Geoff is one of only seven Masters of Financial Modeling (MFM), an accreditation attained with the Financial Modelling Institute. He qualified as a Chartered Accountant with Price Waterhouse, enjoyed a tenure as Managing Director at UBS and is currently a Fellow of Durham University Business School. His expertise and visionary mindset position him as the standout instructor in the investment industry.

Our Latest Book

Financial Modeling Mastery 

"Financial Modeling Mastery is more than just another financial modeling guide—it's a masterclass in analytical thinking."

Guy Weyns, PhD - Former Investment Research MD
Business School Professor 

Former UBS Managing Director Geoff Robinson—ranked #1 analyst in EMEA ten times—reveals the advanced modeling strategies that separate world-class analysts from the rest.

In this groundbreaking guide, he blends technical excellence with proven investment wisdom, surpassing traditional textbook approaches and revolutionizing the way you approach investment analysis.
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Free global shipping
Also Available on Amazon Kindle
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How much is In-Person Training?
Our instructor-led programs offer a unique blend of structured content and flexible adaptation to meet the needs of each audience. The Investment Analyst Program is conducted virtually through a combination of Zoom webinars, allowing participants a seamless and interactive experience. The instructors can share their screens, engage with participants, and create an immersive learning environment. This virtual format provides convenience and accessibility while maintaining the effectiveness of face-to-face instruction.
Our offerings extend to include in-person delivery at your preferred location, allowing for a more intimate and customized learning environment. Additionally, our team can provide instructional design services to adapt the program content specifically to the needs and objectives of your group. This bespoke approach ensures that the program aligns precisely with your requirements, optimising the learning experience and maximising the value gained from the sessions.

How it works.

Use our bespoke programme cost calculator below to build a tailored quote that matches your organisation’s requirements. Simply enter the number of participants, and any add-ons.

The calculator will instantly estimate the total cost, including any travel or additional instructor hours, giving you a transparent, line-item quote in under a minute. You can then save or export the estimate, and submit it for confirmation or adjustment by our team.

Experience the Benefits of Instructor-led Training Programs - First Hand

100% Analyst-Curated Content

With a wealth of hands-on experience from working on the desk, countless hours of advising investors, and several decades of instructional design and delivery expertise, rest assured that you are in capable hands. We combine real-world insights and a deep understanding of the investment landscape to provide top-notch guidance and support.

analyst-curated

Cutting-Edge EdTech Content Delivery

At our core, we firmly believe that content generation should be entrusted to market practitioners with pedagogical expertise. Combining subject matter knowledge and effective instructional design is crucial for delivering impactful learning experiences. However, our commitment doesn't stop there. We leverage cutting-edge EdTech to enhance content delivery and optimize consumption. By harnessing the power of EdTech, we strive to ensure that our content is exceptional, easily accessible, and engaging for our users.

EdTech focused

InsightOne: Access All Areas

With our digital platform, InsightOne, we are committed to supporting your learning needs around the clock. We have made all of our intellectual property available on the platform, ensuring that you have access to it anytime, anywhere, 24/7, 365 days a year. This unrestricted availability empowers you to engage with our content at your own convenience, enabling continuous learning and growth. We will provide FREE, access all areas of our award winning app for the duration of any Program.

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Arrange a Consultation.
Expertise Meets Innovation: Contact Us Today. Harness the power of our market-leading analyst knowledge and cutting-edge EdTech approach.

Engage with the #1 ranked industry expert, as our tradition in learning meets the evolution of education. Begin your journey to success with us - where the past empowers the future.

Access Geoff's Calendar Today.