Different ways of learning

Our courses are available in a number of ways to suit your learning needs.

Classroom learning

Join us at one of our offices to benefit from in-person learning, interact directly with other attendees, our Research Academy instructors and analysts.

Using the same approach as our virtual programmes, we crowd source Q&A and insights in class, and make use of white-boarding software to bring narratives and insights to life.

Depending on availability, we also introduce you to our lead analysts, either into the classroom, or virtually, straight from the floor – so you hear directly from our market experts.

Virtual learning

Our virtual learning programmes, are run live by our Research Academy instructors direct to your screen. 

We connect globally with our attendees using state-of-the-art video conferencing software, allowing us to bring our analysts into the classroom, crowd source Q&A and make it a truly interactive session by providing a voice to our attendees, wherever you may be.  

We use white-boarding software to bring narratives to life and create the experience of being with us in the room.

On-demand learning

Allowing you the ability to learn at your own pace, without having to commit to a time and place.

These programmes are arranged in to learning pathways and are supported, where appropriate, by our immersive e-book content.

These products can be purchased with life-time access or through our professional plus subscription.

Immersive e-books

Our immersive books fuse together the highest quality analytical narrative with HD video, audiocasts, reader multi-modal interactivity and visual animation.

All of our immersive books are optimised for desktop and mobile devices.

Coming soon.


Our courses

Develop: Ten-day programs

An end-to-end fundamental analysis, valuation and modelling program. This is no introductory walk in the park, but a thorough dive into the fundamentals of company valuation and analysis.

Suitability: All

Advance: Two-day programs

If you think DCFs are easy… you're probably doing it wrong. We aren't just showing you how to build a DCF, but also how to construct one you can build an investment case on.

Suitability: Intermediate

There any many financial modelling skills that are passed down as an oral tradition. Luck defines whether you learn them or not. Our advanced modelling programs pull on a platform of experience.

Suitability: Advanced

Learn: One-day programs

$2.5 trillion of private capital dry powder chasing fewer deals. Can private equity threaten or enhance your investment case? You need to think and model like them – learn how to run a reverse LBO model.

Suitability: Advanced

Which M&A transactions are capable to creating value? It's not all about EPS accretion-dilution analysis. Understand the deal and ask the right questions.

Suitability: Advanced

How to talk the language of multiples

Your investment target is trading at 13x EBITDA, the rest of the peer group is trading at 10x – what is your investment story and do you have a framework to construct it?

Suitability: Intermediate

Are you an Excel keyboard player? Yes, our aim is to make you quicker. If not, this program could improve your execution speed by 4-5 times.

Suitability: All

If you think executing a commercially robust fundamental valuation is easy… you're probably doing it wrong. There are a multitude of pitfalls analysts can fall into. We use this one-day program to risk-assess these pitfalls and how we can navigate them.

Suitability: Intermediate

Data visualization can often lack clarity of message. Module I of better visualization focuses on developing better messaging using UBS Research Academy Clear Chart methodologies.

Suitability: Intermediate    

With the fundamentals of data visualizations laid down in Module I, module II looks to further develop your knowledge of the charting and visualization features available in Excel.

Suitability: Intermediate

If you think executing a commercially robust fundamental valuation is easy… you're probably doing it wrong. There are a multitude of pitfalls analysts can fall into. We use this one-day program to risk-assess these pitfalls and how we can navigate them

Suitability: Intermediate

Do the accounting numbers tell the whole truth and nothing but the truth? Not always. How can we identify red flags and unlock information hidden behind the veil of reported numbers?

Suitability: Intermediate