1. Building Investor Confidence:
Personal Finance & Money Basics
  • Author:
    Geoff Robinson
  • Level: 
    Introductory
  • Study time:
    20 minutes
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Course overview
This section explains how money works in everyday life. It covers income, spending, saving, debt, and compound interest. You’ll learn where your money goes, why saving alone isn’t enough, and how small financial decisions today shape your future financial security and opportunities.
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Overview & Learning Outcomes

What's Included?

  • 5 videos
  • Take control of your money before you try to grow it.
  • Insights from a #1 ranked data-driven analyst

Who is this for? 

Designed for beginners with little or no financial background. Ideal for students, early career professionals, or anyone who feels unsure about managing money and wants clear, practical guidance to build strong financial habits from the ground up.

Why is this important?

Each programme is structured as a clear, chronological playlist, guiding you through concepts step by step so you can build understanding properly. Learn at your own pace, revisit material when needed, and develop skills in a logical sequence designed to support long-term mastery.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 10x #1 ranked analysts EMEA Institutional Investor Survey.
ABOUT Geoff
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 10x 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. 
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