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  • Unlocking the Upside #11: We've got two massive upgrades to tell you about!

Unlocking the Upside #11: We've got two massive upgrades to tell you about!

Get smarter: New insights, new tech and content updates

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Morning, Afternoon, and Evening all,

After each newsletter I write, I’m immediately thinking, what on earth will I write for the next one?! But something always seems to pop into my mind, and we seem to be paradigm-shifting the platform upwards each week.

This week, I want to introduce you to a native integration that brings AI-powered web accessibility to our web platform. This integration makes a significant step towards creating an inclusive and barrier-free educational experience for all learners.

Also check out We’ve also put together a punchy video of the InsightOne platform - no chat - just some flash graphics and music showing off InsightOne at its best. If you have 100 seconds, take a look at this short video:

So, I think we are doing the right stuff. I know I can’t and don’t think of everything, so let me know if you have any ideas or feedback. I’m on [email protected].

Big Update #1: World-class inclusive and barrier-free education for all.

In the ever-evolving landscape of online education, accessibility is no longer a luxury—it's a necessity. InsightOne's recent integration with AccessiBe marks a significant leap forward in creating truly inclusive eLearning environments. Let's explore how this powerful partnership benefits our learners on the InsightOne platform.

  • Customizable Learning Experience The AccessiBe widget allows learners to tailor their learning environment to their needs. For example, learners can create a comfortable, personalized learning space by adjusting contrast for visual impairments or enabling keyboard navigation for motor difficulties.

  • Barrier-Free Access to Education For learners with disabilities, this integration removes many obstacles they typically face in online learning. Screen reader compatibility, closed captions, and keyboard navigation are features that make courses more accessible.

  • Improved Learning Outcomes When content is accessible, learners can focus on what truly matters—the material. This can lead to better understanding, retention, and application of knowledge, ultimately resulting in improved learning outcomes.

  • Inclusive Community Building Accessible courses foster a more diverse learning community. This diversity enriches discussions, broadens perspectives, and prepares all learners for success in our increasingly diverse world.

  • Lifelong Learning Opportunities For many learners with disabilities, inaccessible content has been a barrier to continuing education. The AccessiBe integration opens up new possibilities for lifelong learning and professional development.

InsightOne's integration with AccessiBe is more than just a feature update—it's a commitment to democratizing education. By making eLearning accessible to all, we're not just complying with standards but actively working to create a more inclusive, equitable learning landscape.

For learners, it means breaking down barriers to knowledge, personalizing their learning experience, and accessing educational opportunities that may have been out of reach.

In today's digital age, accessibility is not just about compliance—it's about connection. It's about ensuring that everyone, regardless of ability, has the opportunity to learn, grow, and succeed. With InsightOne and AccessiBe, we're proud to be at the forefront of this educational revolution. Join us in making education accessible to all.

Because when learning is inclusive, everyone wins.

Big Update #2: New Learning Pathways on InsightOne: Structured Growth for Investment Analysts

InsightOne has launched Learning Pathways, a powerful new feature designed to enhance the professional development of investment analysts. These curated learning journeys offer a structured approach to mastering complex financial concepts and skills essential in today's rapidly evolving markets.

Why Learning Pathways Matter?

In the dynamic world of investment analysis, staying ahead requires continuous learning and skill development. Learning Pathways provides a clear roadmap for analysts to acquire new competencies systematically. By organizing content into logical sequences, these pathways ensure that learners build a strong foundation before progressing to more advanced topics.

We just launched eight learning pathways that draw on over 2,000 digital assets and 4,000+ interactive questions:

  • Accounting and analysis

  • Fundamental valuation

  • Financial modeling

  • Data visualization

  • Advanced your thinking

  • M&A analytics and modeling

  • Private equity and LBO

  • The Investor’s Mindset

Our Learning Pathways are available as part of our Premium Plus subscription tier. If you’ve not signed up already - take advantage of our 14-day free trial. You haven’t got anything to lose! (link)

How does a Learning Pathway help you?

Each pathway is carefully crafted to optimize knowledge retention and practical application:

  1. Progressive Difficulty: Concepts build upon each other, gradually allowing analysts to tackle more complex subjects.

  2. Multi-format Content: Pathways incorporate diverse learning materials, including video lectures, interactive case studies, and real-world simulations.

  3. Skill Application: Regular instructor-led demos encourage immediate application of learned concepts to real investment scenarios.

  4. Checkpoint Assessments: Periodic evaluations ensure mastery of key concepts before advancing.

  5. Personalized Pacing: Analysts can progress at their own speed, balancing learning with work commitments.

Accelerated Learning through Focused Testing

The combination of structured learning pathways and our robust assessment system significantly accelerates the learning process for investment analysts:

  1. Targeted Reinforcement: Regular testing helps reinforce key concepts, improving long-term retention.

  2. Immediate Feedback: Assessments provide instant feedback, allowing learners to identify and address knowledge gaps quickly.

  3. Adaptive Learning: The system can adjust content based on assessment performance, focusing on areas that need more attention.

  4. Practical Application: Many questions are designed to mimic real-world scenarios, bridging the gap between theory and practice.

  5. Progress Tracking: Detailed performance analytics help learners and managers track progress and identify areas for further development.

InsightOne's Learning Pathways offers a structured, efficient, and accelerated route to professional growth for investment analysts seeking to enhance their expertise in fundamental analysis and investment thesis building. By combining curated content with focused testing, our platform ensures that analysts acquire knowledge and develop the practical skills necessary to excel in their field.

Download the InsightOne App
14-day free access

The InsightOne App is live and available for download on the App Store and Google Play.

  • 2,000+ digital assets

  • #1 ranked analyst-curated content

  • 4,000+ self-assessment questions

  • 8 structured learning pathways

  • World-class learning accessibility

  • Instant analyst-curated feedback from Geoff Robinson.

  • Android, iOS, and Desktop access

  • EdTech is core to our DNA

We have three subscription tiers for you - subscribe via the website and get 14 days of access for free:

Click on the App Store icons to download the App.

Highlights from the back catalog

Now that we’ve built a pretty extensive portfolio of digital assets, we can explore the vault and highlight a few programs you might have missed.

How do you set up a “Favourites” playlist on the App?

Now over 4,000….
Assess, learn & conquer

I’m starting to wonder when I can say we have the largest investment self-assessment platform on the planet. I’m getting more confident in saying we have the best platform. 4,000 questions - that’s one hell of an investment in time. By the way, we ain’t finished - this number will grow!

But it’s not the writing of the questions that’s key here. It’s the answer. No one learns anything knowing that the correct answer is B! We all need thorough explanations for the answers. So we have built questions without having to fall back on regurgitating CFA questions (Argh!) - we’ve built our questions by thinking hard about what you need to know and understand on the desk. And unlike most training organizations, we can do this because we’ve run these desks!!

What do Assess, Learn, and Conquer do?

  • Every assessment is unique and built for you.

  • Each question gets instantly marked, together with Immediate feedback from me.

  • Complete answer analysis and review are provided at the end of the assessment.

  • You’re on the clock.

  • Take the test again and again. Each time, we will generate a unique self-assessment for you.

    How do you find these self-assessments?

    • Firstly, you’ll need a Premium Plus subscription to get full access (we provide a free sampler across all of our subscription tiers):

    • They are in your “Learning Hub

    • Follow the “Assess, Learn, and Conquer” link on the App landing screen

    • Search “Assess” using any of the search fields

Want to talk about training and consultancy? Book some time with me

Do you want to discuss training or fundamental consultancy? Click here or on the image below to book a time that works for you.

Are you not signed up? I’ll keep you interested!

If you’ve been forwarded this note and want to subscribe (it’s free!), it’s an easy one-step process - click here or on the image below

Download the InsightOne App today, start your 14-day free trial, and unlock your learning potential. We're here to support you every step of the way.

Click this link to go straight through and sign up for Premium Plus.

Live as if you were to die tomorrow.
Learn as if you were to live forever.

Mahatma Gandhi

Clients do say the nicest things…

Learn something new: How do the numbers flow?

Download In-App content and consume offline.

With over 2,000 digital assets on the platform, the weight of the content can feel overwhelming. The platform's search functionality is excellent. But to simplify things, we have set up a screen listing all our digital programs by subscription. You will better know what you have access to!

Have you not downloaded the Apps yet?

The InsightOne App is live and available for download on the App Store and Google Play. Click on the images, and we will take you to the relevant App Store.