Educational Resources
Student participants can use these free resources to help them from preparation through presentation.
CFA Research Challenge’s official rules
Presentations from Previous Champions
Previous Research Challenge World Champions & Presentations
Previous Research Challenge Vietnam Champions & Written Reports
Preparing for the Project
Ethics Course Module 2: Standard II — Integrity of Capital Markets
Online learning module from CFA Institute
Ethics Course Module 3: Standard III — Duties to Clients
Online learning module from CFA Institute
Ethics Course Module 6: Standard VI — Conflicts of Interest
Online learning module from CFA Institute
Ethics Course Module 7: Standard VII — Responsibilities as a CFA Institute Member or CFA Candidate
Online learning module from CFA Institute
Researching the Subject
Best Practices for Equity Research Analysts
Webcast from CFA Institute
Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts
Book from Mc-Graw Hill
Equity Asset Valuation, Second Edition
Book from CFA Institute Investment Series
How to Ask Questions to Management
Article and podcast from the Indian Association of Investment Professionals
After the Credit Crisis: Transparency and Other Issues in Financial Statement Analysis
Audio podcast from CFA Institute
Financial Analysis — How to Spot Red Flags
Video webcast from the CFA Society Singapore
How to Read a 10-Q
Audio webcast from CFA Institute
Relative Valuation: Improving the Analysis and Use of Multiples
Video webcast from CFA Institute
Financial Shenanigans: How to Detect Accounting Gimmicks and Fraud in Financial Reports
Webcast from the 2010 CFA Institute Annual Conference
Developing Your Report
Equity Research Report Essentials (PDF)
A how-to guide developed by CFA Institute
CFA Institute Industry Guides
Industry-specific overviews developed by CFA Institute
How to Improve Your Investment Writing
Post from Enterprising Investor blog
Plagiarism versus Copyright Infringement: When Attribution Isn’t Enough
Article from CFA Magazine
Challenging Industry Norms: What Do Financial Reports Really Report?
Audio podcast from CFA Institute
SEC’s Release on Incorporating IFRS into the U.S. Financial Reporting System: Investor Considerations
Audio webcast from CFA Institute
Presenting Your Work
Dress for Success: Tips on Competition Attire and Presence
Audio podcast from CFA Institute Research Challenge
Presentation Techniques for a Challenging Presentation Environment
Audio podcast from CFA Institute
Presentation Skills for Investment Professionals
Video webcast from CFA Institute
Ending with Confidence: Acing the Q&A Session
Audio podcast from CFA Institute Research Challenge
Effective Presentations: How to Put Your Best Foot Forward
Audio podcast from CFA Institute Research Challenge
Presenting and Defending Your Recommendation
Audio podcast from CFA Institute Research Challenge
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