Research Challenge Educational Resources

Student participants can use these free resources to help them from preparation through presentation.

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