Student Preparation

Student participants can use these free resources from CFA Institute and our sponsors to help them from preparation through presentation.

Refinitiv

Using Eikon Web from Refinitiv

• Eikon Web Access Login Page
  
  Please note: Gaining access to Eikon is contingent on successful registration for the CFA Institute Research Challenge. Students will receive a welcome email which will contain a claim link. Once a student has claimed their access by agreeing to Refinitiv’s terms and conditions, they will receive valid Eikon login credentials.

Learn the Basics

• About Eikon
• Getting Started with Eikon
• Using Eikon Web
• Working with Layouts
• Managing the Eikon Workspace
• Quick Start Guide to Eikon Web (PDF)

Self Help

• Forgot Password
• Subscribing and Managing Alerts in Eikon

For any concerns you have with Eikon, please contact CFA Institute (researchchallenge@cfainstitute.org)

CFA Institute

• 

  Researching the Subject Company

  • Best Practices for Equity Research Analysts, Chapter 20: Essentials for Buy-Side and Sell-Side Analysts (PDF)
  • After the Credit Crisis: Transparency and Other Issues in Financial Statement Analysis
  • Financial Analysis — How to Spot Red Flags
  • How to Read a 10-Q
  • Relative Valuation: Improving the Analysis and Use of Multiples
  • Financial Shenanigans: How to Detect Accounting Gimmicks and Fraud in Financial Reports

• 

  Developing Your Report

  • Equity Research Report Essentials (PDF)
  • How to Improve Your Investment Writing
  • Standard I(C) Misrepresentation
  • Challenging Industry Norms: What Do Financial Reports Really Report?

• 

  Presenting Your Work

  • Dress for Success: Tips on Competition Attire and Presence
  • Effective Presentations: How to Put Your Best Foot Forward
  • Ending with Confidence: Acing the Q&A Session