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Student Preparation

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

PGIM

Environmental, Social, and Governance (ESG)

New in the 2020-2021 competition season, teams are required to incorporate ESG into both their written report and presentation. Our Global Gold Sponsor, PGIM, has created an ESG resource page for Research Challenge participants. Visit their page to learn more about ESG in investing.

Refinitiv

Using Workspace for Students from Refinitiv

  • Workspace for Students

    Please note: Gaining access to Workspace 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 Workspace login credentials.

Learn the Basics

Self Help

Training Video Gallery

This video gallery includes videos on the following:

  • Introducing Refinitiv Workspace for Students
  • Installing Refinitiv Workspace & Web Access
  • Refinitiv Workspace - Basic Navigation (Web Access)
  • Maximize Searching (Web Access)
  • Working with Layouts (Web Access)
  • Settings (Web Access)
  • Working with Charts
  • Retrieving data to Excel Using the Formula Builder
     

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

CFA Institute