Student Preparation

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

Using Eikon Web from Refinitiv

• Eikon for Web Access Login Page

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)

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