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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.

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 have the ability to request access to the platform during registration. Access granting may take a few weeks after registration is completed. Students who have requested access by agreeing to Refinitiv’s terms and conditions will receive an email from Refinitiv with their login details for the Workspace for Students platform.

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 ([email protected]).

CFA Institute

Environmental, Social, and Governance (ESG)

CFA Institute has many resources on the ESG Investing and Analysis page.

Highlights: