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
For any concerns you have with Eikon, please contact CFA Institute (researchchallenge@cfainstitute.org)
CFA Institute
Learning about 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. CFA Institute has many resources on the ESG Investing and Analysis page.
Highlights:
-
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
