Congratulations on your participation in this exciting educational initiative. We hope you’ll find this experience both professionally and personally rewarding.
- If you don’t already have a cfainstitute.org account, please create an account using your personal (not university) email address.
- Read the Official Rules (PDF)
- Review the Participation Agreement (PDF)
- Commit to follow the Code of Ethics and Standards of Professional Conduct
- Review recommended readings and multimedia
Research and Write Your Report
- Familiarize yourself with the official competition requirements for your written report (PDF)
- Read the written report essentials (PDF) to find out what you should include under each heading
- Submit your report using the required, official competition cover pages (DOCX)