Student preparation
Student participants can use these free resources from CFA Institute and our sponsors to help them from preparation through presentation.
Tips for success
Prepare
- 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 tools, including:
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)
Network and notify
- Display your CFA Institute Research Challenge participation (PDF) on LinkedIn
- Join our online communities to network with current and past students:
Environmental, Social, and Governance (ESG)
CFA Institute has many resources on the ESG Investing and Analysis page.
Highlights:
LSEG
Access 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 LSEG’s terms and conditions will receive an email from LSEG with their login details for the Workspace for Students platform.
For any concerns you have with Workspace, please contact CFA Institute.
This video gallery includes videos on the following:
- Introducing LSEG Workspace for Students
- Installing Refinitiv Workspace & Web Access
- LSEG 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