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: