Educational Resources

CFA Institute Research Challenge > Educational Resources

Publications

Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts

Book by James J. Valentine, CFA

List of resources compiled by the Indian Association of Investment Professionals for CFA Institute Research Challenge participants.

Equity Asset Valuation, Second Edition

Book by Jerald E. Pinto, CFA; Elaine Henry, CFA; Thomas R. Robinson, CFA; and John D. Stowe, CFA

Plagiarism versus Copyright Infringement: When Attribution Isn’t Enough

Article written by Dorothy Kelly, CFA from CFA Magazine

Writing Sell Side Research – Information sources

List of links and advice for researching public information from the Indian Association of Investment Professionals

Multimedia Resources

Podcasts

Dress for Success: Tips on Competition Attire and Presence

Brian Stype, director of the CFA Institute Research Challenge, interviews Susan Mach on how to dress for a successful presentation.

Presentation Techniques for a Challenging Presentation Environment

Audio podcast from CFA Institute

Ending with Confidence: Acing the Q&A Session

In this podcast, Brian Stype, Director of the CFA Institute Research Challenge, interviews Susan Mach on how to engage in the Q&A session with confidence. Topics in this podcast include teammate interaction, working with supplemental slides, and general demeanor.

Challenging Industry Norms: What Do Financial Reports Really Report?

Audio podcast from CFA Institute

How to Ask Questions to Management

Article and podcast from the Indian Association of Investment Professionals

Effective Presentations: How to Put Your Best Food Forward

Brian Stype, director of the CFA Institute Research Challenge, interviews Susan Mach on how to best prepare for and execute an effective presentation.

Presenting and Defending Your Recommendation

In this podcast, Brian Stype, Director of the CFA Institute Research Challenge, interviews Susan Mach on preparing for and giving an effective presentation. Topics in this podcast include familiarizing yourself with the presentation space and equipment, preparing for worst-case scenarios, interacting with your teammates, and more.

Video/Webcasts

After the Credit Crisis: Transparency and Other Issues in Financial Statement Analysis

Audio podcast from CFA Institute

Financial Analysis—How to Spot Red Flags

Video webcast from the CFA Society of Singapore

How to Read a 10-Q Like an Investment Professional: Sequel to Wal-Mart Analysis Webcast

Audio webcast from CFA Institute

How to Write a Research Report: A Buyside Perspective

Video seminar from Rice University and the CFA Societies of Texas

How to Write a Research Report: A Sell Side Perspective

Video seminar from Rice University and the CFA Societies of Texas

Improving Your Presentation Skills