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Take Your Research Challenge Team to the Next Level

Understand the Concepts Needed to Succeed in Research Challenge


Refresh your understanding of the complex topics and skills you need to succeed in CFA Institute’s Research Challenge. Our instructors’ expertise ranges in exam prep for the Chartered Financial Analyst® exams, Securities Licensing, and CFP® certification. In addition to the technical knowledge required to make it through each round, our experts provide tips and tricks for soft skills such as public speaking and effective teamwork.

If you are interested in starting your journey to earning the CFA® Charter, CFP® Certification, CAIA® Charter, FRM® Designation, or a Securities license, all exam prep is available to you at a 15% discount on our portal.

Featured Videos

Cash Flows Fundamentals

Cash Flow is one of the most important metrics in finance. This lesson helps you with the Financial Analysis section of your report.

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A New World of ESG

Learn about ESG factors, Corporate Social Responsibility, as well as SRI trends in the age of COVID-19.

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Trading Securities

Become proficient in all aspects of share trading from Traders Attitude to Market Making to Order Execution & Settlement.

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Video Topics by Research Challenge's Areas of Focus

Guidance, direction, suggestions, and feedback tools from Kaplan:

Does your analysis of the industry, company, and competitors include these insights?

Did the analysis thoroughly incorporate conservation of the natural world, consideration of people and relationships, and standards for running a company?

Not Quite Sure Which Path Is For You?

Download our free eBooks and receive insights and direction from professionals who have been in your shoes:

Before You Decide to Sit for the CFA® Exam

Before You Decide to Sit for the CAIA® Exam

Before You Decide to Sit for the FRM® Exam

Launching Your Securities Career

Is CFP Certification Right for You?