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.
A New World of ESG
Learn about ESG factors, Corporate Social Responsibility, as well as SRI trends in the age of COVID-19.
Trading Securities
Become proficient in all aspects of share trading from Traders Attitude to Market Making to Order Execution & Settlement.
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?
- Types of risk (1:20:18)
- Economics (1:05:14)
- Cash Flow Intro (22:00)
- Financial Ratios (16:00)
- Tangible Asset Evaluation (4:34)
- Analyzing Dividends and Distributions (6:07)
Value of your security is impacted by a range of factors:
- Trading securities (1:47:08)
- Real options are valuable (2:06)
- Weighted Average Cost of Capital (WACC) (26:00)
- Relative Valuation (29:00)
- Valuation metrics for Securities (5:30)
- Efficient Market Hypothesis (EMH) (7:11)
- Leverage impact on Stock Valuation (2:47)
Did the analysis thoroughly incorporate conservation of the natural world, consideration of people and relationships, and standards for running a company?
- Suitability (1:38:31)
- Corporate Governance (21:00)
- A New World of ESG (1:00:50)
Make your presentation shine:
Not quite sure which path is for you?
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
