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Global Investment Research (SFI)

Description

Prerequisites

Master students can take the course if they have passed “Accounting”, “Financial Statement Analysis” and “Corporate Finance”. A basic knowledge of accounting and valuation is required to successfully participate in this course.

Objectives

The goal of the CFA Institute Research Challenge is to gather together university students, investment industry professionals, and representatives from a publicly traded company for local, regional, and global competition. This annual educational initiative promotes best practices in equity research through mentoring and intensive training in company analysis and presentation skills.

Description / Program

The CFA Research Challenge is composed of university teams of 3-5 students mentored by a professor and industry professionals in writing an equity research report on a publicly traded company. The teams present their findings to a panel of experts.

Learning Method / Style of Lessons
Mentored self-study, writing of a report, occasional lectures, student presentations.

Exam Style

Research report (written) and presentation (oral) in front of an expert jury. Both parts count 50% of the final grade.

Readings/Textbooks

Equity Asset Valuation (CFA Institute Investment Series) by Jerald E. Pinto et al.

https://www.cfainstitute.org/en/societies/challenge/student-preparation

People

 

Nowak E.

Course director

Reynolds J. E.

Course director

Seistrajkova B.

Course director

Additional information

Semester
Fall
Academic year
2018-2019
ECTS
6
Language
English
Education
Master of Science in Economics in Banking and Finance (until A.Y. 2017), Elective course, Elective course, 2nd year

Master of Science in Economics in Finance (until A.Y. 2017), Elective course, Elective course, 2nd year