CFA Research Challenge (5 cr)
Code: HB00BY64-3001
General information
- Timing
-
09.01.2023 - 31.03.2023
Implementation has ended.
- Number of ECTS credits allocated
- 5 cr
- Local portion
- 2 cr
- Virtual portion
- 3 cr
- Mode of delivery
- Blended learning
- Unit
- School of Business
- Teaching languages
- English
- Teachers
- Shabnamjit Hundal
- Course
- HB00BY64
Evaluation scale
0-5
Content scheduling
From November to March of the following year
Objective
The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.
Content
Several topics related to:
Quantitative Methods
Economics
Financial Reporting and Analysis
Corporate Finance
Equity Investments
Fixed Income
Derivatives
Alternative Investments
Portfolio Management
Wealth Planning
Materials
Various types of learning material including lecture slides, spreadsheets and videos are provided by both Project Lecturer (JAMK) and CFA Institute
Teaching methods
Workshops, Group reports, Presentations
Exam schedules
The project competition is held once a year and at various levels by CFA Institute.
International connections
Interactions with project participants and organizers at the international level.
Student workload
Self-study =25 hours
Group work = 50 hours
Report writing = 30 hours
Discussion and Presentations= 20 hours
Feedback and seminars = 10 hours