Burridge CU- Boulder Business School

CFA Education and Resources

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CFA Exam Preparation Resources

  • 300 hours
    Blog focusing on CFA preparation, the difficulties of studying, and including many links to other good practice exams and materials.
  • Elan Guides
    Excellent study notes, guides, and practice exams.
  • Kaplan Schweser Study Materials
  • Stalla Mobile CFA Review
    Study materials for for mobile devices.
  • Analyst Forum - CFA
    The largest and most active CFA message board. Great for finding help to an End of Chapter (EOC) problem.
    • CFA Institute Resources and Scholarships

      CFA Institute Research Challenge

      2015-2016 CFA Institute Research Challenge

      DaVita, an amazing locally based company, will participate as the subject company of this year research challenge. DaVita Healthcare Partners, Inc. is one of the largest kidney care companies in the United States. It has market cap of $16.5 billion.

      See links below for more information

      CFA Society - Investment Research Challenge Page

      CFA Society - Teams Page

      To register as a student, click here.

      To register as an Academic Advisor, Industry Mentor, Grader, or Judger click here.

      Important Events

      • Kick Off Session

        September 21, 5-7pm, KOBL 210

      • Corporate Presentation by DaVita

        November, Date and Time TBD

      • Questions to the Company

        December 1, Questions due by 11:59 pm

      • First Draft Due to Mentors

        December 19, Due by 11:59 pm

      • Last Day to add students to team

        December 31, 11:59 pm

        Last Day to add students to team

      • Final Report, PowerPoint Slide Presentations, and Resumes must be submitted

        January 16, Due by 11:59 pm

      • Grading Research Reports

        January 17-23, 2016

      • Welcome Back Happy Hour

        January 21, 2016, 5-8pm

      • Final Presentations

        January 25, 2016, Denver Country Club

        1. Check-in: 3-4 pm (refreshments and appetizers)
        2. Presentations: 4-7:30 pm
        3. Calculating scores and determining the winner of the Local Research Challenge: 7:30-8:30 pm
        4. Cocktail hours continues until 9 pm
      • Regional Final

        April 2016, Hilton Hotel in Chicago

      • Global Final

        April 2016, Hilton Hotel in Chicago

      CFA Challenge, 27 January 2015
      CU-Boulder Leeds team takes first place in the Colorado-Wyoming region

        The universities below competed at the Local Colorado Competition (in alphabetical order):
      • Colorado School of Mines
      • Colorado State University
      • Metropolitan State University of Denver
      • University of Colorado Boulder
      • University of Colorado Denver
      • University of Denver
      • University of Northern Colorado
        • Each university team consisted of three-to-five students who will present their analysis and buy/sell/hold recommendations on Charles Schwab Corporation (SCHW) to a panel of distinguished judges. Their presentation at the Local Colorado and Wyoming Final is the culmination of months of research; interviews with company management, competitors, and clients; and presentation training.
          This year’s CFA Institute Research Challenge was hosted by CFA Society Colorado and sponsored by Kaplan Schweser and FactSet.
            CU-Leeds was represented by a five-person team, supervised by prof. Jerry Madigan: (alphabetically) Rick Brubaker, Alex Dragten, Marshall Leng, John Maslin, and Everett Randle. The team took first place in the Colorado-Wyoming region, delivering an outstanding presentation, see footage below.

      2015 CFA Institute Research Challenge

      • Every year, CU-Leeds selects one team to represent the school at the CFA Research Challenge Competition.

      • Flyer with event information
      • Learn more
        CFA Institute information regarding the CFA research challenge.

        • CFA Challenge Kick Off Session on September 30

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