Introduction

CFA Institute Research Challenge

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CFA Institute & CFA Charter

May 2015

CFA Institute is the global association of investment professionals that sets the

standard for professional excellence and credentials.

The organization is a champion for ethical behavior in investment markets and a

respected source of knowledge in the global financial community.

The end goal: to create an environment where investors’ interests come

first, markets function at their best, and economies grow.

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Putting Investors' Interest First

CFA Institute has more than 123,000 members in 145 countries dedicated to

shaping an investment industry that serves the greater good. They work in a

wide range of specialties, including wealth management, equity analysis, and

portfolio management.

One of the most important components of this global community of CFA

charterholders is the network of local member societies that work with both

candidates and members in specific locations around the world.

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A Global Network of Charterholders

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Top Employers Globally

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CFA Institute Research Challenge

May 2015

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Mission

Promote the Ethics and Best practices

in research among the next generation

of analysts through hands-on mentoring

and intensive training in company

analysis, presentation skills and the

CFA Institute Code of Ethics and

Standards of Professional Conduct.

CFA Institute Research Challenge

• How is it organized?

- Worldwide intercollegiate competition between teams of students

- Organized by local CFA Institute volunteers – usually through CFA member societies

- At least 4 teams of 3-5 students participate

• What does it involve?

- Analysis of a publicly-traded company

- Interviews with company management

- Mentoring by a CFA charterholder

- Research report writing

- Presentation of research

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What is the CFA Institute Research Challenge?

Benefits to students:

• Learn best practices in research report

writing, presenting to top financial

professionals

• Access and exposure to top industry

professionals

• Professional report and experience to use on

resume/CV and job interviews

• Team prizes, opportunity for travel

• Network of over 15,000+ students and

2,300+ volunteers worldwide

Benefits to universities:

• Gain global exposure

• Gain international media attention

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Local Regional Global

CFA Institute Research Challenge

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Research Challenge Events

Kick-off Meeting

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The 1st Seminar on Company Analysis

2011-12: Vietnam Dairy Products JSC (HOSE: VNM)

2012-13: DHG Pharmaceutical JSC (HOSE: DHG)

2013-14: The Southern Rubber Industry JSC (HOSE: CSM)

2014-15: Mobile World Investment Corporation (HOSE: MWG)

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Subject Company Information Session

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The 2nd Seminar on Bloomberg Training

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The 3rd Seminar on Presentation Skills

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Local Final – Presentation session

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Regional Level: Hong Kong, Kuala Lumpur,

Singapore, Philippines

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Hanoi

1. Banking Academy

2. Foreign Trade University

3. Hanoi University

4. National Economics University

5. University of Economics &

Business

6. Academy of Finance

Ho Chi Minh City

1. Banking University

2. International University

3. RMIT International University

4. University of Economics

5. University of Economics &

Laws

6. Vietnamese Germany

University

7. Hoa Sen University

CFA Institute Research Challenge in Vietnam

2015 - 2016

List of the Potential Universities

Da Nang

1. University of Economics

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Important Timelines 2015-2016

Event Date Location

Deadline for University Application August 28, 2015 Online application

Kick-off Meeting &

1st Seminar: Company Analysis September 12, 2015 Hanoi/Danang/HCMC

2nd Seminar: Bloomberg training September 16, 2015 Hanoi/Danang/HCMC

Subject Company Information September 26, 2015 Hanoi/Danang/HCMC

Submission of Report September 26, 2015 Hanoi/Danang/HCMC

3rd Seminar: Presentation Skill &

Announcement of 4 winning teams November 14, 2015 Hanoi/Danang/HCMC

Local Final - Panel Presentation December 12, 2015 HCMC

Asia Pacific Regional & Global Final April 13-15, 2016 Chicago, IL, USA

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Host Information

cfainstitute.org/community/challenge - Global level

researchchallenge.vn - Local host

facebook.com/researchchallengevietnam

Ho Chi Minh City & Da Nang

Hoang Minh Thang - Head coordinator

Email: thangydc@gmail.com

Lam Vu Nhu Kieu - University coordinator

Email: lvmkieu@gmail.com

Ha Noi

Nguyen Ba Huy, CFA - General Coordinator

Email: bahuy.nguyen@gmail.com

Ly Lam Duy, CFA - University Coordinator

Email: lylamduy@gmail.com