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Financial Research and Learning Lab


Why HeadStart?

This is your chance to learn how to write a research report meeting industry standards!

Target Audience

This program is geared towards students who are interested in:


As a participant in the CFA Institute's University Affiliation Program, the University of Ottawa embeds a significant portion of the CFA Program Candidate Body of Knowledge (CBOK)—including the Code of Ethics and Standards of Professional Conduct—into its curriculum.  And every year, uOttawa teams register to the CFA Societies Canada Ethics Challenge and the CFA Institute Research Challenge

Whether it's for your personal development or to prepare for these two competitions, we invite you to participate in the Lab's HeadStart Program.  The program is aligned with the CBOK, and units 2 - 5 show how to work the corresponding CFA Institute Research Challenge report sections.

Unit 1 | Overview, Industry Standards & Regulation



Unit 2 | Market, Sector & Industry Analysis



Unit 3 | Screening, Comps & Financial Analysis