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Basic Question 1 of 2

Elements that are unique in the initial company research reports and not in the subsequent ones are:

I. industry overview and competitive positioning
II. financial analysis and model
III. valuation
IV. ESG considerations

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I passed! I did not get a chance to tell you before the exam - but your site was excellent. I will definitely take it next year for Level II.
Tamara Schultz

Tamara Schultz

Learning Outcome Statements

describe the elements that should be covered in a thorough company research report

CFA® 2025 Level I Curriculum, Volume 3, Module 5.