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Email Guidelines

Because CFA Institute sends emails from a variety of sources, it is important to ensure that they are all formatted consistently. Also, because of the limited rendering capabilities of most email clients, it is important that HTML embedded in emails is kept simple. This is also the only place we should be using inline styles, since we can't always depend on email clients connecting to external css.

Consider the below example from the CFA Institute Research Challenge:

CFA Institute

Hello <FirstName LastName>,

Your application for the CFA Institute Research Challenge — <Local RC> has been submitted.

Your registration marks the beginning of your journey in the world's most elite student equity research competition. Along with students from around the globe, your team will compete for a chance to travel to one of the three regional competitions hosted by CFA Institute. View the full competition schedule.

Questions about the competition?

Your local host will be able to answer any questions you have about local due dates and competition schedules. CFA Institute also provides many resources for teams competing, and we recommend bookmarking this page so you can easily access it throughout the competition.

For general information, visit the Research Challenge page. The team at CFA Institute is happy to answer any questions you have regarding the regional and global levels of competition, as well as any questions about CFA Institute products and services.

Welcome to the CFA Institute Research Challenge!

CFA Institute

Thank you to our Premium Sponsors for their ongoing support of the CFA Institute Research Challenge.

© 2021 CFA Institute. All rights reserved.
915 East High Street
Charlottesville, VA 22902 USA

Contact us


<section style="background:#fff;padding:2rem;font-family:Arial,sans-serif">
    <h1 style="margin:0;" aria-role="banner"><img src="/Content/img/2x/logos/cfa-logo.png" alt="CFA Institute" width="200px"/></h1>
    <br />
    <div style="border-bottom:1px solid #ccc;margin-bottom:1.5rem;" aria-role="main">
    <div style="overflow:hidden;">
        <div style="width:50%;float:left;">
            © 2021 CFA Institute. All rights reserved.<br />
            915 East High Street<br />
            Charlottesville, VA 22902 USA<br /><br />
            <a href="#">Contact us</a>
        <div style="width:50%;float:left;">
            <a href="#"><img src="/Content/img/sprites/icon-twt.png" alt="CFA Institute" style="margin-right:1rem;" />Research Challenge on Twitter</a><br />
            <a href="#"><img src="/Content/img/sprites/icon-li.png" alt="CFA Institute" style="margin-right:1rem;" />Research Challenge on LinkedIn</a><br />
            <a href="#"><img src="/Content/img/sprites/icon-ins.png" alt="CFA Institute" style="margin-right:1rem;" />Research Challenge on Instagram</a><br />
            <a href="#"><img src="/Content/img/sprites/icon-fb.png" alt="CFA Institute" style="margin-right:1rem;" />CFA Institute on Facebook</a>

No documentation needed at this time.