Research Challenge

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CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual global competition that connects university students with investment professionals from within the CFA Society® network. The competition provides students with hands-on mentoring and intensive training in financial analysis and ethics and tests participants' analytical, valuation, reporting writing, and presentation skills.

Members of our society, along with a faculty advisor and an industry mentor, work with teams of students to value a stock, write a research report, and present their recommendations. Teams then compete with peers from other schools at local-level competitions organized and judged by CFA Society members and volunteers. The winning university team(s) from each local competition then advances to see who will become the sub-regional, regional, and global champions. 

Learn more and read FAQs See the schedule and get involved

Southern Ohio Research Challenge

CFA Columbus is proud to be partnering with CFA Cincinnati and CFA Dayton for the 2023 Research Challenge.

Local Finals are being held on February 24, 2023 at Sheraton on Capitol Square. We wish all four teams presenting lots of luck!

2024 Research Challenge

Interested in being part of the 2024 Research Challenge? Click on the button below to e-mail the Research Challenge team.

Research Challenge Team