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

Participating Colleges & Universities

  • Embry Riddle Aeronatical University
  • Florida Atlantic University
  • Florida Gulf Coast University
  • Florida International University
  • Florida Southern College
  • Florida State University
  • Jacksonville University
  • Lynn University
  • Rollins University
  • ​Stetson University
  • University of Central Florida
  • University of Florida
  • University of Miami
  • University of North Florida
  • University of South Florida
  • University of Tampa

Each Research Challenge season leverages the efforts of more than 3,500 member volunteers from 140 CFA Societies and 5,000+ students attending from 1,000+ colleges and universities!

Jax Research Challenge Slideshow

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