CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies

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 University Outreach

University of Delaware Wins CFAP Research Challenge

Congratulations to the University of Delaware for winning the 2017 defeating ​three other teams in the local finals event.  The finals event was held a the Union League of Philadelphia on February 15.​​.

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a stock from a publicly traded company.  Each team produces an initiation-of-coverage report on their assigned stock with a buy, sell, or hold recommendation.  The four teams with the highest scores presented their thesis to a panel of judges.​

The other three finalist teams were from Villanova University, Philadelphia​ University and Elizabethtown College.

The University of Delaware team will travel to Seattle in April to compete in the Americas Regional competition.  Best of luck to the UD te​am!

RC Winners UD 2017.jpg

​​The University of Delaware Research Challenge Team pose under a portait of Abraham Lincoln at the Union League.

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The University of Delaware team with Professor Rich Jakotowicz, CFA​ (left), CFAP Member Volunteer Steve Dolce, CFA, and Sean Heberling, CFA, CFAP Research Challenge Committee Chair 


CFA Society Philadelphia​​

Mission Statement 

To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.

Vision Statement:​

We aspire to a Society that:

serves our members and other financial professionals who seek education, knowledge, professional development, connection and inspiration;

​sets the standard among Philadelphia-area investment and financial professionals on the topics of ethics and excellence of practice.


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