Upon invitation from CFA Society Poland, local universities assemble teams of 3 to 5 persons each.
Under guidance of a mentor, students write an equity research report on
a publicly traded company, and present their findings to a
distinguished panel of experts. The teams are judged on their written
reports and the accompanying presentations and a winner is selected.
The competition has three levels:
local, regional and global. Winners at the local level advance to
compete against Teams within their geographic (EMEA) region at the
regional level. Winning Teams at the regional level advance to compete
at the global level. One Team is designated the ultimate winning Team at
the global level.
Every member of the winning team in local final receives a CFA scholarship
the winner will advance to the EMEA and possibly even Research
Challenge Finals. Throughout the competition, CFA Society Poland
investment professionals volunteer as mentors and judges and teach these students best practices in equity research and corporate analysis.
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