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

CFA Society Slovenia Research Challenge

CFA Society Slovenia (its legal predecessor ZSFS before June 2015) started organizing local level of CFA Research Challenge competition in 2012/2013 season with subject company Gorenje Group, followed by Valamar holding, Petrol, Podravka, Pozavarovalnica Sava, Krka, Cinkarna Celje and Luka Koper (2023/2024). Until 2019/2020, faculties from three countries participated: from Slovenia, Croatia and North Macedonia. After the establishment of the CFA Society Croatia, faculties from Slovenia and North Macedonia remained part of this local level. The winner of local finals advances to the next round of competition. 

Local finals event for season 2023/2024

Local finals event for season 2022/2023

Local finals event for season 2021/2022

Join the Research Challenge

If you are a faculty from Slovenia or North Macedonia, you can join the Research Challenge. Each faculty is allowed to designate two teams for this competiton.

Participating Universities in 2023/2024 season:

  • University of Ljubljana
  • University of Maribor

Winning team season 2023/2024

For more information, contact us at:

[email protected]