CFA Institute Research Challenge hosted by

CFA Society South Africa

The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world's top finance programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.  

The Challenge gathers students, investment industry professionals, public ly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition. Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct. 

The CFA Society South Africa is proud to host the 10th Annual local level of the CFA Institute Research Challenge in CFA Society South Africa.


Participating Universities

University of JohannesburgUniversity of Pretoria
University of StellenboschUniversity of South Africa
University of the Free StateUniversity of Limpopo
University of Cape TownUniversity of Kwazulu-Natal
University of NamibiaUniversity of the Witwatersrand
University of Fort HareUniversity of Zululand


Official Rules


Subject Company

Our thanks to TONGAAT HULETT who are the 2018/2019 Subject Company.



Schedule of Events

EMEA Regional

 Week of 8 April 2019

Zurich, Switzerland

Global Final

 Week of 21 April 2019

New York, USA


Volunteer Opportunities

Industry Mentor: hands on work with university student

Report Grader: review and grade student research reports

Presentation Judge: listen to and critique student stock recommendations


To all Volunteers: 

We are so grateful to you who offered your services volunteering as mentors, graders and Judges.

Contact Ann Marie Wood to Get Involved


Contact Ann Marie Wood  

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