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 Spokane Research Challenge

Past Competing Schools:

Eastern Washington University - Washington State University - University of Idaho - Whitworth - Whitman - Montana State University - University of Montana - Gonzaga

Previous Winners and Subject Company: 

2022 Whitworth (New Jersey Mining $NJMC)

2021 College of Idaho (Key Tronic $KTCC)

2020 Whitworth (Banner Bank $BANR)

2019 Whitworth (Itron Inc $ITRI)

Here is a video of the Whitworth University Students presentation from the 2022 Research Challenge.

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Thanks to Kaplan Schweser for supporting our Research Challenge!