Research Challenge

Screenshot_2023-01-13_at_4_34_50_PM.png

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

Local Research Challenge/Teams

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytic, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.

This year 15 teams competed at the Research Challenge 2023 supported by CFA Society Hartford, CFA Society Providence, & CFA Society Stamford.

Participating Universities included:

Bryant University 
Central CT State University
Eastern CT State University
Providence College 
Sacred Heart University
Trinity College
UCONN - Stamford
UCONN - Storrs
University of Hartford
University of New Haven
Yale University


This year's subject company is Kaman Corporation.

The Local finals took place on February 28th. Thank you to all the teams that have competed in our 2023 Research Challenge and a congratulations to the team from Sacred Heart University on their success  in advancing beyond the local Research Challenge competition to the sub-regional round.