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

Become Part of the Global Challenge

Our local society is always on the look out for university students keen on flexing their nascent investment skills. Reach out to us to learn how to form teams and encourage your institution to mentor and guide you as part of this worldwide opportunity.