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

Research Challenge

Learn More About the Southern Classic Research Challenge

CFA Society Alabama is proud to sponsor the annual CFA Institute Research Challenge as a partner in CFA Society Atlanta's annual Southern Classic Research Challenge. Through the Research Challenge college students are able to gain valuable financial markets experience while representing their respective universities in competition.

If you are interested in volunteering as a team mentor, a grader of submissions, or if you would like to register a team please email [email protected]

"I can't come up with a better learning experience than putting in the work required to prepare an investment case for the CFA Research Challenge, presenting it, and then getting feedback on it from highly accomplished investment professionals. We look forward to participating every year."

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John Heins Director, Fitzpatrick Center for Value Investing (The University of Alabama) 

 

"It’s a great opportunity for students to get real world, hands-on experience researching, analyzing and valuing a public company.  Multiple benefits include the opportunity to compete with students across the globe, work in teams, develop written and oral communication skills, develop practical financial analysis skills and knowledge and to learn from an industry mentor and their faculty advisor."

 

- Rusty Yerkes, PhD, CFA (Samford University)