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

Local Research Challenge

This year was the 14th year that CFA Society Baltimore and CFA Society Washington, DC, have partnered to co-host our local CFA Research Challenge. Our largest competition yet, twelve teams from Loyola University, Morgan State University, University of Maryland, Johns Hopkins, George Mason University, Salisbury, Stevenson University, Old Dominion University, Towson University, and Dickinson College participated. Thank you to Franklin Resources for being this year's local subject company.

Congratulations to this year's winning team, Johns Hopkins University, Washington DC!