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

Atlantic Islands Research Challenge

CFA Society Barbados has partnered with the University of the West Indies to field a team of students to participate in the Research Challenge over the last five years.  Most of the teams have made it through to the second and third rounds.  Our most successful team made it into the Americas Semi-finals, finishing runners-up.

Join the Research Challenge!

For more information about the Research Challenge and for volunteering opportunities, please contact us at [email protected].