CFA Society Cincinnati

A Member of the CFA Institute Global Network of Societies


The CFA Institute Research Challenge offers students the unique opportunity to develop and present an equity research report and compete on a global basis. Students will learn from leading industry experts and their mentors and peers from the world's top business schools. This annual educational initiative is designed to promote best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

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

The CFA Societies of Cincinnati, Columbus and Dayton Ohio will host the Local Finals of the CFA Institute Research Challenge. Teams of three to five students from Ohio’s leading universities and business schools will compete for a place in the sub-regional final taking place in March 2022​. The successful team will then compete in the Regional Semifinal in April, with the top 5-6 teams competing virtually in the Regional and Global Finals on May 17, 2022.

Thank you to our Local Research Challenge Sponsor!

Congratulations to the University of Cincinnati team - 2019 Local Research Challenge Finals Winners

cfa research challenge picture (1).jpg

​Pictured from Left to Right: Brian Kute (Industry Mentor)Rudranil GhoshGarrett WayneEmilia ConnorKristen CurtissMichael Neugent (Faculty Advisor)



October 8, 2021 - ​Kick-Off Meeting 

October 22, 2021 - ​All students must be registered. Please make sure your teams are aware of this. 

November 5, 2021 - Company Presentation

  • Location:  TBA

 December 10, 2021 - Written Report 1st Draft Due (not scored)

January 21, 2022- Written Reports Due by 11:59 PM

Feburary 25, 2022 - Local Finals

  • Location: Virtual

March 2022 ​- Subregional Final


Week of April 4, 2022 - Regional Final (Virtual)

May 17, 2022- Global Final

  • Location: New York City

​Click Here for more information.

Click Here to download the official rules.

​Contact CFA Cincinnati Research Challenge Chair, Soniya Shah, CFA.