CFA Society Cincinnati

A Member of the CFA Institute Global Network of Societies

​​​​​​​​ 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 regional final taking place in March​, 2018​. The successful team will then compete in the International Final, also to be held in April.

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.

Click Herefor More Information

Click Here to download the Official Rules




October 2, 2017 - ​Kick-Off Meeting 
Time - 4:00 PM​
Location:  YouTube​ Stream -

ALL students must be registered within 2 weeks of the Kickoff video going live. 
October 16 is the last day to register. Please make sure your teams are well aware of this.


Student Registration: 

Volunteer Registration:

November 2, 2017 - Company Presentation - Greif
Time - 4:00 PM
Location:  425 Winter Rd., Delaware, OH 43017​​​


January​ 1​8, 2018- Written Reports Due by Midnight

February 16, 2​018 - Local Finals ​
Location: TBA​


March 19-20, 2018​- Americas Regional Challenge
Boston, MA, USA


April 20, 2018- Global Final
Seoul, Korea​

Questions? - Contact:
Matt Yung
Email Matt