A Member of the CFA Institute Global Network of Societies
Kick-off presentation 2021
6 December - First Drafts due to Mentor
22 December - 23:59 Written Reports Due
The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company — sometimes even meeting face-to-face with company management. Each team writes a research report on their assigned company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals.
CFA Institute Research Challenge
offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance programs. This annual educational initiative promotes 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 Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition. Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.
Last year, the competition featured more than 6,400 students from over 1100 universities worldwide.
Research Challenge 2018 Schedule
RC Local Sponsors
RC Global Platinum Sponsor
RC Global Sponsor
13 Oct 2021
Kick off presentation for students
Link for online streaming
27-28 Oct 2021 (TBC)
Subject Company Presentation(Online)
Research Challenge Official Rules 2020
Winning presentation 2017
Winning report 2017
Winning presentation 2016
Winning report 2016
Winning presentation 2015
Winning report 2015
Winning presentation 2014
Winning report 2014
Winning presentation 2013
Winning report 2013
Winning presentation 2012
Winning report 2012
Winning presentation 2011
Winning report 2011
Get Inspired from the Past Champions
Playlist on Youtube
Code of ethics and standards
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