Research Challenge

Screenshot_2023-01-13_at_4_34_50_PM.png

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

CFA Society Louisville Local Research Challenge 

Are you a faculty advisor who would like more information, a student interested in participating, or a society member who wants to volunteer with the local research challenge? Reach out to Michael Casey: mdcasey10[AT]gmail.com or Chris Meng: mengcfa39[AT]gmail.com for details. 

Congratulations to our 2024 participating student teams:

      • Centre College
      • Indiana University, Southeast
      • Midway University
      • University of Kentucky
      • University of Louisville
      • University of Pikeville

Thank you to our 2024 sponsors:

      • Community Trust & Investment Co.
      • Stock Yards Bank & Trust

Louisville Region Research Challenge Winners

  • 2024: Indiana University, Southeast
  • 2023: Indiana University, Southeast