CFA Society Madison

A Member of the CFA Institute Global Network of Societies

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 CFA Institute Research Challenge hosted by CFA Society Madison

The 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.  Participation in the Challenge promotes best practices in equity research and company analysis, as students research, analyze, and report on a company as if they are practicing analysts.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.

​CFA Society Madison is proud to host the annual local level of the CFA Institute Research Challenge in Madison. 

For the 2018 Local Challenge results​ visit our Blog.

Thank you to our
2018-2019 Sponsors


2018-2019 Kaplan Schweser Student Flyer


​Participating Universities - 

  • ​Carthage College
  • Marquette University - Gold Team
  • Marquette University - Blue Team
  • UW-Eau Claire
  • UW-Milwaukee​

Volunteer Opportunities

  • Industry Mentor: hands-on work with university students
  • Report Grader: review and grade student research reports
  • Presentation Judge: listen to & critique student stock recommendations
​CFA Institute Research Challenge​

Scheduled ​Event

November 8, 2018 - Kickoff Meeting
   The Ingleside Hotel
   Pewaukee, WI​

February 21, 2019 - Local Finals
   Best Western Premier Park Hotel
   Madison, WI​

April 23-24, 2019 - Regional Finals
   New York, USA

April 25, 2019 ​- Global Final
    New York, USA

Questions?
Contact Dan Krebsbach - email​​

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