CFA Society Madison

A Member of the CFA Institute Global Network of Societies


 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 2017 Local Challenge results​ visit our Blog.

​Participating Universities
   Carthage College                                         Milwaukee School of Engineering
   UW-Eau Claire - Team 1                              UW-Eau Claire - Team 2​
   UW-Milwaukee                                             UW-Oshkosh

Thank you to our
2017-2018 Sponsors


​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​

Schedule of Events ​

February 15, 2018 - Local Final​

March 19-20, 2018 - Regional Final
    Boston, MA

April 25-27​, 2018 ​- Global Final
    Kuala Lumpur, Malaysia

Contact Tim O'Brien - email​

Follow the CFA Institute 
​Research Challenge!


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