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 Research Challenge

What it is

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytic, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.

How it Works

Local level competitions are organized and judged by CFA Institute Society members and volunteers who function as local hosts.

The winning university team from each local competition advances to the sub-regional competition.

The sub-regional, regional and global competitions are hosted by CFA Institute in the Americas; the Asia Pacific; and the Europe, Middle East, and Africa regions. The winning teams from each sub-regional competition advance to the regional competition. Regional winners advance to the Global Final, where one team emerges as the global champion.

How to Get Involved

The Research Challenge provides all participants – both individuals and organizations – with incredible opportunities to get involved.

  • Students: Find out if your university participates by asking your professor, our Society, or checking the participating universities list.
  • Universities: Form your team and give students the opportunity to compete against their peers and gain real-world experience.
  • Employers: Become a judge, mentor, grader, speaker, or corporate sponsor.

​Date
​Activities
​August 7th
​Presentation Research Challenge to Universities
​September 3rd
​Deadline to send teams, at the afternoon the name of the company will be communicated
​September 8th
​Kick off and presentation of the company
​October 28th
Deadline to send reports at 12:00 midday​
​November 12th
​Announcement of finalists teams
​December 3rd
​Final Local Research ChallengeQuestions?QuestionsQuestions?Questions?


Past Local Winners CFA Institute Research Challenge Mexico

​YEAR
​WINNER TEAM
​COMPANY
​2009
​ITAM
​ALSEA
​2010
​UNAM
​BIMBO
​2011
​TEC MONTERREY SANTA FE
​MEXICHEM
​2012
​TEC MONTERREY CDMX
​LIVERPOOL
​2013
​TEC MONTERREY SANTA FE
​SPORTS WORLD
​2014
​UP GUADALAJARA
​FEMSA
​2015
​TEC MONTERREY CDMX
​IENOVA
​2016
​TEC MONTERREY CDMX
​PEÑOLES
​2017
​TEC MONTERREY QUERÉTARO
​CEMEX
​2018
​ITAM
​JOSE CUERO
​2019
​ITAM
​GRUPO AEROPORTUARIO DEL PACIFICO






 Research Challenge 2019

 Participants

To join the Research Challenge or for more information, contact us at:

Participating Universities

CIDE
EGADE Business School Monterrey
EBC-Tlalnepantla
IPN - ESE
ITAM
Tecnológico de Monterrey CDMX
Tecnológico de Monterrey CEM
Tecnológico de Monterrey Guadalajara
Tecnológico de Monterrey León
Tecnológico de Monterrey Puebla
Tecnológico de Monterrey Querétaro
Tecnológico de Monterrey SLP
Tecnológico de Monterrey Toluca
Anáhuac Norte
Anáhuac Sur
UANL
UDEM
UDLAP
Iberoamericana
UNAM
UPAEP
Universidad Panamericana CDMX
Universidad Panamericana Guadalajara











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