Research Challenge


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 Institute Research Challenge local Mexico

CFA Society Mexico organizes local competition since 2009.
Universities from all the country can participate, includes bachelor or postgraduate students or mix of both.

Past competitions

CFA Institute Research Challenge 2023

If you want to be part of the competition, contact us or attend kick off on August 22, 6pm (CDMX).

Zoom details:


ID: 937 2075 1864

Access code: 775159


Official Rules

Timeline 2023

August 22th 6pm - 7pm Kick-Off Presentation to University Students, Virtual
Sept 5th, midnight Deadline for universities to send teams
Sept 7th, midday The name of the company will be announced
Sept 14th, 5pm Presentation of the Company

Sept 19th 4:30 pm or

Sept 20th 9:00 am

Training Capital IQ Tool
Nov 9th 12pm (midday) Deadline for universities to send reports
Nov 22th Announcement of Finalist Teams
Dec 6th, 5pm Final Local Competition

Gallery Research Challenge 2022

Gallery Winners Past Competitions