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

Year	Total Universities	Winner Team	Company	Advance
2009	6	ITAM	ALSEA
2010	8	UNAM	BIMBO	Regional Semi-finalist
2011	11	Tec Mty SF	MEXICHEM	First round
2012	12	Tec Mty CM	LIVERPOOL	Second round
2013	13	Tec Mty SF	SPORTS WORLD	Regional Finalist
2014	14	UP Guadalajara	FEMSA	First round
2015	19	Tec Mty CM	IENOVA	Second round
2016	15	Tec Mty CM	PEÑOLES	Second round
2017	14	Tec Mty Qro	CEMEX	First round
2018	19	ITAM	CUERVO	Regional Winner
2019	22	ITAM	GAP	First round
2020	23	UDEM	BANORTE	First round
2021	25	Tec Mty Gdl. & Anáhuac Sur	VESTA	Semifinal Regional Round
2022	18	ITAM	Grupo Mexico	Regional Regional Round
2023	23	Iberoamericana	Grupo BMV

CFA Institute Research Challenge Mexico 2024

CFA Society Mexico is pleased to announce that the 16th edition of the CFA Institute Research Challenge Mexico will start on September 18th with the Kick Off.

The company to be analyzed is Fibras Monterrey, we appreciate the support of Cesar Rubalcava, CFA, CAIA and Jorge Avalos Carpinteyro to accept the invitation.

This year 22 universities from all over the country are participating.

We appreciate the support of our sponsor S&P Global Market Intelligence and all the volunteers who make this competition possible.