CFA Society Milwaukee

A Member of the CFA Institute Global Network of Societies


 CFA Institute Research Challenge hosted by CFA Society Milwaukee

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 practic​es 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.

The CFA Society Milwaukee is proud to host the annual local level of the CFA Institute Research Challenge.

For the 2017 Local Challenge results visit our Event & News page.​

Participating Universities
   Carroll University                                ​Marquette University - Blue Team & Gold Team​
   UW-Madison                                       UW-Whitewater - Team 1 & Team 2

Volunteer Opportunities                                                                                                                ​​​

  • Industry Mentor: hands on work with university student
  • Report Grader: review and grade student research reports
  • Presentation Judge: listen to and critique student stock recommendations

Contact to get involved.

CFA Institute Research Challenge
Official Rules​​

​Schedule of Events

February 15, 2018 - Local Final​

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

April 20, 2018 - Global Final

Thank you to our Sponsors

Contact Eric Nohelty at ​email

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