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A Member of the CFA Institute Global Network of Societies

CFA Institute Research Challenge Hosted by CFA Society Minnesota​

​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.  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 Minnesota is proud to host the 9th annual local Research Challenge.

2018-2019 Subject Company: TBA

​Thank you to our 2017-2018
Local Level Sponsor

​​​Volunteer Opportunities

  • ​Industry Mentor: hands-on work with university students
  • Report Grader: review and grade student research reports
  • Presentation Judge: listen to and critique student stock recommendations
Contact Amanda Sullivan at to volunteer​
Schedule of Events

University Teams Form

Kick-off Meeting

October/November: TBD
Subject Company Analyst Day

Written Reports Due

February: TBD
Local Finals

Regionals, New York, NY 

​New York, NY

2017-2018 Minnesota Local Level Champion

University of Minnesota Duluth
​​Questions? Contact Amanda Sullivan at 

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