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​​​​​​​​​​​​​​​CFA Institute Research Challenge Hosted by CFA Society Minnesota​​

The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation. 

Each Research Challenge season leverages the efforts of over 140 CFA member societies, 3,500 member volunteers, and more than 5,000 students from over 1,000 universities.     

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.

2019-2020 Participating Universities
Augustana University
Bethel University
College of St. Benedict & St. John’s University
Hamline University
University of Minnesota Duluth (2 Teams)
Winona State University​

2019-2020 Subject Company: TBA




Past CFA Society MN Subject Companies & Winners

2010/2011 – Donaldson (University of Minnesota)

2011/2012 – Lawson Software, Inc. (University of Minnesota)

2012/2013 – Polaris Industries, Inc. (University of Minnesota)

2013/2014 – Stratasys Ltd. (University of Minnesota​)

2014/2015 – Graco (UMD)

2015/2016 – MTS Systems (NDSU)

2016/2017 – Vascular Solutions (UMD)

2017/2018 – Fastenal (UMD)

2018/2019 – Bio Techne (UMD)​

 Resources & Examples

​Videos
To view videos of past local presentation rounds, view our YouTube channel

Papers
Examples of winning papers



​Thank you to our 2018-2019
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 events@cfamn.org to volunteer​
Schedule of Events

September
University Teams Form

09/25/2019
Kick-off Meeting

11/11/2019
​Subject Company Analyst Day


01/23/2020
Written Reports Due


02/04/2020
Advancing
Teams Announced

02/27/2020
Local Finals​
Minneapolis Central Library
Pohlad Hall​

4/20-4/21/2020
Regionals, New York, NY 

04/22/2020
​New York, NY

2018-2019 Minnesota Local Level Champion



University of Minnesota Duluth Team #2

​​Questions? Contact Amanda Sullivan at events@cfamn.org 

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