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 CFA Institute Research Challenge in Florida

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.
The CFA Institute member societies in Florida are proud to host the ei​ghth​ annual local level of the CFA Institute Research Challenge in Florida.

 2018 Participating Universities

  • Florida Atlantic University
  • Florida International University
  • Florida State University
  • Jacksonville University
  • University of North Florida
  • Lynn University
  • Stetson University
  • University of Miami
  • University of Tampa

 Thank You to Our Local Level Sponsor


 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 for more information.




                         Fact Sheet

                       Official Rules​

 2018 Florida Champion


Jacksonville University​

 2016 Florida Champion

​​​​Florida Atlantic University​

 2015 Florida Champion

​University of Florida

Research Report

 2014 Florida Champion


University of Florida

Research Report


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 ‭(Hidden)‬ Schedule of Events