Research Challenge

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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

2022-2023 Research Challenge

Congratulations to the University of Delaware team for winning the 2023-2024 local Research Challenge. 

University of Delaware Team
2024 Winners from the University of Delaware with CFAP Board Member Mike Neely

The 2024-2025 competition will start in the fall.  Contact us for more information on how to participate.