CFA Society Poland

A Member of the CFA Institute Global Network of Societies


 CFA Institute Research Challenge

CFA Institute Research Challenge hosted by CFA Society Poland

The CFA Institute Research Challenge is an equity research competition among student teams from the world's top university business and finance programs. CFA Society of Poland introduced the Challenge to Polish universities as a means to promote best practices in research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

Last year, the competition featured more than 3,500 students from over 775 universities worldwide.

 How is the competition organized?

Upon invitation from CFA Society Poland, local universities assemble teams of 3 to 5 persons each. Under guidance of a mentor, students write an equity research report on a publicly traded company, and present their findings to a distinguished panel of experts. The teams are judged on their written reports and the accompanying presentations and a winner is selected.

The competition has three levels: local, regional and global. Winners at the local level advance to compete against Teams within their geographic (EMEA) region at the regional level. Winning Teams at the regional level advance to compete at the global level. One Team is designated the ultimate winning Team at the global level.

Every member of the winning team in local final receives a CFA scholarship

Furthermore, the winner will advance to the EMEA and possibly even Research Challenge Finals. Throughout the competition, CFA Society Poland investment professionals volunteer as mentors and judges and teach these students best practices in equity research and corporate analysis.

For more information please email: [email protected]


- Universities: Showcase your business school on a global scale; Provide students with practical training and exposure to top industry professionals

- Mentors and Panelists: Promote best practices in research to the next generation; Give back to the investment profession in a high-impact, time compressed manner

- Students: Gain real industry experience and access to professionals and experts in the investment industry

 Universities 2015/2016

Participating Universities w edition 2015/2016:

AGH University of Science and Technology

Cracow University of Economics

Katowice University of Economics

Kaunas University of Technology

Kozminski University

Poznan University of Economics

Riga International School of Economics and Business Administration (RISEBA)

University of Gdansk

University of Lodz

University of Szczecin

University of Warsaw

Vistula University

Warsaw School of Economics

Wroclaw University of Economics

 Winners 2015 from Kozminski Unviersity

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 Target Company


 Honorary Patronage

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 Media Patronage


 Global Competition

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 Schedule 2016

30 November 2015 - kick-off meeting, Subject Company Presentation

14 February 2016 - written report due

3 March 2016 - local final

11 April 2016 - European and Global final in Chicago, USA


 Follow the CFA Institute Research Challenge


 Research Challenge 2015/2016