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

CFA Society Portland Investment Research Challenge

Congratulations to the University of Oregon’s undergraduate team for winning first place at the 2025 CFA Institute Research Challenge, held on February 28th! Their outstanding financial analysis, research, and presentation skills set them apart in this highly competitive event. This achievement highlights their dedication, expertise, and hard work in the field of investment research. We applaud their success and look forward to seeing their continued growth in the industry!