Research Challenge


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

Join us at the White Stag on Friday, February 23, 2024, for a special social event featuring the Championship Round of the 2024 CFA Institute Research Challenge.

This year, students from George Fox University, Oregon State University, Pacific University, Portland State University, University of Oregon, University of Portland, Washington State University - Vancouver and Willamette University will participate.

The Championship round begins at 4pm, followed by a social event with an open bar and heavy hors d'oeuvres at 5pm.

Location: White Stag (70 NW Couch Street, Portland, OR 97201)
Time: 4pm competition | 5pm cocktail hour