Research Challenge

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2023 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

Southwest US Research Challenge

The Southwest US Research Challenge is coordinated by the CFA Societies of Texas. 

Benefits of the Research Challenge:

  • Students receive real-world training in equity analysis
  • Investment professionals make an impact on the profession
  • Public companies promote education and analyst independence
  • Universities gain global exposure
  • Corporate sponsors reach universities, students, and finance professionals

Please refer to the links below for more information on the Southwest US Research Challenge.

Overview

Rules

Timeline

Results

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