Research Challenge

Screenshot_2023-01-13_at_4_34_50_PM.png

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

What it is?

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytic, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.

How it works?

Local level competitions are organized and judged by CFA Society® members and volunteers who function as local hosts.

The winning university team from each local competition advances to one of the three regional competitions.

The regional and global competitions are hosted by CFA Institute in the Americas; the Asia Pacific; and the Europe, Middle East, and Africa regions. The winning teams from each regional competition advance to the Global Final, where one team emerges as the global champion.


How to get involved?

The Research Challenge provides all participants – both individuals and organizations – with incredible opportunities to get involved.

  • Students: Find out if your university participates by asking your professor, our Society, or checking the participating universities list.
  • Universities: Form your team and give students the opportunity to compete against their peers and gain real-world experience.
  • Employers: Become a judge, mentor, grader, speaker, or corporate sponsor.

CFA Institute Research Challenge Shanghai Local

Participating Universities

  • East China University of Science & Technology
  • Fudan University
  • Fudan University - Fanhai International School of Finance
  • Nanjing University of Finance & Economics
  • New York University Shanghai
  • Shanghai International Studies University
  • Shanghai Jiao Tong University
  • Shanghai Jiao Tong University - Shanghai Advanced Institute of Finance
  • Shanghai University
  • Shanghai University of Finance and Economics
  • Shanghai University of International Business and Economics
  • Tongji University
  • University of Nottingham Ningbo China
  • University of Waikato Joint Institute at Zhejiang University City College
  • Wenzhou-Kean University
  • Xi’an Jiaotong Liverpool University
  • Zhejiang Gongshang University

 

欢迎关注CFA上海协会微信公众号「上海浦东特许金融分析师协会」,了解往届上海赛区赛事详情。

Contact Us

To join the Research Challenge or for more information, contact us at: [email protected].