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 CFA Institute Research Challenge in Florida

​The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition. Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.

The CFA Institute member societies in Florida are proud to host the seventh annual local level of the CFA Institute Research Challenge in Florida.

 Participating Universities

  • Embry Riddle Aeronatical University
  • Florida Atlantic University
  • Florida International University
  • Florida State University 
  • Rollins University
  • Stetson University
  • University of Florida
  • University of Miami
  • University of North Florida
  • University of South Florida
  • University of Tampa

 Thank You to Our Local Level Sponsors

 Florida Champions

 Volunteer Opportunities

  • Industry Mentor: hands on work with university students
  • Report Grader: review and grade student research reports
  • Presentation Judge: listen to and critique student stock recommendations