CFA Societies Texas

CFA Institute Research Challenge of the Southwest U.S.

ANNOUNCEMENT: FY2020/21 All Participating Students will receive a $200 discount for the August 2021 Level 1 Exam

Schedule for 2020 - 2021

Late September 2020:

Universities/liaison's introduce concept to university participants

October 2020:

Registration will be open at CFA Institute's website. The link to registration will be sent out to the University Teams.
A university contact (the faculty member responsible for the team) submitted to John and/or Sharon
Utilize resources available for University Teams on CFA Institute's website

November - December 2020:

Early November - Target Company announced - CARRIAGE SERVICES (CSV)
December 4 - Official KICK-OFF
December 4 - University teams of 3 - 5 selected
December 18 - Selected teams should receive the research report template
December 18 - University teams must be registered on CFA Institute's website
Mentors assigned to teams; please let us know if you would like to have someone assigned

January 2021:

Teams submit questions for management of target company to Coordinators for CFA Institute Research Challenge - Southwest US
Mid January - Company management presents to students VIRTUALLY; this event is the only chance to interact with management.
Two weeks before written reports are due - Any team member substitutes must register on CFA Institute's Challenge site.

February 2021:

February 7 - Final reports will need to be submitted to CFA Institute Research Challenge - Southwest U.S. Challenge for evaluation by graders by 5pm.
February 16 - the eight (8) finalist teams will be announced by noon.
February 27 - Final oral presentations will be held Virtually on Saturday, February 27.

March - April 2021:

Sub Regionals (South Central U.S.).
Regionals (North and South America)
Global Finals following the America's Regional competition.