CFA Society Vancouver

A Member of the CFA Institute Global Network of Societies


 CFA Institute Research Challenge



Congratulations to Simon Fraser University

2017 CFA Institute Local Research Challenge Winners


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Thank you to our event sponsors

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The CFA Institute Research Challenge is a global competition that tests the equity research and valuation, investment report writing, and presentation skills of university students. 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.

How the Challenge Works
Local CFA Institute volunteers work in conjunction with participating local universities to assemble teams of 3–5 business and finance students. Each team works directly with a mentor to research and prepare an equity research report on a publicly traded company.  Each team’s findings are locally evaluated by high-profile panels of heads of research, portfolio managers, and chief investment officers from the world’s top firms. Local champions advance to regional competitions in the Americas, Asia Pacific, and EMEA, and then to the global final.

​Benefits of Participation

Students: Develop your resume/CV through hands-on mentoring and intensive training in company analysis and presentation skills.


Universities: Showcase your university on a global scale and provide your students with practical training and invaluable exposure to top industry professionals.


Mentors and Panelists: Encourage best practices in research within the next generation of investment professionals and help give back to the investment profession in a high-impact manner.


2017 Participation


4,500 Students
3,500+  Industry Volunteers
1,000+  Universities
151   CFA Society Hosts
109   CFA Local Level Challenges
82   Countries

Local Challenge Participating Teams

​University of British ColumbiaSimon Fraser University​
​Trinity Western University​University of Victoria
​University of British Columbia Okanagan​Thompson Rivers University

Thank you to our sponsors



 Research Challenge Timeline

October 12, 2017
Kick Off Event
Conference Call
2:30 pm - 4:00 pm

October 26, 2017
Students Submit Names

November 2, 2017
2:00 pm - 3:00 pm

Webinar - Preparing a Written Research Report
Scott Powell, MDA Training

November 9, 2017
Subject Company Questions

November 16, 2017
Company Conference Call
9:00 am - 10:00 am

November 23, 2017
​Follow up Questions

January 10, 2018
Presentation Tips - Judith Humphrey
9:00 am Webinar

January 12, 2018
Written Reports Due

February 2, 2018
Presentations Due

February 9, 2018
Team Presentations
Terminal City Club *
837 West Hastings Street

12:00 pm - 6:00 pm
*Business attire required
*Cell phones must be turned off

March 19 & 20, 2018
​Regional Challenge
Boston, Massachusetts

​April 20, 2018
Global Challenge
Seoul, Korea