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


SFU - Winner.jpg 

​​2017-03-10 16.56.46.jpg

Thank you to our event sponsors



 ​​​                Queens Logo.jpg


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.


2016 Participation


4,250 Students
3,500+  Industry Volunteers
925+  Universities
133   CFA Society Hosts
103   CFA Local Level Challenges
75   Countries

Local Challenge Participating Teams

Simon Fraser University University of British Columbia        
Thompson Rivers University University of Victoria​​​

Thank you to our sponsors




 Research Challenge Timeline

October 6, 2016
Kick Off Event
Conference Call
2:30 pm - 4:00 pm

October 20, 2016
Students Submit Names

November 10, 2016
Subject Company Questions

November 17, 2016
Company Conference Call
9:00 am - 10:00 am

November 24, 2016
​Follow up Questions

February 3, 2017
Written Reports Due

March 3, 2017
Presentations Due

March 10, 2017
Team Presentations
Terminal City Club *
837 West Hastings Street

2:00 pm - 5:00 pm
*Business attire required
*Cell phones must be turned off

April 6 & 7, 2017
​Regional Challenge
Seattle, Washingon

​April 28, 2017
Global Challenge
Prague, Czech Republic