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 CFA Institute Research Challenge



Congratulations to University of British Columbia

2019 CFA Institute Local Research Challenge Winners
University of British Columbia

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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.


2019 Participation


6,100 Students
4,000+  Industry Volunteers
1,150+  Universities
160   CFA Society Hosts
117   CFA Local Level Challenges
95     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


 Research Challenge Timeline

October 11, 2019
Kick Off Event
Conference Call
2:30 pm - 4:00 pm

October 24, 2019
Students Submit Names

October 30, 2019
2:00 pm - 3:30 pm

MDA Webinar - Preparing a Written Research Report

November 8, 2019
Subject Company Questions

November 15, 2019 (Tentative)
Company Conference Call
10:00 am - 12:00 pm

November 22, 2019
​Follow up Questions

January 24, 2020
Presentation Tips

January 31, 2020
Written Reports Due     

February 21, 2020
Presentations Due

February 28, 2020
Team Presentations
Terminal City Club *
837 West Hastings Street

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

April 20-21, 2020
​Americas Challenge
New York, NY

April 22, 2020
​Global Challenge
New York, NY