Research Challenge


CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual global competition that connects university students with investment professionals from within the CFA Society® network. The competition provides students with hands-on mentoring and intensive training in financial analysis and ethics and tests participants' analytical, valuation, reporting writing, and presentation skills.

Members of our society, along with a faculty advisor and an industry mentor, work with teams of students to value a stock, write a research report, and present their recommendations. Teams then compete with peers from other schools at local-level competitions organized and judged by CFA Society members and volunteers. The winning university team(s) from each local competition then advances to see who will become the sub-regional, regional, and global champions. 

Learn more and read FAQs See the schedule and get involved

Local Research Challenge

CFA Society Vancouver hosts the Local CFA Institute Research Challenge in collaboration with CFA Society Victoria and CFA Society Okanagan.

Competition Schedule

September University Participation Confirmation
October CFA Institute Registration Deadline
November Subject Company Call
January Written Report Deadline
February Presentation Deadline
February Local Competition

CFA Program Scholarship

CFA Society Vancouver will award the competition winners with a full LI CFA Program scholarship including, the enrollment and registration fees. 

Learn More!

Competition Sponsors

Thank you to our competition sponsors for their continued support.

Smith School of Business

Kaplan Schweser