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

CFA Institute Research Challenge in Vermont

Previous CFA Institute Research Challenges in Vermont

2023-2024 Subject Company: iSun (ISUN); Winning Team: Champlain College

2021-2022 Subject Company: Salesforce (CRM); Winning Team: University of Vermont 

2020-2021 Subject Company: SEI Investments (SEIC); Winning Team: University of Vermont 

2018-2019 Subject Company: Standex International (SXI); Winning Team: Saint Michael's College

2017-2018 Subject Company: Community Bank Systems (CBU); Winning Team: Saint Michael's College 

2016-2017 Subject Company: Casella Waste Systems (CWST); Winning Team: Champlain College

Contact Information

​CFA Society Vermont
c/o Administrative Solutions

135 Cooper Road

Milton, VT  05468  ​

[email protected]

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