Research Challenge

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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

2024 Research Challenge Winner!

Congratulations to University of Michigan for winning the 2024 Local Finals of the Research Challenge.  Next, they will submit their presentation for the Sub-Regionals. Good Luck University of Michigan!  The team members include - Katie Fleming, Surush Kataev, George Kharmis, Cameron Korman, and Saransh Mehta. 

Participating Schools

Central Michigan University
Grand Value State University
Michigan Technological University
Saginaw Valley State University
University of Michigan - Ann Arbor
Walsh College
Western Michigan University