CFA Institute Research Challenge (2025)

Deadline: As soon as possible

Program Starts: April 08, 2025

Program Ends: April 11, 2025

Competitions

Creative Ideas Companies

Location(s)

  • Online
  • United States of America
Global Final: Week of 5 May in Chicago, USA.

Overview

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.

Details

How It Works

  • Local level competitions are organized and judged by CFA Institute society members and volunteers who function as local hosts. The winning university team from each local competition advances to the sub-regional competition.
  • The sub-regional, regional, and global competitions are hosted by CFA Institute in the Americas; the Asia Pacific; and the Europe, Middle East, and Africa regions. The winning teams from each sub-regional competition advance to the regional competition. Regional winners advance to the Global Final, where one team emerges as the global champion.

University teams begin their activities in the fall, with local competitions occurring throughout the world at various times early in the calendar year.  Sub-regional, regional competitions and the global final are held in March, April, and May.

Sub-Regionals

The Sub-Regional round will take place during the month of March. After all local competitions have completed, local winners will receive specific instructions for recording their sub-regional presentations. Teams advancing from the sub-regionals to the regional semifinals will be announced at the end of March.

Regional Semifinals

8-9 April 2025

Regional Finals

10-11 April 2025

Global Final

Week of 5 May in Chicago, USA

Opportunity is About


Eligibility

Candidates should be from:


Description of Ideal Candidate

Am I Eligible to Participate?

You are eligible to participate if:

  • You are a full time student at a participating university
  • You do not hold the CFA charter
  • You have never worked in a role that involved fundamental company analysis
  • You have never participated in the CFA Institute Research Challenge
  • You are eligible under local competition rules

Note that eligibility does not guarantee your participation in the competition. 


Dates

Deadline: As soon as possible

Program starts:

April 08, 2025

Program ends:

April 11, 2025

Program Starts: April 08, 2025

Program Ends: April 11, 2025


Cost/funding for participants

Benefits of Participating

  • Valuable real-world experience
  • Networking opportunities
  • Direct interaction with financial professionals
  • Build your CV/resume
  • Opportunity to travel
  • Potential cash prize for team winning global level
  • Potential for CFA Program scholarships
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