Deadline:
As soon as possible
Program Starts: April 08, 2025
Program Ends: May 05, 2025
Location(s)
France Germany Poland Switzerland United States of America Worldwide
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.
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
The CFA Institute Research Challenge is a competition between university-sponsored teams that research a designated publicly traded company, prepare a written report on that selected company, and then present their findings to a panel of judges. The competition has four levels: local, sub-regional, regional, and global. Winners at the local level advance to compete against teams within their geographic region at the sub-regional level. Winning teams at the sub-regional level advance to compete at the regional level. Winning teams at the regional level advance to compete at the global level. One team is designated the ultimate winning team, or champion, at the global level. The decisions of CFA Institute interpreting these rules shall be final and binding upon all teams and local level hosts.
Competition Schedule
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
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.
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:
May 05, 2025
Program Starts: April 08, 2025
Program Ends: May 05, 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
Un-save Opportunity
Internships, scholarships, student conferences and competitions.
