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CFA Institute Research Challenge

What It Is

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. 

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 one of the three regional competitions.

The 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 regional competition advance to the Global Final, where one team emerges as the global champion.

Get the fact card (PDF)

View the Official Rules (PDF)

Competition Schedule and Locations

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

Event Details Date Location
Asia Pacific Regional 18-19 March 2020 Seoul, South Korea
EMEA Regional 1-2 April 2020 Dead Sea Area, Jordan
Americas Regional 20-21 April 2020 New York, USA
Global Final 22 April 2020 New York, USA

Find out how you can get involved

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