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Local host tasks and deadlines

Man looking at sticky notes on glass wall

Tasks and deadlines

Task Deadline
Season kickoff 25 July 2023
Local host season registration 23 August 2024
Timeline, subject company, & universities due 1 November 2024*
Student, faculty advisor, & industry mentor registration complete Two weeks following Local Kickoff Meeting
Regional judge nomination deadline 14 February 2025
Grader, judge registration complete Date of Local Final
Local competition complete 2 March 2025
Competition expense reimbursements due 31 May 2024
Funding is transmitted following submission of a reimbursement request.

 

*If your local competition has a particular issue meeting this deadline, please email [email protected] for an extension. 

Host agreement

In the past, societies have been required to sign a Host Agreement to participate in the CFA Institute Research Challenge. This year, the Host Agreement will be part of a larger master agreement executed between CFA Institute and local societies. This new agreement will be distributed electronically to societies in the coming months. For the time being, societies will not sign an agreement.

Non-societies that are approved local Research Challenge hosts may have a separate process and we will be in touch with those competitions directly.

Task descriptions

Season registration due

All societies and other organizations interested in hosting a local level competition must complete the Season Registration Form.

Timeline, subject company, and participating universities due

Please submit your competition details here.

Student registration complete

We have transitioned to a Cvent based registration system.

  1. Submit your list of participating universities and competition timeline.
  2. CFA Institute will update the registration system and confirm registration is open for your competition by sending you the registration link.
  3. You will send the registration link to students, who will directly register themselves.
  4. You will receive access to a portal to access your current student registrations. 

Volunteer registration complete

Faculty Advisors, Industry Mentors, Graders, and Judges must complete the online volunteer registration form. Only volunteers that have completed registration at this time with have their applicable PL/SER credits processed by CFA Institute staff. The volunteer registration link will be sent to you when CFA Institute confirms registration is open for your competition.

Local winter submission

As the Host Coordinator of the local competition, you are required to submit the winning team(s) details to us within two days of your local final.

Competition expense reimbursements due

Submission link will become available when we are closer to local finals.