CFA Institute Research Challenge

An educational initiative that promotes best practices in equity research among the next generation of analysts

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

The CFA Institute Research Challenge is a great test for all students who are bold enough to face it. But, like any great challenge, the opportunities and rewards it offers are even greater. This annual global equity research competition provides university students with hands-on mentoring and intensive training in financial analysis. Working in teams, students gain real-world experience as they assume the role of research analysts and are judged on their ability to value a stock, write a research report, and present their recommendations.

Is your university up to the challenge? Form your team and give your students the opportunity to compete against their peers from other schools to see who will become the local, regional, and global champions. Your participation also gives you the chance to showcase your university on a highly visible local, national, and global stage.

Last year, more than 5,000 students from over 900+ universities worldwide are participating in local challenges, leading to the regional and global competitions hosted by CFA Institute.

Benefits of participation:

  • Showcase your university on a global scale

  • Augment classroom learning

  • Provide career opportunities for students

  • Give students practical training equity research and exposure to industry experts

  • Network with professionals, peers from other universities, and others in the community

  • Elevate your school’s reputation and standing against competing schools

  • First step in the path towards becoming a charterholder

Subject company for 2022-23 season is Intel

We have an honour to announce the subject company of this year's Research Challenge. The subject company is Intel - world leader in the design and manufacturing of essential products and technologies that power the cloud and an increasingly smart, connected world.

Registration for 2023 CFA Institute Research Challenge is now open

The registration for the new season of the Research Challenge is now open. We invite Faculty Advisers from Ukrainian Universities to register via the link.

Odessa National University is the Local winner

Odessa National I.I.Mechnikov University is the winner of the 2022 CFA Institute Research Challenge Ukrainian local competition.

KSE Team is a Champion of CEE Region

In 2021 the winner of the Ukrainian Local Final of the CFA Institute Research Challenge became the champion of CEE Sub-Regional Final. Congratulations to the team!