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 like you with hands-on mentoring and intensive training in financial analysis.
Working in teams, you will gain real-world experience as you assume the role of research analyst and are judged on your ability to value a stock, write a research report, and present your recommendations. You will compete with peers from other schools to see who will become the local, regional, and global champions.
How it works?
Local CFA Societies work with universities to assemble teams of three to five undergraduate and/or graduate students. Teams research and analyze a designated publicly-traded company; prepare a written report on that company that supports a buy, sell, or hold recommendation; receive advice and support from a faculty advisor and an industry mentor, and present and defend their findings to a panel of industry experts. Winners from the local competitions advance to sub-regional and regional competitions in the Americas, Asia, and Europe, culminating in a global final.
Why is it worth?
Get in-depth training in equity analysis, research report writing, and presentation skills
Receive hands-on mentoring
Develop your resume/CV
Network with professionals and peers to make inroads within the industry
Don’t miss out on this exciting opportunity to accelerate your learning while making key connections and preparing for success in the professional world.
The competition will be a hybrid event. We will be combining both in-person and virtual experiences.
Stage 1. Local Host Dates and Deadlines
October 25, 2021 — Registration for student teams is open
November 4, 2021 — Information session for this year's Research Challenge teams
December 6, 2021 — Deadline for teams' registration (apply: email@example.com)
December 8, 2021 — The kick-off meeting with a target company for all registered students, their mentors and faculty advisors
December 10, 2021 — The talent workshop for registered teams
Stage 2. Sub-Regional Dates
February 13, 2022 — Deadline for sending the reports
March 4, 2022 — The local final for best teams
March 9, 2022 — The sub-regional kick-off meeting
March 20, 2022 — Submitting sub-regional presentations
March 30, 2022 — The sub-regional announcements
Stage 3. Regional and Global Final Dates
April 4-8, 2022 — All Semifinals
May 17, 2022 — The EMEA Regional Final, New York City
May 17, 2022 — Global Final, New York City
CFA Society Poland was established in 2004 and is one of 157 member societies of CFA Institute. The organisation is present in 70 countries or territories and gathers over 185,000 finance professionals in 164 countries. The Society promotes the highest ethical standards in Polish investment community. CFA Society Poland gathers professionals involved in broadly defined investment and financial management. This group includes portfolio managers, financial analysts, investment advisors, risk managers and many other finance professionals. CFA Society Poland has successfully supported CFA charterholders and candidates for almost 10 years.