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
November 6, 2023 — Registration for student teams is open
December 5, 2023 — Deadline for teams' registration
December 2023 — The CFA Society Poland Talent Workshop for registered teams & students interested in the investment industry
December 2023 — The kick-off meeting with a target company for all registered students
February 2024 — Deadline for sending the reports
February 2024 — Teams are informed about promotion to the local final round
February 2024 — The local final for the best teams
Stage 2. Sub-Regional Dates
March 2024 — The sub-regional kick-off meeting
March 2024 — The sub-regional video presentations
March 2024 — The sub-regional advancement announcement
Stage 3. Regional and Global Final Dates
April 2024 — EMEA Semifinals
April 2024 — The EMEA Regional Final (live virtual in Zoom)
May 2024 — The Global Final (live in-person in Warsaw)
CFA Institute and CFA Societies work together to raise professional standards and serve investment management practitioners in over 160 global financial markets around the world. Though society membership is voluntary, together local society and CFA Institute membership provide a comprehensive and meaningful member experience and a passport to a global professional community of investment professionals.
CFA Society Poland has successfully supported CFA charterholders and candidates for almost 20 years.