learning from leading industry experts

Research Challenge

CFA Institute Research Challenge (Season 2020 – 2021)

The CFA Institute Research Challenge is an annual global competition that offers students the unique opportunity to learn from leading industry experts and compete with peers ​from the world’s top finance programmes. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.  The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.

How It Works

LOCAL LEVEL COMPETITION
Organised and judged by CFA​ Society Singapore. Each participating university is required to send in one team to compete in the local finals. The winning team will then advance to represent the Society in the Asia Pacific (APAC) regional competition.

REGIONAL AND GLOBAL COMPETITIONS
These events will be hosted by CFA Institute. There are three regional competitions: in the Americas, the Asia Pacific (APAC), and the Europe, Middle East and Africa (EMEA) regions. ​The winners from each regional competition will advance to the Global Final, where one team will emerge as the global champion of the CFA Institute Research Challenge.

COVID-19 SITUATION
However, if the Covid-19 situation does not subside by year end, the 2020 – 2021 competition format will likely be conducted via an online platform for both the Singapore finals and the regional finals.  Please check back with us for updates.

PREPARE

To achieve the above mission, the means and role of the local society are as follows:

CFA Research Challenge (2019 – 2020) Official Rules (PDF)

Participation Agreement Form​ (PDF)

Code of Ethics and Standards of Professional Conduct

Review recommended readings and tools, including: 

​​Refinitiv’s Eikon Resources & CFA Insitute Readings

RESEARCH AND WRITE YOUR REPORT

ANY QUESTIONS?

Email us at UniversityOutreach@ cfasocietysingapore.org

RESEARCH CHALLENGE TIMELINE

End-September (TBC)

Kick Off Meeting Registration

End-September (TBC)

Kick Off Meeting 

Oct 2020 - Jan 2021 (TBC)

Skills Training  Workshops & School Internal Challenge

End-January 2021 (TBC)

Written Report Submission (0800hrs)

Early-February 2021 (TBC)

Presentation Submission (0800hrs)

Early-February 2021 (TBC)

Singapore  National Finals (0800hrs)

Late-March 2021 (TBC)

Asia Pacific Regional

Late-April 2021 (TBC)

Global Finals

GALLERY

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