CFA Institute Research challenge

CFA Institute Research Challenge (Season 2024 – 2025)

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 will gain real-world experience as they assume the role of research analyst and are judged on their ability to value a stock, write a research report, and present their recommendations. Students will compete with peers from other schools to see who will become the local, regional, and global champions.

How The Challenge Works?

CFA Society Singapore will 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 subregional competitions, then on to regional competitions in the Americas, Asia, and Europe, culminating in a global final.

bENEFITS OF PARTICIPATION
  • Showcase your university on a global scale
  • Get in-depth training in equity analysis, research report writing, and presentation skills.
  • Receive hands-on mentoring
  • Enhance your resume / CV. Provide career opportunities
  • Network with professionals and peers to make inroads within the industry
What to expect 
  • The majority of local level participants indicated that they spent
    • 100 – 150 hours researching their assigned company and assembling their report
    • 30 or more hours practicing and assembling their presentation
  • The majority of regional level participants indicated that they spent more than 60 hours preparing for the regional competition.
Learning Resources

WHAT IS CFA INSTITUTE RESEARCH CHALLENGE?

Interested in sponsoring this year’s competition?

Contact [email protected] for more information

RESEARCH CHALLENGE TIMELINE

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September 2024 Onwards

Team Recruitment

Faculty advisors to recruit students to participate and represent their respective universities

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24 September 2024

CFA Institute Research Challenge Kick-off Meeting by CFA Society Singapore

6:00pm onwards (SGT)

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October 2024 to January 2025

Skills Training Workshops & School Internal Competitions

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03 FEBRUARY 2025

Submission of Written Report

10:00am (SGT)

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12 FEBRUARY 2025

Submission of Presentation

10:00am (SGT)

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15 fEBRUARY 2025

CFA Institute Research Challenge – Singapore Finals

Live In-Person Presentation | 8:00am onwards (SGT)

Each team will be given 10 minutes for a  presentation and Q&A at a pre-allocated slot.

Announcement of CHAMPION TEAM at the end of challenge.

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March 2025

CFA Institute Research Challenge Sub-Regional Kickoff

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March 2025

CFA Institute Research Challenge Sub-Regional Video Presentations Submission

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8 - 9 April 2025

CFA Institute Research Challenge Regional Semifinals

LIVE Virtual Format

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10 - 11 April 2025

CFA Institute Research Challenge Regional Finals

LIVE Virtual Format

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May 2025

CFA Institute Research Challenge Global Finals

Live In-Person at Chicago

GALLERY

PAST EVENTS PHOTOS