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2018-2019 competition will begin in October 2018.

The CFA Institute Research Challenge is an annual global equity research competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students gain real-world experience as they assume the role of a research analyst and are tested on their ability to value a stock, write an initiation-of-coverage report, and present their recommendations.

How it Works

The 'Research Challenge' Faculty Advisor assembles the team and guides them throughout the process and acts as the link between the local host(s) and the student team.

Each team either selects or is assigned an industry mentor who helps them throughout the competition.

The written research reports are submitted to CFA Society Toronto and graded by local industry practitioners. The top 4 scoring teams advance to the presentation round of the local competition.

A panel of professional, investment judges score the top 4 teams’ 10-minute presentation and 10-minute question and answer session.

The winning team of the local competition advances to the CFA Institute Research Challenge regional competition. The winner from each regional competition will advance to the CFA Institute Research Challenge global competition, where one team will emerge as global champion.

Register Your Team

A faculty adviser from your university chooses and organizes a team (3-5 members) for the local level. One team per university campus is permitted to compete. Students must attend at least 80% of their classes at the particular campus to represent that campus.  For the Research Challenge, students must be enrolled as a full-time student by the registration deadline date in order to participate in the full season. 

If you have questions about registering or finding a faculty member to sponsor your team, please email awards@cfatoronto.ca or call 416.366.5755 x225.

Registration will open soon!

Judges,Students&Emcee
Judges panel, University of Waterloo team & Sue Lemon, CFA, CEO, CFA Society Toronto

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