Hosted locally for the 22nd consecutive year, the CFA Institute Research Challenge is a global competition designed to promote best practices in #research among the next generation of analysts. Through hands-on mentoring and intensive training in company analysis, participants gain invaluable experience that prepares them for successful careers in finance.
[NEW] Financial Analysis Workshop and Financial Modelling Tutorials
To assist the participating students in compiling the research analysis report for the CFA Institute Research Challenge Hong Kong Local Final 2025-26, we are organizing a Financial Analysis Workshop and two Financial Modelling Tutorial in this November.
Details as below:
Event 1: Financial Analysis Workshop
| Date | 11 November 2025 (Tuesday) |
| Time: | 7:00 PM – 8:00 PM |
| Synopsis: | In this workshop, you'll gain valuable insights into identifying critical information from financial reports, building effective financial models and valuing listed companies comprehensively. |
| Format: | Zoom webinar |
| Registration: | CLICK HERE |
| Registration Deadline: | 7 November 2025 (Friday), 11:59 PM HKT |
Event 2: Financial Modelling Tutorial (14 Nov 2025)
| Date | 14 November 2025 (Friday) |
| Time: | 7:00 PM – 8:00 PM |
| Synopsis: | In this tutorial workshop, you’ll understand that a financial model is not just about building earnings models for valuation; it also involves integrating and quantifying key drivers that tell the company's growth story. |
| Format: | Hybrid seminar |
| Registration: | CLICK HERE |
| Registration Deadline: | 11 November 2025 (Tuesday), 11:59 PM HKT |
Event 3: Financial Modelling Tutorial (18 Nov 2025)
| Date | 18 November 2025 (Tuesday) |
| Time: | 4:30 PM – 6:00 PM |
| Synopsis: | In this tutorial workshop, you’ll understand that a financial model is not just about building earnings models for valuation; it also involves integrating and quantifying key drivers that tell the company's growth story. |
| Format: | Hybrid seminar |
| Registration: | CLICK HERE |
| Registration Deadline: | 13 November 2025 (Thursday), 11:59 PM HKT |
Remarks:
- The content of the two “Financial Modelling Tutorials” on 14 November 2025 (Friday) and 18 November 2025 (Tuesday) are the same.
- For in-person attendants of the two “Financial Modelling Tutorials”, advance registration is mandatory; walk-in participants will not be accommodated.
- Students who registered for virtual access to the two “Financial Modelling Tutorials” will receive a Zoom webinar access link after the registration deadline. Please check your junk mail if you cannot receive the email.
- CFA Society Hong Kong (the "Society") reserves the right to reschedule and/or cancel this campaign without prior notice.
- These Terms and Conditions are subject to change at any time without prior notice.
- In the event of any dispute, the Society reserves the right of final decision.
Timeline for the Research Challenge – Hong Kong, Regional and Global Finals 2025-2026
CFA Institute Research Challenge – How does it work?
Local-level competitions are organized and judged by CFA Institute society members and volunteers who function as local hosts. CFA Society Hong Kong has been the local host since 2005.
The Society will work with universities in Hong Kong and Macau 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 the 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.
View the Official Rules
Receive in-depth training in equity analysis, research report writing, and presentation skills
Receive hands-on mentoring
Develop your resume / CV
Network with industry professionals and peers from other universities, paving the way for career opportunities
Elevate your university’s reputation on a global scale
Contributions from Industry Professionals
By joining as a mentor, grader, or judge, you play a key role in promoting the highest standards of ethics, education, and professional excellence both for the students and, ultimately, for the Society. It provides an excellent opportunity to offer guidance, direction, suggestions, and feedback to student teams participating in the challenge.
Please stay tuned for further announcements.
Sponsorship Opportunity
Sponsors’ involvement is crucial for the success of the competition.
Please email us at info@cfahk.org or +852 2521 2543.
Participation (Coming Soon)
Sponsors & Supporting Organizations (Coming Soon)