The CFA Institute Research Challenge university competition is a great test and experience for all students who are bold enough to face it. Like any great competitions, the opportunities and rewards it offers are even greater.
This annual world-class equity research competition provides university undergraduate students with hands-on mentoring and intensive training in company financial analysis. Working in teams, students will gain real-world experience as they assume the role of research analysts and are judged on their ability to value a stock, write a research report, and present their recommendations. Participating undergraduate students will compete with peers from other universities to see who will become the local, regional, and global champions.
How to Participate
Participating students will be recruited in teams and nominated by faculty members of their respective universities. Every year, recruitment for student participants will be opened in September. Please consult faculty members of your respective universities for details.
Individual students who would like to participate in the Research Challenge can contact us by filling in the Participation Inquiry Form below. We will refer your information to the respective faculty members of your university for further coordination.
(Submission of this Participation Inquiry Form shall not be construed to be a successful application to the Research Challenge. After receiving your submission, we will pass your information to the faculty members of your respective university for further action.)
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
Benefits of Participation
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.
Sponsors’ involvement is crucial for the success of the competition.
Please email us at firstname.lastname@example.org or +852 2521 2543.