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Via school

CFA Institute Research Challenge

Hosted by CFA Institute

Through a school: schools run their own internal selection and nominate a team. Ask your school's case club how to be considered.

An equity research competition and probably the best known undergraduate finance competition. A faculty advisor assembles a team that analyses a designated public company and writes a buy, sell or hold initiation report. The competition runs from about September to May through local, sub-regional, regional and global rounds.

Undergraduate or graduate students. Your university must register through its local CFA Society, and a faculty advisor assembles the team.

Finance
LocationHybrid
FormatHybrid
Application deadline
Starts1 Sep 2026
Ends31 May 2027
Prize pool
Entry fee
Who enters Teams of 3–5