The CFA Institute Research Challenge is an annual global competition which provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student participant will be tested on their analytic, valuation, report writing and presentation skills and gain real-world experience as they assume the role of a research analyst.
The CFA Societies of Cincinnati, Columbus and Dayton Ohio will host the Local Finals of the CFA Institute Research Challenge. Teams of three to five students from Ohio’s leading universities and business schools will compete for a place in the regional final taking place in April 2019. The successful team will then compete in the International Final, also to be held in April.
The CFA Institute Research Challenge offers students the unique opportunity to develop and present an equity research report and compete on a global basis. Students will learn from leading industry experts and their mentors and peers from the world's top business schools. This annual educational initiative is designed to promote best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.
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Click Here to download the Official Rules
October 15, 2018 - Kick-Off Meeting
ALL students must be registered within 2 weeks of the Kickoff video going live. Please make sure your teams are well aware of this.
November 15, 2018 - Company Presentation - Diamond Hill
Location: 325 John H. McConnell Blvd., Suite 200 Columbus, OH 43215
January 15, 2019- Written Reports Due by 11:59 PM
February 22, 2019 - Local Finals
April 23-24, 2019- Americas Regional Challenge
New York, NY, USA
April 25, 2019- Global Final
New York, NY, USA
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