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CFA Institute Research Challenge

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CFA Institute Research Challenge

“The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.”

Video about the challenge:


Local level competitions:

An industry mentor, along with a faculty advisor, work with teams of students consisting of three to five undergraduate or graduate students to value a stock (chosen by CFA Society Saudi Arabia), write a research report, and present their recommendations. Teams then compete with peers from other schools at local-level competitions organized and judged by CFA Society members and volunteers. The winning university team(s) from each local competition then advances to see who will become the sub-regional, regional, and global champions.

Competition Schedule:

University teams begin their activities in the fall mostly in October, with local competitions occurring throughout the world at various times early in the calendar year. Sub-regional, regional competitions and the global final are held in March, April, and May.

Hear what a participant in CFA RC 2021 has to say about the exciting journey they had during the challenge!

“The CFA Research Challenge added a practical flavor to what we've studied and connected all the dots to draw the bigger picture of the life of an Analyst."

CFA Research Challenge 2021 Saudi Arabia Students Experience:

Take a look at the work (written report and presentation) of the Past Research Challenge Champions: https://www.cfainstitute.org/en/societies/challenge/past-champions

More details at https://www.cfainstitute.org/en/societies/challenge

Ask a past participant!

CFA RC 23 Participant: