CFA Research Challenge
About the 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. Students gain real-world experience as they assume the role of a research analyst and are tested on their ability to value a stock, write an initiation-of-coverage report, and present their recommendations.
How it Works
CFA Institute member societies, like CFA Society North Carolina, and volunteers make this annual competition possible.
Levels of Competition
Students work in teams to research and analyze a publicly traded stock — sometimes even meeting face-to-face with company management. Each team produces an initiation-of-coverage report on their assigned stock with a buy, sell, or hold recommendation and may be asked to present and defend their thesis to a panel of industry veterans.
The winning team from CFA Society North Carolina competition advances to the Americas regional competition hosted by CFA Institute.
The winner from the Americas regional competition will advance to the Global Final, where one team will emerge as global champion of the CFA Institute Research Challenge.
Click HERE to see the kick-off presentation held on September 21.
|Sept 21, 2018||Kick-Off|
|Sept 28, 2018||Company Presentation|
|Next 10 days||Preliminary Research|
|Oct 21, 2018||Questions due to Matt Underwood|
|Oct 23, 2018||
Conference Call with Lending Tree, details sent separately
|Oct 24, 2018||Deadline for Registering with CFA Institute|
|Jan 18, 2019||1st Draft Due to Mentor|
|Jan 24, 2019||Final Draft|
|Feb 2019||Local Final Presentations|
|April 23-24, 2019||Regional Finals (New York City)|
|April 25, 2019||Global Final (New York City)|
Subject Company Presentation at Lendingtree, Inc on September 28, 2018 (Charlotte, NC)
CFA North Carolina Research Challenge Subject Company Presentation -LendingTree, Inc
Click HERE to Register for the Research Challenge with CFA Institute.
For additional information on preparing for the Research Challenge click HERE.