Curricula

Objectives

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.

Content

Several topics related to:
Quantitative Methods
Economics
Financial Reporting and Analysis
Corporate Finance
Equity Investments
Fixed Income
Derivatives
Alternative Investments
Portfolio Management
Wealth Planning

Time and location

During Finance and Corporate Governance Academic Track lecture meetings.

Learning materials and recommended literature

Workshops, Group reports, Presentations

Teaching methods

Workshops, Group reports, Presentations

Exam dates and retake possibilities

The project competition is held once a year and at various levels by CFA Institute.

International connections

Interactions with project participants and organizers at the international level.

Student workload

Self-study =25 hours
Group work = 50 hours
Report writing = 30 hours
Discussion and Presentations= 20 hours
Feedback and seminars = 10 hours

Content scheduling

From November to March of the following year

Further information for students

The CFA Research Challenge project can only be taken by Finance and Corporate Governance academic track's students

Evaluation scale

0-5

Further information

The project is implemented in different phases:

1. Local level competitions are organized and judged by CFA Institute society members and volunteers who function as local hosts.

2. The winning university team from each local competition advances to the sub-regional competition.

3. The sub-regional, regional, and global competitions are hosted by CFA Institute in the Americas; the Asia Pacific; and the Europe, Middle East, and Africa regions. The winning teams from each sub-regional competition advance to the regional competition. Regional winners advance to the Global Final, where one team emerges as the global champion.