Research Challenge

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CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual global competition that connects university students with investment professionals from within the CFA Society® network. The competition provides students with hands-on mentoring and intensive training in financial analysis and ethics and tests participants' analytical, valuation, reporting writing, and presentation skills.

Members of our society, along with a faculty advisor and an industry mentor, work with teams of students to value a stock, 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. 

Learn more and read FAQs See the schedule and get involved

2023 CFA Society Seattle Research Challenge

UW Foster School of Business - 2023 CFA Society Seattle Winning Team

(Patrick He - Research Challenge Chair - 2022 / 2023 CFA Society Seattle )

UW Foster School of Business
Joaquin Leija, Jacob Bennatt,  Monserrat Villasenor, Kunal Mitra, Aaryan Wadhwa
Thanks to Kaplan Schweser for supporting our Research Challenge!

Thank you to our 2024 Research Challenger Sponsor: