Research Challenge


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. 

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2024 CFA Society Seattle Research Challenge

Congratulations Seattle University!

We are pleased to announce the winners of the 2024 CFA Society Seattle Research Challenge is Seattle University. Their hard work, dedication and team work showed in their presentation.

A special thank you to our Research Challenge Chair, Jason Kronstad, CFA for all his hard work and dedication in making sure the Research Challenge was an all around success.

Seattle University 2024 winning team

Faculty advisor: Ekaterina (Katya) Emm, Michael Frank, Seamus Cleary , Lathan Chatfield, Payal Halani, Unnati Sankhe and CFA Society Seattle Research Challenge Chair Jason Kronstad, CFA, CAIA

Photo Credit: Kim Barlow - Real Portraits

UPDATE: Congratulations to the Seattle University team for their remarkable achievement in becoming one of the Western US Sub-Regional Champions for this season's CFA Research Challenge! Your dedication and hard work have undoubtedly paid off, and your success is a testament to your exceptional skills and knowledge in the field.

Although the team didn't emerge victorious in the Americas Regional Semifinals, your participation and effort are truly commendable. Competing against 17 other university teams is no small feat, and reaching this stage is a significant accomplishment!

Thanks to Kaplan Schweser for supporting our Research Challenge!