CFA Institute Research Challenge hosted by the CFA Society Chicago 2017-2018

CFA Institute Research Challenge

An educational initiative that promotes best practices in equity research among the next generation of analysts

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

More than 5,000 students from over 1,000 universities, 99 CFA Local Level Challenges, and 140 local hosts in 75 countries and territories with more than 3,500 dedicated member volunteers participated in the 2016-2017 CFA Institute Research Challenge.

Click here for details on how the Research Challenge works.

CFA Society Chicago is proud to host the local level of the CFA Institute Research Challenge in Chicago.



2016 - 2017 CFA Society Chicago Local Level Winner

IIT Team  

Participating Universities

2016-2017: TBD


Feature Company

  • 2017-2018: TBD
  • 2016-2017: McDonald's Corporation
  • 2015-2016: Mead Johnson Nutrition Co
  • 2014-2015: CME Group Inc.
  • 2013-2014: Lifflefuse Inc.
  • 2012-2013: Aptar Group Inc.
  • 2011-2012: Zebra Technologies

Schedule of Events

The CFA Society Chicago Challenge spans October 2017 through February 2018 and consists of the following components:

  • CFA Chicago Research Challenge Kick-Off Webinar (October 6, 2017)
  • CFA Chicago to officially announce Feature Company (October 6, 2017)
  • CFA Chicago to assign each team an industry mentor (Early October)
  • Mentoring by a professional Research Analyst (6 hours between October - January)
  • Teams finalized and registered with CFA Chicago and CFA Institute (End of October)
  • Student and Faculty Advisor registration deadline for Feature Company Presentation (early November)
  • Feature Company Presentation (November 10, 2017)
  • Equity Research Report due to CFA Chicago (January 2018)
  • Advancing Teams Announced (January 2018)
  • CFA Chicago Local Level Competition (February 2, 2018)
  • Americas Regionals in Boston (March 19-20, 2018)
  • Global Final in Seoul, South Korea (April 20, 2018)

Universities competing at the Local Level Final on Friday, February 1, 2018:

  • TBD


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