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 900+ universities, 113 CFA Local Level Challenges, and 150+ local hosts in 91 countries and territories with more than 3,000 dedicated member volunteers participated in the 2020-2021 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.
Schedule of Events
Research Challenge spans October 2021 through April 2022 and consists of the following components:
CFA Society Chicago Research Challenge Kick-Off Webinar – October 1, 2021
Introduction to Company Analysis
Financial Analysis Review Grid
Teams registered with CFA Society Chicago and CFA Institute – October 29, 2021
CFA Society Chicago to assign each team an industry mentor – By November 18, 2021
Company Presentation – November 19, 2021
Expert Analyst Webcast – December 3, 2021
Finalized Equity Research Report due to CFA Society Chicago – January 11, 2022
Advancing Teams Announced – February 11, 2022
CFA Society Chicago Local Level Competition – February 25, 2022
CFA Institute Sub-Regionals – March 21, 2022
Americas Regional Semifinals – Week of April 4-8, 2022
Americas Regional Finals – Week of April 4-8, 2022
Global Final (New York City) – May 17, 2022
Feature Company: Motorola Solutions
Motorola Solutions is a global leader in mission-critical communications and analytics. Their technology platforms in mission-critical communications, command center software, video security & analytics, bolstered by managed & support services, make cities safer and help communities and businesses thrive.
Headquartered in Chicago, IL, Motorola Solutions had $7.4 billion in sales in 2020. The organization has more than 18,000 employees in 50 countries and over 100,000 customers in more than 100 countries.
Participating Universities
Augustana College
DePaul University
Illinois Institute of Technology
Northern Illinois University
Northwestern University
Olivet University
University of Illinois Springfield
University of Illinois Urbana-Champaign
QUESTIONS?
Contact us at researchchallenge@cfachicago.org
Company Presentation: 2021-2022
Research Challenge Industry Experts
2020 – 2021 CFA Society Chicago Presentations
