Research Challenge
The CFA Institute Research Challenge is an annual global competition, which provides university students with the opportunity to gain hands-on intensive training in financial analysis.
The global competition allows student teams to gain experience as research analysts and compete against other teams from universities around the globe putting their skills in the field of corporate analysis, valuation, reporting and presentation to the test. Experienced CFA® Charterholders support each team as mentors. Every year in the German national competition, a new company is analysed by the next generation of investment experts. We usually have up to 10 German universities participate in the competition. CFA Society Germany conducted the CFA Institute Research Challenge in Germany for the first time in 2010.
EMERGING FINANCIAL ANALYSTS IN GLOBAL COMPETITION
In this image film, you will learn more about the CFA Institute Research Challenge process and what students can expect in this exciting competition, in addition to lots of practical experience.
Process of the research Challenge
Teams
Universities and faculty advisors form teams of 3-5 students.1
Kick Off Call
CFA Society Germany announces subject company.2
Company presentation
Teams get to know the subject company and have their questions answered.3
Equity research report
Each team prepares an equity research report on the subject company and is supported by an industry mentor.4
Evaluation of the reports
Each team’s findings are locally evaluated by a high-profile panel of CFA Charterholders and executives from the financial industry.5
Local Final
The best three teams advance to the Local Final and present in front of the jury6
Subregional Final
The winner of the Local Final advances to the subregional round7
EMEA Final
The winners of the Subregional Finals compete in the EMEA Final.8
Global Final
EMEA champions advance to the Global Final.9
Christian Inci Finalist Research Challenge 2019
"I can recommend this competition to anyone with the curiosity, desire and will to go the famous 'extra mile' and who wants to work in investment banking. In addition to reading thousands of pages of annual reports, researching for market studies, various analyses and evaluations, you need comprehensive soft skills in project management and in dealing with different personalities in a team."
A Voice of a subject company
The CFA Institute Research Challenge holds learning experiences for everyone involved, not just the students, as Florian Jehle, Senior Vice President Strategic Initiatives,
Technology & Innovation Management, of the 2019 subject company Fresenius Medical Care explains.
Technology & Innovation Management, of the 2019 subject company Fresenius Medical Care explains.
Links
Usefull Links regarding the CFA Institute Research Challenge
