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The CFA Institute RESEARCH CHALLENGE offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills. The challenge gathers students, investment professionals, publicly traded companies and corporate sponsors together locally for a real world competition.
What is the Research Challenge?
The Research Challenge is a global Team competition in equity analysis for tomorrow’s best analysts. The contest’s goal is to promote best practices in equity research and company analysis. Students research, analyze, and report on a company as if they are practicing analysts. Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.
How does the Challenge Work?
- The national CFA society hosts and launches the Research Challenge in conjunction with the participating universities.
- The universities assemble teams of 3-5 business and finance students who work directly with a company in researching and preparing a company analysis. .
- Mentors with equity analysis experience will be assigned to each team to help the students.
- Each team (one team per school) submits a research report on a specified company and later does a final presentation in front of a judge’s panel consisting of high-profile members of the Swedish investment community.
This year's contest begins on October 27, 2011. Mentors meet with the students several times between October and January. The local champion is determined in February 2012 and will advance to regional competitions held in March and the Global Finals in April 2012.
Key dates for the 2012 Challenge
2011
October 27 - Kick off (mail at noon)
November 2 - Telephone follow-up
November 11 – Meeting with autoliv (webcast or in person TBA)
November 24 - Last Date Student Registration
December 22 - Written Reports due before noon
2012
January 23 – Scandinavian Final (Stockholm or Copenhagen)
Week of March 5 - EMEA Final in London, UK.
Week of April 8 - Global Final in New York, N.Y., U.S.
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