Research Challenge

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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. 

Learn more and read FAQs See the schedule and get involved

Is your University up for the Challenge?

 The 4th Season of our CFA Institute Research Challenge officially kicks off on the 4th of October 2024. Interested universities and students can indicate their commitment to participate or contact us for more details via email - info@ghana.cfasociety.org.

What It Is

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

How It Works

The Local level competition for Ghana is organised and judged by CFA Society Ghana members and volunteers who function as local hosts.

The winning university team from our local competition and that of other CFA Societies advance to the sub-regional competition.

The sub-regional, regional, and global competitions are hosted by CFA Institute in the Americas; the Asia Pacific; and the Europe, Middle East, and Africa regions. The winning teams from each sub-regional competition advance to the regional competition. Regional winners advance to the Global Final, where one team emerges as the global champion.

Competition Schedule

Local Finals

22nd February 2025

Sub-Regionals

The Sub-Regional round will take place during the month of March. After all local competitions have completed, local winners will receive specific instructions for recording their sub-regional presentations. Teams advancing from the sub-regionals to the regional semifinals will be announced at the end of March.

Regional Semifinals

8-9 April 2025

Regional Finals

10-11 April 2025

Global Final

Week of 5 May 2025 in Chicago, USA

2023-2024 Corporate Partner 

Cal Asset Management Ltd

Participating Universities

  • Academic City University College
  • Ashesi University 
  • Central University College
  • Kwame Nkrumah University of Science and Technology
  • University of Cape Coast 
  • University of Ghana Business School
  • University of Professional Studies, Accra