Watch Three Finalist Presentations 2018

    Listen to 2018 Kickoff Call

    View the 2018 Kickoff Presentation

    2017 Kickoff Presentation

    2016 Research Challenge Kickoff Presentation 

    2016 Research Challenge Kickoff Conference Call

    Research Challenge

    The CFA Institute Research Challenge is a global competition which tests the analytic, valuation, report writing, and presentation skills of university students. The challenge comprises analysis of a publicly-traded company, mentoring by a professional research analyst, writing a research report, and presentation of research to a panel of experts.  The first Research Challenge competition was hosted by the New York Society of Security Analysts in 2002 and involved just five teams from the New York area. Since then, the competition has grown to involve thousands of students from over 1,000 universities in more than 75 countries.

    View the 2019 Kickoff Presentation

    Watch the 2019 Finalist Team Presentations

    Request the 2019 Kickoff Call Audio - Contact Cathy Ford - [email protected]

    Congratulations to our 2019 winner University of South Carolina


    The challenge is a volunteer-intensive effort and requires the participation of many industry leading portfolio managers and analysts.  Opportunities for volunteering include grading the written research reports, mentoring a team, or judging the oral presentations.  CFA continuing education credit may be available for volunteering.  If you are interested in helping in any of these capacities, please email us at [email protected].

     Students and Faculty

    If you are a student or faculty member from a college or university in Georgia, South Carolina, or Alabama and are interested in joining this year’s CFA Institute Research Challenge Southern Classic, please send an email to [email protected].

     Past Champions



    Subject Company



    Year 1

    MedAssets, Inc

    Georgia Tech


    Year 2

    Cbeyond, Inc

    Georgia State University


    Year 3

    Global Payments, Inc

    University of Georgia


    Year 4

    AGCO Corporation

    Wofford College


    Year 5

    Rock-Tenn Company

    University of Georgia


    Year 6

    Mohawk Industries, Inc

    University of Alabama


    Year 7

    Axiall Corporation

    Wofford College


    Year 8

    Intercontinental Exchange

    University of Georgia


    Year 9

    Delta Air Lines

    Kennesaw State University


    Year 10


    University of South Carolina


    Year  11

    HD Supply Holdings 

    University of South Carolina