Hosted locally for the 22nd consecutive year, the CFA Institute Research Challenge is a global competition designed to promote best practices in #research among the next generation of analysts. Through hands-on mentoring and intensive training in company analysis, participants gain invaluable experience that prepares them for successful careers in finance.
How to Participate?
Participating students will be recruited by faculty members of their respective universities. Every year, recruitment for student participants will be opened in September. Please consult faculty members of your respective universities for details.
Students who are interested in participating in the challenge can fill out the Participation Inquiry Form below. Upon receiving your submission, we will forward your information to the faculty members of your respective university for further action.
Timeline for the Research Challenge – Hong Kong, Regional and Global Finals 2025-2026
CFA Institute Research Challenge – How does it work?
Local-level competitions are organized and judged by CFA Institute society members and volunteers who function as local hosts. CFA Society Hong Kong has been the local host since 2005.
The Society will work with universities in Hong Kong and Macau to assemble teams of three to five undergraduate and/or graduate students. Teams research and analyze a designated publicly-traded company; prepare a written report on the company that supports a buy, sell, or hold recommendation; receive advice and support from a faculty advisor and an industry mentor; and present and defend their findings to a panel of industry experts.
View the Official Rules
Receive in-depth training in equity analysis, research report writing, and presentation skills
Receive hands-on mentoring
Develop your resume / CV
Network with industry professionals and peers from other universities, paving the way for career opportunities
Elevate your university’s reputation on a global scale
Contributions from Industry Professionals
By joining as a mentor, grader, or judge, you play a key role in promoting the highest standards of ethics, education, and professional excellence both for the students and, ultimately, for the Society. It provides an excellent opportunity to offer guidance, direction, suggestions, and feedback to student teams participating in the challenge.
Please stay tuned for further announcements.
Sponsorship Opportunity
Sponsors’ involvement is crucial for the success of the competition.
Please email us at info@cfahk.org or +852 2521 2543.
Participation (Coming Soon)
Sponsors & Supporting Organizations (Coming Soon)