The Research Challenge spans one academic year, and consists of the following components:
- Training in Research and Report Writing: Students receive training by attending CFANY-sponsored seminars on Tools for Analysts, Presentation Skills, Report Writing, and Ethics. Seminar instructors are selected by CFANY.
- Analysis of a Public Company: Teams research the same public company, selected by CFANY, which includes a question-and-answer session with company management.
- Mentoring by a Financial Market Professional: Hands on mentor who advises and critiques the team’s report.
- Assessment of Written Reports: A group of volunteer graders selected from CFANY’s membership assess the written research reports.
- First-Round Presentation to High-Profile Wall Street Experts: All teams present their research to Wall Street experts. The experts choose the final five teams with the strongest research to present their final reports.
- Final Five Presentation to High-Profile Wall Street Experts: The final five present their research to a panel of respected Wall Street experts. The winning team is selected based on the combined scores for the written report and the presentation.
Heloise Ham Scholarship Fund Application
CFA Society New York is pleased to announce that students who participate in the CFA Research Challenge in the Greater New York region, may apply to receive scholarship funds from the Heloise Ham fund via the Graham Center. A limited number of scholarships will be awarded. To apply, and for more information about the fund and how to qualify, click the button below.
Schedule of Events 2020
|Fri. October 18||CFA Institute Research Competition locally hosted by CFA Society New York: Kicks-Off|
11:00 a.m. – 4:00 p.m.
|Fri. November 1||Subject Company Presentation at CFA Society New York|
|Thurs. January 23||Deadline of 12:00 p.m. to submit Final Research Report as a PDF to Vanessa Ceballos & Mario Carias|
|Fri. January 31||Toastmasters: “How to Make a Killer Presentation” |
at CFA Society New York
|Fri. February 14||First-Round Presentations at CFA Society New York, 8:30 a.m. – 5:30 p.m.|
Team’s time slot TBA approximately 10 days prior
|Fri, March 6||CFANY Final Five Competition|
|Monday/Tuesday, April 20-21||Americas Regional Competition in New York, NY|
|Wednesday, April 22||Global Final Competition in New York, NY|
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