Institute Research Challenge

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 industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition. Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.

CFA Society Los Angeles is proud to host the annual local level of the CFA Institute Research Challenge in Los Angeles.

About          Official Rules        Fact Sheet            Educational Resources

2019 Participating Universities

  • California State University, Fullerton
  • California State University, Northridge
  • Loyola Marymount University
  • Pepperdine University
  • University of Southern California

To be a future participant, please contact Jitendra Motwani, CFA at


  • Team Submission Deadline - November 10th, 2019
  • IRC Kick-Off Presentation/Call - November 14th, 2019
  • Subject Company Meeting/Call - December 13th, 2019 (Conference Call)
  • Register with CFA Institute Deadline - December 17th, 2019
  • Final Report Due - February 10th, 2020
  • Local IRC Competition - February 28th, 2020 (2:30PM-7:00PM)
  • Regional IRC Competition - April 20th-21st, 2020 in New York
  • Global IRC Final - April 22nd, 2020 in New York

2019 Subject Company

Edwards Lifesciences (NYSE: EW) is the global leader in patient-focused medical innovations for structural heart disease, as well as critical care and surgical monitoring. Driven by a passion to help patients, the company collaborates with the world’s leading clinicians and researchers to address unmet healthcare needs, working to improve patient outcomes and enhance lives.


2019 CFA Institute Research Challenge in Los Angeles Champions: California State University Northridge David Nazarian College of Business and Economics

Volunteer Opportunities

Contact Jitendra Motwani, CFA, at

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