CFA 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

2024 Participating Universities

  • To Be Confirmed

To be a future participant, please contact Steven Wang, CFA at


  • Team Submission Deadline - 
  • IRC Kick-Off Presentation/Call - October 13th, 2023
  • Subject Company Meeting/Call - November (TBD), 2023
  • Register with CFA Institute Deadline - Click Here
  • Final Report Due - January 16th, 2024
  • Local IRC Competition - February16th, 2024
  • Sub-Regional Kickoff - TBD
  • Sub-Regional Video Presentations Due - TBD
  • Sub-Regional Advancement Announcement - TBD
  • Regional IRC Semifinals -  TBD (live virtual in Zoom)
  • Regional IRC Finals - TBD (live virtual in Zoom, will be live streamed for larger audience)
  • Global IRC Final - TBD (live in-person in Washington, D.C.)

2023 Subject Company
To Be Announced

2023 CFA Institute Research Challenge in Los Angeles Champions AND Americas Regional Final Champions: California State University, Fullerton

CSUF was one of the first California teams in years to make it to the Americas Regional Finals. After the competition, they were able to present to the CEO of Chipotle.

Volunteer Opportunities

Contact Caitlin Topkis at

Sponsored By:

YouTube Facebook Twitter Instagram LinkedIn