Dates: November, 2021 to May, 2022 (Spring Semester)
Who: Undergraduate and Master Students apply as individuals. Five students will be selected, including master and undergraduate students.
What: Local CFA® Societies work with universities 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 that 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. Winners from the local competitions advance to subregional competitions, then on to regional competitions in the Americas, Asia, and Europe, culminating in a global final.
Local-level competitions are organized and judged by CFA Institute society members and volunteers who function as local hosts.
The winning university team from each local competition advances to the sub-regional competition.
The sub-regional, regional, and global competitions are hosted by CFA Institute in the Americas; the Asia Pacific; and Europe, Middle East, and Africa regions. The winning teams from each sub-regional competition advance to the regional competition. Regional winners advance to the Global Final, where one team emerges as the global champion.
Registration ends Sunday, October 31, 2021