CFA Institute Research Challenge

We are pleased to announce that a record number of teams takes part in Polish edition of international competition CFA Institute Research Challenge. We would like to thank you for your involvement and great support in promoting our initiative.

This year 25 universities are represented by 33 teams. We wish you all good luck for reports!

All written report are now under review and evaluated by grader till 26th February.

The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis.

Each Research Challenge season leverages the efforts of over 140 CFA member societies, 3,500 member volunteers, and more than 5,000 students from over 1,000 universities. Local competitions (organized by societies) lead up to regional finals; regional champions then convene for the global final.

Shape the Future of Finance! Learn how you can participate in the Research Challenge as a student, a volunteer, or an industry, starting at the local level.
Find out more ⟩⟩

Winners of the Polish Local Final will get a CFA scholarship and attractive cash prizes. Gain real industry experience and access to professionals and experts in the investment industry.

Showcase your business school on a global scale
Provide students with practical training and exposure to top industry professionals

Mentors and Panelists:
Promote best practices in research to the next generation
Give back to the investment profession in a high-impact, time compressed manner

Gain real industry experience
Access to professionals and experts in the investment industry

Am I Eligible to Participate?
You are eligible to participate if:
You are a full time student at a participating university
You do not hold the CFA charter
You have never worked in a role that involved fundamental company analysis
You have never participated in the CFA Institute Research Challenge


Official rules of the competition (the current edition) available on CFA Institute website. Find out more OFFICIAL RULES ⟩⟩

28th November, 2017 — the deadline for registration of teams

14th December 2017 — Kick-Off Meeting

18th February, 2018 — the deadline for report submission

26th February, 2018 — students are informed about evaluation of each written report

2nd March, 2018 — Local Final, Warsaw Stock Exchange building, Książęca 4 st.

4th—5th April, 2018 — EMEA Regional Final, Dublin

20th April, 2018 — Global Final, Seul, South Korea


Benefits of Participating

  • Valuable real-world experience
  • Networking opportunities
  • Direct interaction with financial professionals
  • Build your CV/resume
  • Opportunity to travel (this year you may visit Dublin)
  • Cash prize for team winning local level
  • CFA Program scholarship
  • Intership in one of the best consulting companies

Register directly your team at office@cfa.com.pl.
Deadline: 28th November, 2017

Find out more about the current and last editions of our competition.
The winner of 2016/17 edition was a team from SGH Warsaw School of Economics. The regional-level competition was represended by 21 teams from 16 universities. To find out more watch a short movie with Jan Nalbert, the member of the winning team. The movie is available now on YouTube.com channel.
Do you want to find out more about the current edition? Read our newest aricle about CFA Institute Resarch Challenge with Tomasz Ochrymowicz, CFA, the expert from Deloitte.


The interview was published on CFAbloguje.pl here.

The local final of this edition was held in Warsaw Stock Exchange building in Warsaw, 3rd March, 2017. The conducted research on the subject company was CCC, the leader in footwear sector.


To find out more please visit CFAPoland.org.

The conducted research on the subject company was COMARCH in 2015-16. The winner of this edition was the team from Wrocław University of Economics that represented Poland at the regional global level in Chicago. The local-level competition had 22 teams from 14 universities (Poland, Latvia and Lithuania).


To find out more please visit CFAPoland.org.


CFA Society Poland is one of the 146 member societies of CFA Institute. It was established on April 14th, 2004. There are local member societies in more than 70 countries/territories, and have more than 135,000 members in 150 countries/territories.

The Society promotes the highest ethical standards in Polish investment community. CFA Society Poland gathers professionals involved in broadly defined investment and financial management. This group includes portfolio managers, financial analysts, investment advisors, risk managers and many other finance professionals.

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials.

The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. The CFA Institute’s head office is situated in Charlottesville, Virginia, and CFA Institute has regional offices in Hong Kong, London and New York.

Contact Person:
Monika Grabek, Executive Director
Mobile: +48 668 870 211

Jakub Jański, Marketing and Communication Coordinator
Mobile: +48 798 068 139

e-mail: office@cfa.com.pl