The CFA Institute Research Challenge is an annual global competition that provides university students from business schools with hands-on mentoring and intensive training in financial analysis. Students work in teams of three to five members to research and analyse a publicly traded company.
Each team writes an equity research report on a publicly traded company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals.
This annual educational initiative promotes best practices in research among the next generation of analysts and complements the university curriculum by simulating the real world experience of an equity analyst.
Participants research a publicly traded company and assemble an equity research report of their findings and recommendations.
Application for participation in the Challenge is open to students of the Business School from 1 May to 31 May each year. To apply, send the documents below via email to Kingsley Fong (email@example.com):
Comprehensive training provided includes a Kick-off Meeting (2.5 hours), Company information session (2 hours), Bloomberg site training (1 hour), Consultation with faculty adviser (10 hours), Consultation with industry mentor (6 hours).
Around 120 hours across Term 2 and Term 3. Time is spent mostly on preparation in Term 2 and the report in Term 3. Timeline of last year Challenge can be found at https://cfas.org.au/sydney/.
Yearly in Term 2 and Term 3
Academic & scholarly skills, Critical & analytical thinking, Cross-cultural & global citizenship, Interpersonal & communication, Maths, finance & accounting, Organisational & time management, Team work & networking, Writing & editing
School of Banking and Finance, UNSW Business School
Kingsley Fong, Associate Professor
For more information about co-curricular activities see UNSW Advantage.