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Save the Date-2026 CFA Institute Research Challenge

Feb 28, 2026 12:00 pm 5:00 pm

Registration Coming Soon!

You are invited to attend the CFA Institute Research Challenge hosted by CFA Society North Carolina for an exciting competition in which student teams from universities across North Carolina present their own equity investment research on a leading, North Carolina-based company to a panel of investment industry experts.

The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation. 

Each Research Challenge season leverages the efforts of over 150+ CFA member societies, 3,500+ member volunteers, and more than 5,000 students from over 1,000 universities.     

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 standards of the CFA Institute Code of Ethics and Standards of Professional Conduct.

Queens University of Charlotte

1928 Selwyn Avenue
Charlotte, North Carolina 28274