Take the 2015 CFA Institute Research Challenge!

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The CFA Society of Chicago has invited IIT Stuart to participate in the annual CFA Institute Research Challenge, where teams of 3-5 business and finance students work directly with an equity mentor to research and prepare company analyses.

Participants will have a unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance programs. In 2014, IIT Stuart’s team took first place in the Chicago local level competition, and went on to compete in the Americas Regional competition in Denver.

Participant Profile

In order to be a competitive candidate and well-prepared to participate in the CFA Challenge, the following coursework and experience is strongly recommended (but not required):

  • MSF 544 Equity Valuation and MSF 534 Corporate Finance
  • Experience in Stuart Investments
  • Strong writing and presentation skills
  • Previous work or internship experience in this area

Team Selection Process

  • Interviews will be conducted the week of September 28-October 5. Sign up for an interview time slot and be sure to bring your resume and a one-page document outlining why you are interested in getting involved in this competition, and what special skills or qualifications you would bring to the team. Please note: 24-hour cancellation is required if you are unable to attend your interview.
  • Once selected, the Stuart CFA Research team will prepare a detailed equity research report on the company selected by the CFA as the subject for this year's Chicago competition.