Sub-Regional
Kickoff

5 March 2024

Sub-Regional
Announcement

28 March 2024

Regional
Semifinals

2-3 April 2024

Regional
Finals

4-5 April 2024

Global
Finals

16 May 2024

Americas Sub-Regional

Champions

University College of the Cayman Islands

CFA Society Bahamas, CFA Society Barbados, CFA Society Bermuda, CFA Society Cayman Islands, CFA Society Jamaica, and CFA Society Trinidad and Tobago

Fundacao Getulio Vargas (FGV), Sao Paulo – Team B

CFA Society Brazil

Pontificia Universidad Catolica del Peru

CFA Society Peru

Participants

Universidad Austral de Rosario

CFA Society Argentina & CFA Society Uruguay

University College of the Cayman Islands

CFA Society Bahamas, CFA Society Barbados, CFA Society Bermuda, CFA Society Cayman Islands, CFA Society Jamaica, and CFA Society Trinidad and Tobago

Fundacao Getulio Vargas (FGV), Sao Paulo – Team A

CFA Society Brazil

Fundacao Getulio Vargas (FGV), Sao Paulo – Team B

CFA Society Brazil

Universidad Adolfo Ibanez

CFA Society Chile

Universidad EAFIT

CFA Society Colombia

Universidad Iberoamericana

CFA Society Mexico

Pontificia Universidad Catolica del Peru

CFA Society Peru

Barna Management School

Volunteers in Central America

Champions

McGill University

CFA Montréal and CFA Québec

University of Waterloo

CFA Society Ottawa and CFA Society Toronto

Participants

McGill University

CFA Montréal and CFA Québec

University of New Brunswick

CFA Society Atlantic Canada

University of Alberta

CFA Society Calgary, CFA Society Edmonton, CFA Society Saskatchewan, and CFA Society Winnipeg

Okanagan College

CFA Society Okanagan, CFA Society Vancouver, and CFA Society Victoria

University of Waterloo

CFA Society Ottawa and CFA Society Toronto

Champions

Creighton University

CFA Society Nebraska

Texas Tech University

CFA Societies Texas

Participants

Missouri State University

CFA Society Kansas City

Creighton University

CFA Society Nebraska

University of Tulsa

CFA Society Oklahoma

Saint Louis University

CFA Society St. Louis

Texas Tech University

CFA Societies Texas (North)

Rice University

CFA Societies Texas (South)

Champions

Canisius University

CFA Society Buffalo and CFA Society Rochester

Babson College

CFA Society Boston

University at Albany (SUNY)

CFA Society New York

Participants

Loyola University of Maryland

CFA Society Baltimore and CFA Society Washington DC

Babson College

CFA Society Boston

Canisius University

CFA Society Buffalo and CFA Society Rochester

Providence College

CFA Society Hartford, CFA Society Providence, and CFA Society Stamford

Seton Hall University

CFA Society New York

University at Albany (SUNY)

CFA Society New York

University of Delaware

CFA Society Philadelphia

University of Pittsburgh

CFA Society Pittsburgh

Champlain College

CFA Society Vermont

Champions

Dordt University

CFA Society Iowa

University of Minnesota, Duluth

CFA Society Minnesota

Participants

Cedarville University

CFA Society Cincinnati and CFA Society Columbus

Walsh University

CFA Society Cleveland

Ball State University

CFA Society Indianapolis

Dordt University

CFA Society Iowa

University of Wisconsin – Madison

CFA Society Madison

University of Wisconsin – Eau Claire

CFA Society Milwaukee

University of Minnesota, Duluth

CFA Society Minnesota

University of Michigan

CFA Society West Michigan

Champions

Appalachian State University

CFA Society North Carolina

University of Tennessee at Chattanooga

CFA Society East Tennessee and CFA Society Nashville

Participants

Kennesaw State University

CFA Society Alabama, CFA Society Atlanta, and CFA Society South Carolina

Millsaps College

CFA Society Arkansas, CFA Society Memphis, and CFA Society Mississippi

University of Tennessee at Chattanooga

CFA Society East Tennessee and CFA Society Nashville

Stetson University

CFA Society Jacksonville, CFA Society Miami, CFA Society Naples, CFA Society Orlando, CFA Society South Florida, and CFA Society Tampa Bay

Indiana University Southeast

CFA Society Louisville

Appalachian State University

CFA Society North Carolina

Champions

University of Denver

CFA Society Colorado

Whitworth University

CFA Society Spokane

Seattle University

CFA Society Seattle

Participants

University of Denver

CFA Society Colorado

California State University, Fullerton

CFA Society Los Angeles

Northern Arizona University

CFA Society Nevada, CFA Society New Mexico, CFA Society Phoenix, and CFA Society Tucson

Chapman University

CFA Society Orange County

Oregon State University

CFA Society Portland

Utah State University

CFA Society Salt Lake

Seattle University

CFA Society Seattle

Whitworth University

CFA Society Spokane

University of Nevada, Reno

CFA Society Sacramento and CFA Society San Francisco

San Diego State University

CFA Society San Diego

Atlantic Islands & Latin America

Champions

University College of the Cayman Islands

CFA Society Bahamas, CFA Society Barbados, CFA Society Bermuda, CFA Society Cayman Islands, CFA Society Jamaica, and CFA Society Trinidad and Tobago

Fundacao Getulio Vargas (FGV), Sao Paulo – Team B

CFA Society Brazil

Pontificia Universidad Catolica del Peru

CFA Society Peru

Universidad Austral de Rosario

CFA Society Argentina & CFA Society Uruguay

University College of the Cayman Islands

CFA Society Bahamas, CFA Society Barbados, CFA Society Bermuda, CFA Society Cayman Islands, CFA Society Jamaica, and CFA Society Trinidad and Tobago

Fundacao Getulio Vargas (FGV), Sao Paulo – Team A

CFA Society Brazil

Fundacao Getulio Vargas (FGV), Sao Paulo – Team B

CFA Society Brazil

Universidad Adolfo Ibanez

CFA Society Chile

Universidad EAFIT

CFA Society Colombia

Universidad Iberoamericana

CFA Society Mexico

Pontificia Universidad Catolica del Peru

CFA Society Peru

Barna Management School

Volunteers in Central America

Canada

Champions

McGill University

CFA Montréal and CFA Québec

University of Waterloo

CFA Society Ottawa and CFA Society Toronto

McGill University

CFA Montréal and CFA Québec

University of New Brunswick

CFA Society Atlantic Canada

University of Alberta

CFA Society Calgary, CFA Society Edmonton, CFA Society Saskatchewan, and CFA Society Winnipeg

Okanagan College

CFA Society Okanagan, CFA Society Vancouver, and CFA Society Victoria

University of Waterloo

CFA Society Ottawa and CFA Society Toronto

Central & Southwest US

Champions

Creighton University

CFA Society Nebraska

Texas Tech University

CFA Societies Texas

Missouri State University

CFA Society Kansas City

Creighton University

CFA Society Nebraska

University of Tulsa

CFA Society Oklahoma

Saint Louis University

CFA Society St. Louis

Texas Tech University

CFA Societies Texas (North)

Rice University

CFA Societies Texas (South)

Eastern US

Champions

Canisius University

CFA Society Buffalo and CFA Society Rochester

Babson College

CFA Society Boston

University at Albany (SUNY)

CFA Society New York

Loyola University of Maryland

CFA Society Baltimore and CFA Society Washington DC

Babson College

CFA Society Boston

Canisius University

CFA Society Buffalo and CFA Society Rochester

Providence College

CFA Society Hartford, CFA Society Providence, and CFA Society Stamford

Seton Hall University

CFA Society New York

University at Albany (SUNY)

CFA Society New York

University of Delaware

CFA Society Philadelphia

University of Pittsburgh

CFA Society Pittsburgh

Champlain College

CFA Society Vermont

Midwestern US

Champions

Dordt University

CFA Society Iowa

University of Minnesota, Duluth

CFA Society Minnesota

Cedarville University

CFA Society Cincinnati and CFA Society Columbus

Walsh University

CFA Society Cleveland

Ball State University

CFA Society Indianapolis

Dordt University

CFA Society Iowa

University of Wisconsin – Madison

CFA Society Madison

University of Wisconsin – Eau Claire

CFA Society Milwaukee

University of Minnesota, Duluth

CFA Society Minnesota

University of Michigan

CFA Society West Michigan

Southeastern US

Champions

Appalachian State University

CFA Society North Carolina

University of Tennessee at Chattanooga

CFA Society East Tennessee and CFA Society Nashville

Kennesaw State University

CFA Society Alabama, CFA Society Atlanta, and CFA Society South Carolina

Millsaps College

CFA Society Arkansas, CFA Society Memphis, and CFA Society Mississippi

University of Tennessee at Chattanooga

CFA Society East Tennessee and CFA Society Nashville

Stetson University

CFA Society Jacksonville, CFA Society Miami, CFA Society Naples, CFA Society Orlando, CFA Society South Florida, and CFA Society Tampa Bay

Indiana University Southeast

CFA Society Louisville

Appalachian State University

CFA Society North Carolina

Western US

Champions

University of Denver

CFA Society Colorado

Whitworth University

CFA Society Spokane

Seattle University

CFA Society Seattle

University of Denver

CFA Society Colorado

California State University, Fullerton

CFA Society Los Angeles

Northern Arizona University

CFA Society Nevada, CFA Society New Mexico, CFA Society Phoenix, and CFA Society Tucson

Chapman University

CFA Society Orange County

Oregon State University

CFA Society Portland

Utah State University

CFA Society Salt Lake

Seattle University

CFA Society Seattle

Whitworth University

CFA Society Spokane

University of Nevada, Reno

CFA Society Sacramento and CFA Society San Francisco

San Diego State University

CFA Society San Diego

“What I learned during the Research Challenge continues to help me in my professional life. It gave me the opportunity to work on my technical skills (financial modelling, report writing, research) in real life, and made me confident to present in front of a large audience and network with industry professionals across the world. Participating was worth it, and I still reap the benefits in my professional life today.”

Amber Sunil, CFA | Pakistan Local Winner, 2015

CFA Institute

CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. We promote the highest ethical standards and offer a range of educational opportunities online and around the world.

Connect With Us

© 2024 CFA Institute. All Rights Reserved.