CFA Institute Research Challenge

Travel and Hotel Information

CFA Institute will cover travel and hotel expenses for students, sponsored guests, and judges as detailed below:

Students and Sponsored Guests: Travelers are responsible for covering costs associated with visa and passport fees, luggage fees, food outside of the event, ground transportation, and any other incidental expenses.

Judges: CFA Institute will cover reasonable incidental expenses as described in the Volunteer Travel Policy.


Travel Information and Policy

Monday, 26 February 2018 All Participants must book travel
Monday, 19 March 2018 All Participants arrive (students by 3pm)
Wednesday, 21 March 2018 All Participants depart

All students, sponsored guests, and judges must book their travel to and from the event using cievents. Reservations made through agencies other than cievents will not be eligible for reimbursement. cievents will reach out to participants whose travel will be covered by CFA Institute.

If travelers decide to extend their stay, choose different layovers, etc. CFA Institute will only pay for the most direct (i.e. shortest offered) and economical route round trip option. Personal add-on travel costs will be the responsibility of the traveler.

Students: Students are expected to arrive in Boston on 19 March by 3:00pm and depart on 21 March. CFA Institute will cover the most direct (i.e. shortest offered) and economical round trip airfare that takes students from their departure city to Boston and back. Personal add-on travel costs will be the responsibility of the student.

Sponsored Guests and Judges: Sponsored guests and judges are expected to arrive in Boston on 19 March anytime and depart on 21 March. CFA Institute will cover the most direct (i.e. shortest offered) and economical round trip airfare that takes travelers from their departure city to Boston and back. For routes in excess of 3,000 miles (one-way) it is the policy of CFA Institute to allow sponsored guests and judges to book a business class ticket. If you qualify for a business class ticket you may, in lieu of the business class ticket, book an economy class ticket for you and one guest. Personal add-on travel will be the responsibility of the sponsored guest or judge. The sponsored guest and judges could be assessed tax liabilities and it is recommended sponsored guests and judges discuss the option with their tax adviser.

Visa letters: You can request a visa letter in the event registration form. All attendees must register.


Hotel Information and Policy

Westin Copley Place
10 Huntington Ave
Boston, MA, USA
(617) 262-9600

Check-in time: 3:00pm
Check-out time: 12:00pm
Directions to the hotel

CFA Institute will make hotel reservations on behalf of students, sponsored guests, and judges for two nights – checking in 19 March and checking out 21 March. Check-in and check-out times are determined by the hotel and CFA Institute is unable to guarantee changes to these times.

Other guests attending the event will need to make their own reservations. We do not have a special rate for additional guests. Attendees that wish to extend their hotel reservations or make special requests must do so directly with the hotel.

Students: Students will room with one other student. Roommates will be assigned by CFA Institute according to university affiliation and gender. Please note, students may be assigned to room with a student from another university.

Sponsored Guests and Judges: Sponsored Guests and Judges will have individual rooms.

Host Coordinators: All local hosts and society members are encouraged to attend the regional and global events. We will cover hotel costs for one person from each host to attend. All attendees must complete registration.

Because not all teams have five students, we will reuse spots from teams with three or four students for host coordinator travel. At the completion of all the local competitions in a specific region, we will know the number of available student spots that will determine the number of Host Coordinators that can travel. The spots will be assigned randomly to host coordinators that are not already attending the event in the capacity of a judge or the team’s sponsored guest. Learn more about the Host Coordinator Travel Lottery.