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.
Sub-Regional
Kickoff
4 March 2025
Sub-Regional
Announcement
27 March 2025
Regional
Semifinals
8-9 April 2025
Regional
Finals
10-11 April 2025
Global
Finals
5 May 2025
María Claudia Rossi, CFA and 2018 Americas Regional Finalist, has some great advice for this year’s participants. In this Q&A, you’ll hear from María on what worked, what didn’t, what obstacles to watch out for—and, ultimately, why it was all worth it.
The most important thing was having all the team members committed to working as hard as needed to make it as far as we could. With that in mind, we started drafting the whole strategy. Our priorities were doing the most research possible, practicing as much as we could, and always working as a team. Getting ourselves to be confident in our team was crucial for success. After all, we were the first Peruvian team to make it to Americas Regional Final Round.
At first, we expected every team member to know everything, but that thinking didn’t work out. We formed as a team because everyone had a different and complementary set of skills, so what worked best in the end was leveraging our diversity—everyone got focused on a specific assignment and role while always supporting each other. We ended up working as an orchestra: each team member took care of a specific part of the presentation, but all the music was made in coordination.
I would list three obstacles:
Maybe practice a bit more for the Q&A questions, since this was the section where we got the lowest score and, in my opinion, the toughest module of the competition. It is very difficult to be prepared for all the possible questions the jury could ask, but reading and practicing as much as possible can make a difference.
It was one of the best experiences I have had. All the hard work was worth it when we got the announcement that we were in the Americas Regional Finals. From this experience, I gained five good friends (my team and our mentor) and developed hard and soft skills that will be useful along my career path. Just to name a little of what I learned through the competition: teamwork, presentation skills, attention to detail, working under pressure, and a lot of financial knowledge!