CFA Institute Research Challenge


Regional Judges

As a Judge, you will help provide students real world experience in presenting research results and analysis. Judges view each presentation as a sell-side presentation either to the buy side or to a director of research listening to and critiquing a member of his/her team. The student teams will present for ten minutes. Please hold all questions until the presentation is finished. Judges will then have ten minutes to ask questions. Questions should feed off the team presentations; however, it is a good idea to prepare one or two general questions in advance.

Judges will receive 4 CE credits for their participation. If you have any questions, please contact

Judge role description

Judge Guidelines

Previous winning presentations

Presentation Scoresheet

Regional Graders

As a Report Grader, you will help provide students real world experience in submitting a research report. You will introduce them to best practices in research techniques and ethics in investments to form the way they practice in the field during the course of their careers.

Interested in volunteering as a regional grader? Please review the role description and contact

Report Grader Guidelines

Previous winning reports

Written report scoresheet

Local 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 when it becomes available.

Because not all teams have five students, a limited number of spots will be available 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.