CFA Institute Research Challenge Hong Kong Local Final 2024-25

To: UG Year 2 or above students,

You are cordially invited to participate in the CFA Institute Research Challenge Hong Kong Local Final 2024-25 as organized by CFA Society Hong Kong.

The CFA Institute Research Challenge, to be held for the 21^st consecutive year, is an annual global equity research with intensive training in financial analysis and opportunity for mentoring. Students will have the opportunity to gain real-world experience as they assume the role of research analysts.

The Challenge consists of the following components:

• Analysing of a Public Company

• Mentoring by a Professional Research Analyst

• Writing an Equity Research Report

• Presenting Research Findings to a High-Profile Panel of Experts  

Students will be judged on their analytical, valuation, report writing, and presentation skills. Top 5 teams with highest written report scores will be presenting their research results and recommendations to a high-profile panel of judges at the Presentation and Award Ceremony on February 15, 2025 (Saturday). Apart from knowledge-based requirements, all participants should also abide by the Code of Ethics and Standards of Professional Conduct of CFA Institute. Winners will be rewarded with scholarship, certificates, trophies and prizes.

The winning team at the Local Final will advance to the Regional Final and compete with the winning teams from other geographical regions for the opportunities to enter the Global Challenge in the pursuit of the final championship.  The Global Challenge consists of winners of the regional finals held in Asia Pacific, Europe and America.

Past event highlights: https://cfasocietyhongkong.org/cfa-institute-research-challenge-hong-kong-local-final-2023-24/ 

Eligibility#:

1. Year 2 or above undergraduate and postgraduate students in the academic year of 2024-25 who have NEVER participated in this competition.
2. Students from all faculties are welcome to join, but each team should consist of at least 50% of members from HKU Business School.

#CFA Charterholders and students who have extensive prior work experience in fundamental company analysis are not eligible. For details, please refer to P.6 of the Challenge's guidelines. 

Application Method:

Interested students should form a team of 3-5 members, which the team leader should submit the online application form at https://hku.au1.qualtrics.com/jfe/form/SV_8wU6CeKxKDrO38G with personal details and CVs of each team member by September 10, 2024 (Tuesday).

Shortlisted teams will be invited to go through further internal selection by mid of September for the School’s consideration and nomination. Students who do not hear from us by then can regard your application as unsuccessful.

For details regarding the background, rules and regulations of the Challenge, please refer to the guidelines HEREor the competition website.

Disclaimer:

1. The School will not be responsible for any expenses incurred in this Challenge.
2. The School shall not be held liable in the case that data collected by the organizer disputes, loss, or any other situations arise.