COMPETITIONS
RESEARCH CHALLENGE
How It Works
Local level competitions are organized and judged by CFA Institute society members and volunteers who function as local hosts.
The winning university team from each local competition advances to one of the three regional competitions.
The regional and global competitions are hosted by CFA Institute in the Americas; the Asia Pacific; and the Europe, Middle East, and Africa regions. The winning teams from each regional competition advance to the Global Final, where one team emerges as the global champion.
More information: researchchallenge.pl » & Global Research Challenge website »
Why is it worth? By participating in this year's CFA Institute Research Challenge...
- You have the chance to visit one of countries that organise each year the regional level
- You have the opportunity to apply for a CFA scholarship that significantly reduce your costs under the CFA Program. Reach with us for the CFA title.
- You may meet the best professionals in the industry. Improve your self-presentation skills, which will certainly be useful at many business events in the nearest future.
- You are able to distinguish on labour market. Your CV will obtain an important and worth point.
- You will have the opportunity to learn how teamwork looks like. Preparing a report is not an easy task as one may think, which requires the ability to share responsibilities, punctuality, knowledge and ask right questions. Surprise us during the finals in Warsaw!
- You will find out if an analyst profession suits you. The financial world is currently looking for analysts who are not afraid of challenges.
The competition schedule:
November — Deadline for team registration at office@cfa.com.pl
November/December — Kick-Off Meeting
Late February/March — local final, Warsaw Stock Exchange (presentation of reports by selected teams)
April — EMEA Regional Final
April — Global Final
Benefits of Participating:
- Valuable real-world experience
- Networking opportunities
- Direct interaction with financial professionals
- Build your CV/resume
- Opportunity to travel (this year you may visit Jordan)
- Prize for team winning local level
- Internship opportunities
Previous editions:
2018-19 edition
Target Company: PKN Orlen
Winner: Wroclaw University of Economics and Business
EMEA Regional Final: Zurich, Switzerland
Global Final: New York, USA
Official partners: Deloitte, Bank Gospodarstwa Krajowego (Polish national development bank), Warsaw Stock Exchange, IZFiA
Universities: over 30 teams representing 20 universities (Poland and baltic countries)
2017-18 edition
Target company: Cyfrowy Polsat
Winner: Kozminski University
EMEA Regional Final: Dublin, Ireland
Global Final: Kuala Lumpur, Malaysia
Official partners: Deloitte, Warsaw Stock Exchange, IZFiA
Universities: 33 teams representing 25 universities (Poland and baltic countries)
2016-17 edition
Target company: CCC
Winner: Szkoła Główna Handlowa
EMEA Regional Final: Prague, Czech Republic
Global Final: Prague, Czech Republic
Official partners: Deloitte, Warsaw Stock Exchange
Universities: 26 teams representing 20 universities
2015-16 edition
Target Company: COMARCH
Winner: Wroclaw University of Economics and Business
EMEA Regional Final: Amsterdam, Netherlands
Global Final: Chicago, USA
Official partners: BZ WBK Brokerage House, Deloitte, Warsaw Stock Exchange
Universities: 22 teams representing 14 universities
2014-15 edition
Target company: CD Projekt
Winner: Kozminski University
2013-14 edition
Target company: Netia
Winner: Wroclaw University of Economics and Business
ETHICS CHALLENGE
The CFA Society Poland Ethics Challenge embodies the mission of CFA Institute by promoting "the highest standards of ethics, education, and professional excellence." In addition, it focuses on many of the elements of CFA Institute’s Future of Finance initiative: Transparency and Fairness, Regulation and Enforcement and Safeguarding the System. Equally as important, it helps prepare those entering the investment profession for the ethical challenges that they will face in the workplace.
The first Ethics Challenge was started by CFA Society Poland in 2018. The Ethics Challenge is designed to increase students’ awareness of the ethical dilemmas they may face as future investment management professionals. Student teams from finance or economics programs are given an ethics case to study and evaluate. Each team then presents its analysis and recommendations. Following a question and answer period with each team, the judges then select a winner. Their decision is based on the quality of the team’s understanding of the ethical issues involved, their recommendations, and the quality of their analysis, presentation, and responses to the judges questions. The competition is only in Polish.
The thics Challenge can:
- Improve your professional presentation skills
- Help you gain ethical decision-making experience
- Exposed you to real-world ethical dilemmas
- Train you to work with a team
- Extend your professional network
More information available in Polish: www.ethicschallenge.pl.
QUANT INVEST
Quant Invest is a quantitive analysis competition for students. Participants form teams of maximum 3 students currently pursuing Bachelor’s/Master’s/PhD degree. The competition task is to develop a quantitative method of portfolio construction, which uses financial, non-financial and economic data that allows to determine the sentiment and economic perspectives. Possible applications of solutions in portfolio management and innovation (understood as application of mathematical and machine learning methods) among others will be important from the perspective of evaluation of works.
The first edition was organised by: CFA Society Poland, QuantFin Foundation and PZU TFI SA.
More information at the project’s official website: quantinvest.pl »