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Financial Research and Learning Lab


The CFA Institute Research Challenge is an annual global equity research competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students gain real-world experience as they assume the role of a research analyst and are tested on their ability to value a stock, write an initiation-of-coverage report, and present their recommendations.

Follow this link for more information: CFA Institute Research Challenge (

Registration deadline: October 16, 2023

A faculty advisor from uOttawa will choose and organize a team (3-5 members) for the local level. A maximum of 2 teams per university campus is permitted to compete. Students must attend at least 80% of their classes at the particular campus to represent that campus. For the Research Challenge, students must be enrolled as a full or part-time student by the registration deadline date.