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Research Challenge


CFA Society Alabama is proud to sponsor the annual CFA Institute Research Challenge as a partner in CFA Society Atlanta's annual Southern Classic Research Challenge. Through the Research Challenge college students are able to gain valuable financial markets experience while representing their respective universities in competition.

If you are interested in volunteering as a team mentor, a grader of submissions, or if you would like to register a team please email

"It’s a great opportunity for students to get real world, hands-on experience researching, analyzing and valuing a public company.  Multiple benefits include the opportunity to compete with students across the globe, work in teams, develop written and oral communication skills, develop practical financial analysis skills and knowledge and to learn from an industry mentor and their faculty advisor."


- Rusty Yerkes, PhD, CFA (Samford University)

"I can't come up with a better learning experience than putting in the work required to prepare an investment case for the CFA Research Challenge, presenting it, and then getting feedback on it from highly accomplished investment professionals. We look forward to participating every year."

John Heins Director, Fitzpatrick Center for Value Investing (The University of Alabama) 

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