CFA Research Challenge (Season 2016-2017)

At a Glance...




About the Event

The CFA Institute Research Challenge is an annual global 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 research analysts and are tested on their ability to value a stock, write an initiation-of-coverage report, and present their recommendations.

– Team comprising of 3-5 SIMGE students
– Knowledge in Financial Statement Analysis, Corporate Finance, Investment Analysis and Portfolio Management, with excellent communication skills
– At least one member with strong accounting background
– Complete “Ethical Standard for Investment professionals: An interactive Case-Based Course” interactive webcast on CFA institute webpage
– Should not be CFA charter holders or past participants of the local challenge in any country
– Not employed in a role whose primary duty involves fundamental company analysis, unless the team member was an intern and the cumulative time the primary duty involved was less than 6 months

Students are to sign-up by 7th Oct 2016 via email to

Students are to provide the following details:
1. Official first name
2. Official last name
4. Student Card No.
5. Nationality
6. Email
7. Mobile number
8. Name of University:
9. Program
10. Year of graduation


INC is Singapore Institute of Management's leading investment club, founded in 2008 to answer the challenge to raise financial literacy levels among students in SIM.

Student Enquiries: 
Corporate Contact:

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