Начало / Университетът / Факултети / Стопански факултет / Новини от факултета / Покана към студентите на Стопанския факултет от Българската CFA Асоциация






За поредна година Българската CFA Асоциация кани студентите на Стопанския факултет да вземат участие в ежегодното състезание по финансов и инвестиционен анализ - CFA Research Challenge. Желаещите студенти нека изпратят мейл, най-късно до 14-и ноември (сряда) на гл. ас. д-р Божидар Недев: bozhidar.nedev@feb.uni-sofia.bg


On behalf of CFA Society Bulgaria, I would like to invite Sofia University, FEBA to participate in the 2019-2020 season of the CFA Institute Research Challenge. The Research Challenge is a competition in which student teams from leading business universities in Bulgaria prepare an equity research report on an assigned publicly-traded company and present their findings to a panel of investment industry experts. CFA Society Bulgaria will provide full sponsorship in the form of air travel and hotel accommodations to the winning team to participate and compete in the EMEA Regional Final that will be held on 1-2 April 2020 in Jordan, and then eventually in the Global Final to take place in New York, USA.


This annual educational initiative is designed to promote best practices in research among the next generation of analysts through hands-on mentoring and intensive training in company analysis. It is intended to complement university curriculum by simulating the real world experience of an equity analyst.


The Challenge spans November 2019 – March 2020 and consists of the following components:

  • Analysis of a publicly-traded company (listed on the Bulgarian Stock Exchange): Gradus (https://www.gradus.bg), to be the host of the local Kickoff & Subject Company Meeting, which will take place on 22th of November 2019 in Sofia at 10:30 am (the hour may be changed).
  • Mentoring by a professional research analyst;
  • Composition of an equity research report; and
  • Presentation of the research outcome to a high-profile panel of experts (CFA charterholders).

Each university elects up to two teams of 3-5 members to represent it in the competition. We strongly recommend your university to elect two student teams in order to give more opportunity for students to participate and to increase your university’s chance to win the local competition. Both graduate and undergraduate students are eligible. Students must be enrolled in the current term at the university at the time of the local Kickoff & Subject Company Meeting in Sofia. CFA Charterholders and students who have extensive prior work experience in fundamental company analysis are not eligible.


Each Research Challenge season leverages the efforts of over 140 CFA member societies, 3,500 member volunteers, and more than 5,000 students from over 1,000 universities. In 2018-2019 season CFA Institute Research Challenge in Bulgaria gained more than 50 students from 9 Bulgarian universities.


For this season of CFA Institute Research Challenge in Bulgaria, we have received or we are currently waiting to receive confirmation for their participation of the leading universities in Bulgaria.


The competition will culminate with the EMEA Regional Final to be held in Jordan and then the Global Final to be held in New York, USA. The Global Final consists of the winners of the regional finals held in Asia-Pacific, EMEA, and the Americas.


Additional information on the CFA Institute Research Challenge can be obtained at CFA Institute Research Challenge. We trust that your university will take advantage of the opportunity to take part in this learning experience and will elect two student teams. All teams must be finalized mid/end of November 2019 in order to attend the local Kickoff & Subject Company Meeting in Sofia: meeting details will follow soon!