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Local Level Support for Societies and Faculty

Kaplan Schweser has been actively engaged in the CFA Institute Research Challenge for over 5 years. We understand that the event starts at the local level and we are happy to continue our support of faculty, participating students, and local hosting societies.

Faculty and Student Support

Receive information about university student and faculty discounts for CFA®, CAIA®, and FRM® exam prep, available scholarships, and free resources and giveaways.

NEW: We’ve compiled a series of free videos from our experts in CFA® exam prep, CFP® exam prep, Securities Licensing, and professional development that cover topics essential for Research Challenge success. In addition to the technical knowledge required to make it through each round, our experts provide tips and tricks for soft skills such as public speaking and effective teamwork.

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Society Support

Local hosting societies can receive a Kaplan Schweser $500 USD contribution for registered local-level Research Challenge events. To receive your sponsorship, the below form must be submitted at least 7 days prior to your kick-off event. The final deadline for submissions is October 30, 2021. If you are unable to meet these deadlines, please email RC@Kaplan.com.

All invoices are due by December 15, 2021.

In return for your sponsorship, we require Kaplan Schweser has the opportunity for the following:

  • 5–7 minute keynote speaking spot at your kick-off event (either live or recorded video)
  • Presence, including Kaplan Schweser logo, on society website and social media platforms displaying Kaplan Schweser as a Research Challenge sponsor (Iogo to be provided)
  • Three email communications to your participating student teams, coaches, and academic advisors (messages to be provided)

Please email RC@kaplan.com with any questions.

Complete the Form Below for Support:

Additional Resources

Get Involved

University teams consist of three to five undergraduate or graduate students that produce the written report and the presentation.

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Research Challenge Fact Card

The CFA Institute Research Challenge is a great test for all students who are bold enough to face it. But, like any great challenge, the opportunities and rewards it offers are even greater.

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Research Challenge Student Discount

We continue our commitment to helping build the future of finance by investing in you, the student. University students are eligible to receive a 15% discount on CFA®, CAIA®, and FRM® exam prep.

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