Local Level Support for Societies and Faculty

Kaplan Schweser has been actively engaged in the CFA Institute Research Challenge for more than 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.

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.

View Free Videos

Society Support

Local societies that are hosting a Research Challenge team can receive a Kaplan Schweser $US500 contribution for registered local-level Research Challenge events. To receive this sponsorship, complete the form below and submit it by November 11, 2022. Sponsorship requests after this date will not be accepted.

All invoices must be submitted on your society letterhead by December 15, 2022.

In return for this sponsorship, we require the following:


  • Add the Kaplan Schweser logo as a sponsor to your society’s Research Challenge web page (Iogo to be provided).
  • Send up to two email communications to your participating students, coaches, and academic advisors (messaging 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.

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.

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.