CFAI - UC Business School - University of Canterbury - New Zealand

‘The experience from the CFAI Investment Research Challenge offered me the chance to know the daily tasks for an analyst and practise what I have learned from finance courses...’

Beini (Echo) Guo
Studying towards a Master in Applied Finance and Economics
CFA Exam Level 1 scholarship recipient
(read profile)

CFA Institute Program

The University of Canterbury is part of the Chartered Financial Analyst (CFA) Institute University Recognition Program. This program acknowledges that our Bachelor of Commerce (BCom) major in Finance incorporates at least 70 percent of the CFA Programme Candidate Body of Knowledge (CBOK), positioning students well to sit the CFA Exam Level 1.

Through the CFA Institute University Recognition Program, the Department of Economics and Finance offers some of the best learning experiences available to finance students. We offer a limited number of scholarships for Finance-majored students to take the CFA Exam Level 1 in June and December each year.

CFA Global Investment Research Challenge

In this Challenge, student teams compete to present the best company analysis, research report, and presentation for an opportunity to vie for the regional and global titles. For business and finance students, it’s an extraordinary CV builder and a chance to interact with the industry’s top firms.

The UC team competes against six teams of undergraduate and postgraduate students from other New Zealand universities. Each team prepares a sell-side investment report and presents their work to the judges, who are CFA Charter holders and work for top fund managers in New Zealand.

big break 2012

2015 competition
The UC team of finance students assumed the role of research analysts and, in applying their investment analysis and advisory skills, took second place (tied with Auckland University) in the 2015 Chartered Finance Analyst (CFA) Institute Research Challenge held in Auckland on 9 October. The target firm was The Warehouse. A judge commented that the UC team prepared the best investment report.

The team included five undergraduate students - Dylan Beardsley, Echo Guo, Alice Lee, Robyn Nuttall and Sung Park. They were mentored by Dr Huong Dieu Dang, CFA, and Roger Armstrong.


Back from left: Alice Lee, Beini (Echo) Guo (Analyst, Murray & Co), 
Robyn Nuttall. Front from left: Sung Park (Analyst, Christchurch City Council), Dr Huong Dieu Dang, Dylan Beardsley.

UC teams have performed extremely well in the Challenge since it was first organised in New Zealand in 2008.

Year UC team placings
2016 3rd
2015 2nd
2014 No rankings were announced
2013 2nd
2012 3rd
2010 2nd
2009 1st
2008 1st

Past news stories:

CFA examinations and PRM qualification

The UC curriculum is closely tied to professional practice and is well-suited to preparing students to sit the CFA examinations. The BCom program with a major in Finance is a CFAI-recognised program and covers more than 70 percent of the curriculum of the CFA exam Level I. Each year the Department is eligible to award a limited number of scholarships to UC students to take the CFA exam Level I.

Students also have the option to obtain the Professional Risk Manager (PRM) qualification.

About the CFA Institute Recognition Program

The CFA Institute (CFAI) is the global association of investment professionals that sets the standard for professional excellence and administers the industry gold standard CFA charter.

UC’s professional affiliation with CFAI ensures our students gain the core knowledge, skills and abilities ideintified by practitioners worldwide as essential for successful practice. Plus they have access to an internationally-recognised faculty and resources such as the Bloomberg Business Database. By mastering the fundamentals of the CFA Program as well as the Code of Ethics and Standards of Professional Conduct, our students gain a strong foundation that helps prepare them to be future investment professionals.

CFA recognition signals to students, employers and the marketplace that UC Finance graduates have a strong foundation in finance before they join the growing CFA Insitute community.

For more information contact:
Department of Economics and Finance
Phone: +64 3 369 3989

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