Dr. Jack WOO from Business School of SZTU was invited to grade and judge investment research reports prepared by university students participating in the 2026 Southern ChinaCFA Institute Research Challenge (RC) competition which was organized by the CFA Shenzhen Society.The CFA InstituteRC is an annual global competition that connects university students with investment professionals from within the CFA Society network. The competition provides students with hands-on mentoring and intensive training in financial analysis and ethics and tests participants' analytical, valuation, reporting writing, and presentation skills. Graders and judges are required to independently evaluate each written report using the Research Report Evaluation Form.Gradersand jugdes are selected by the event host. All gradersand judgesmust be investment professionals with experience in writing and reviewing research reports, and mustbe CFA charterholders.
Dr. Jack WOO’s (CFA, ACCA and HKICPA charterholders and members) participation elevated SZTU’s profile in global academic and finance industry communities,andboostedthe university’s international brand, especially for AACSB accreditation. As an new-type research university applied science university, SZTU iscommitted toour falculies are closely conncted with real-world finance practice, which isa key priority for our students andtheir employers.CFA Challenge judges typically include senior professionals from asset management firms, investment banks, private equity funds, and other financial institutions.Our faculty’s participationin this world recogsnized competition creasesopportunities for student internships, jointresearch projects, guest lectures, workshops andindustry mentorshipprograms led by finance practitioners.
Finance markets and investment methodologies evolve rapidly. Serving as a judge requiresourfaculty to stay current with the latest industry trends (e.g., AI-driven investment analysis, crypto assets, sustainable finance) and real-world valuation challenges. Students trained by faculty who understand CFA Challenge standards are better prepared for careers in investment management, equity research, corporate finance, and related fields. Graduates with CFA Challenge experience or mentorship from judge-faculty are more attractive to employers.
图文：胡国联
