2019 Financial Advisor Contest

Chartered Financial Analyst Mentors. Fictional Clients. Hands-on Learning.

November 20, 2019
Federal Reserve Bank San Francisco - Los Angeles Branch

A program in partnership with the CFA Society of Los Angeles

Registered Teams: Take the test

About the Financial Advisor Contest

Alongside certified CFA mentors from the CFA Society of Los Angeles,  high school educators and their student teams provide financial advising services to fictional clients with a mock client profiles.

Financial Advisor Contest Resource Guide

Mark Your Calendars!


September 16

CFA Society of Los Angeles Mentors Announced

September 30

Finalists Announced

October 2-4

Participating Finalists Confirmed and Announced

October 7

CFA of Los Angeles Mentors Assigned to Student Teams

Sign up for our email list to receive updates about the 2019 Financial Advisor Contest

Are you an educator?
Select One (Required)