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Why the CFA Designation Matters When you place the CFA designation after an investment professional’s name, you and your clients know that this person is highly knowledgeable in investment decision-making and financial analysis.  Having employees with the CFA designation means your firm is dedicated to hiring and training individuals with the highest standards for ethical practices and overall professional excellence.  The CFA Program To secure the CFA designation, an investment professional must complete a three-year study program and pass three levels of examination, each six hours long and offered only once or twice per year.  Additional requirements include a minimum of four years experience in the investment industry and adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. About Us Founded in 1983, CFA Society of Orange County (CFAOC) is the premier association for investment professionals in Orange County.   Over 400 professionals that have achieved the Chartered Financial Analyst designation are members of CFAOC.  In the growing Orange County investment community, the Society plays a vital role in advocating the highest ethical practices and setting the highest standard for professional excellence in investment management. The Society is one of 137 connected local societies across the world that are affiliated with CFA Institute, the global not-for-profit organization of nearly 100,000 investment professionals that awards the CFA and CIPM designations.  CFA Institute has a history going back to 1947 and began administering the CFA exams in 1963.  Mission CFAOC’s mission is to provide a forum for investment professionals to build strong connections, expand professional knowledge and promote professionalism and ethical conduct within the Orange County investment community.

The following is a breakdown by title and Occupations.  CFA Charterholder Information Percent CFA Charterholder 89% Non-Charterholder 11% Titles & Occupations Percent Accountant/Auditor 2.00% Actuary 1.00% Analyst, Equity & Fixed Income 11.00% Analyst, Other 6.00% CEO, Chairman, Partner, Principal 8.00% Chief Investment Officer 2.00% Compliance Officer 1.00% Financial Advisor 7.00% Investment Consultant 5.00% Portfolio Manager 24.00% Risk Manager 2.00% Sales/Marketing 5.00% Securities Trader 4.00% Other 22.00%                Average CFAOC Member Work Experience    Top 5 Employers of CFAOC Members  PIMCO Green Street Advisors Pacific Life Metropolitan West Capital Management/TCW Pacific Alternative Asset Management Company