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CFA Society of Orange County
 
Setting the Highest Standard for the Orange County Investment Community

 Welcome to the CFA Society of Orange County

The premier association for financial analysts and investment professionals.

  • Founded in 1983 as a local not-for-profit organization
  • Serving over 400 members, an additional 330 candidates sitting for exams, and the OC investment community
  • A valuable link between members, charterholders and investment professionals in 58 different countries and 137 connected local societies around the world

The Society's mission is to provide a forum for investment professionals to build strong and valuable networks, expand industry knowledge, and promote the highest standards of ethical and professional conduct.

Our events and programs are open to all investment professionals as well as interested graduate and undergraduate students; you do not have to be a CFA charterholder to participate.

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 Upcoming Events

Title
Event Date
Mid Year Forecast6/26/2012
Wine Tasting7/31/2012
Angels Baseball Game8/31/2012
Annual Member Dinner9/29/2012
State of the State9/30/2012
Mentor Program Graduation10/17/2012
Annual Awards Ceremony and Holiday Dinner12/1/2012
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 Guest Registrations

Event registration requires a CFA Institute user name and password. Individuals who do not yet have a user account can create one through the CFA Institute website.

 Other CFAOC Activities

 Special Thanks to our 2011/2012 Sponsors

 
Platinum Sponsors:

  

Gold Sponsors:

 




Silver Sponsors:

 
 

 NEW! CFAOC Networking on LinkedIn

We are excited to announce the roll-out of a new CFAOC members' networking group on LinkedIn, a widely used professional networking site!  The CFAOC group, which will be available to members only, will help expand our professional networking opportunities.  We recognize that one of the many benefits to being involved with an organization like the CFAOC is to meet new members and to develop stronger professional relationships.  The group will also provide an opportunity for members to post discussion topics in order to interact with fellow members.  Please note that membership to this group is voluntary and members must continue to adhere to the standards set forth by the CFA Institute.

To activate your membership to the CFA Society of Orange County group on LinkedIn, please Click Here.

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

CFA Program Identification Policy Change

 

 
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