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

 Welcome to CFA Society 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 CFAOC Events

Event Date
Networking Event and Introduction to the CFA Charter1/22/2015
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1/23/15  --  Luncheon; Steve Moore, Chief Economist, The Heritage Foundation

2/20/15  --  Luncheon; Ronan Ryan, Chief Strategy Officer, IEX Trading

5/20/15  --  Luncheon; "Private Capital Markets", Dr. John Paglia, Associate Dean, Pepperdine University

6/17/15  --  CFAOC Midyear Economic Forecast Dinner

12/9/15  --  Charter Recognition and Holiday Dinner





 Special Thanks to our 2014/2015 Sponsors

Gold Sponsor:



Silver Sponsors:




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