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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
Host-A-Student: Allovest Advisory Services, LLC11/6/2014
Soccer and Success!11/6/2014
Demystifying China11/20/2014
Host-A-Student: Modiri Asset ManagementNew11/21/2014
Networking Event and Introduction to the CFA Charter1/22/2015
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 Save the Dates!

 October 16-17, 2014 CFA Institute Fixed Income Management Conference, Hyatt Regency, Huntington Beach
 November 20, 2014 Demystifying China:  Lunch Event with Andy Rothman, Matthews Asia
 December 4, 2014 Annual Holiday and Charter Recognition Dinner

 Non-Sponsored Financial Events of Interest

Oct 22         FPA Allied Professional Summit 2014



 Special Thanks to our 2014/2015 Sponsors

Gold Sponsor:



Silver Sponsors:




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