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.

  April 26, 2013                     Host-A-Student: Modiri Asset Management
  June 6,  2013                      Mentorship Kickoff, (Mentors/Mentees only)
  July 25, 2013:                     Wine Tasting, Balboa Bay Club
  August 2, 2013                   Annual Angels Baseball Social
  September 20, 2013            Members Annual Dinner
  November 7, 2013               Happy Hour Networking Event, Landmark
  December 4, 2013               Charter Recognition Dinner

 
Platinum Sponsors:

 

Gold Sponsors:

 

Silver Sponsors:

Education Sponsor:

 Press Sponsor:

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 CFA Institute.

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

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

• CFA Institute Home Page
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• CFAOC congratulates the 2011 CFA Charterholders
• Southern California Investment Research Challenge
• CFA Review Program
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