Workshops, evening events, and luncheons where leading experts and attendees discuss important topics affecting the investment industry, including a Mid-Year Forecast Dinner and a prestigious holiday dinner in December that recognizes new charterholders.
Community and Media Outreach
Facilitate opportunities to educate the media, the corporate community, and other organizations on issues impacting the investment industry as well as promoting job opportunities for our members.
Occasional social events including co-sponsored gatherings with leading community organizations, wine tastings, an evening at Angels Stadium and other fun local activities.
In addition to a CFAOC managed CFA Review course for candidates, CFAOC supports student education by awarding scholarships, coordinating student competitions such as the Investment Research Challenge, the CFAOCF RFP Contest, and managing Host-A-Student day.