About Us

‭(Hidden)‬ Types of CFAOC Activities

Topical Programs
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.

Networking Opportunities
Occasional social events including co-sponsored gatherings with leading community organizations, wine tastings, an evening at Angels Stadium and other fun local activities.

Educational Programs
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.

About CFAOC

Mission Statement
The mission of CFA Society Orange County (CFAOC) is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.

Strategic Objectives
1) Increase awareness and acceptance of the CFA charter as the preeminent credential for investment professionals.
2) Enhance the value of the Society to our members by offering topical events, networking opportunities and career enhancement programs.
3) Operate more efficiently and effectively through improvements in organizational structure and governance.

About Us
CFAOC is the premier association for financial analysts and investment professionals in Orange County. With over 600 members, most of whom hold the Chartered Financial Analyst (CFA) designation, CFAOC plays a vital role in advocating continuing education and ethical practices for professional excellence in the growing Orange County investment community.

CFAOC is one of 150+ connected local societies across the world that are affiliated with CFA Institute, the global not-for-profit organization of more than 150,000 investment professionals that awards the CFA and CIPM designations. Society membership creates a valuable link between CFA charterholders and investment professionals in over 165+ countries and regions.

The CFA Charter
The CFA charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute. There are currently more than 156,000 CFA charterholders working in 165 countries. To earn the CFA charter, candidates must 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

The CFA charter is globally recognized. Regulatory bodies in 22 countries recognize the CFA charter as a proxy for meeting certain licensing requirements and more than 125 colleges and universities around the world have incorporated the majority of the CFA Program curriculum into their own finance courses.

2022 Annual Report

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About CFA Institute

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

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are more than 156,000 CFA charterholders worldwide in 165+ countries and regions. CFA Institute has eight offices worldwide and there are 151 local member societies. For more information, visit www.cfainstitute.org or follow us on Twitter at @CFAInstitute and on Facebook.com/CFAInstitute.