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Administered by CFA Institute, the Chartered Financial Analyst® (CFA®) Program is a graduate-level, self-study curriculum and examination program for investment specialists.

  • Established in 1962
  • Sets the global standard for investment knowledge, standards, and ethics.
  • Serves as a passport to entry or advancement within the investment profession around the world.

The designation tells clients, employers, and colleagues that the charterholder has mastered a rigorous curriculum covering a broad range of investment topics and that he or she is committed to the highest ethical standards in the profession.

Our society encourages its members to earn the CFA charter and supports candidates by sponsoring CFA exam study groups and other programs. Many of our members hold the esteemed CFA designation.

 CFA® Program

Learn more from CFA Institute about the CFA designation and its significance.

 ‭(Hidden)‬ Scholarships

For more information on scholarships, please refer to the CFAOC Foundation website.

 CFA Exam Preparation

 Live Review Course in Orange County: Register for the CFAOC/UCI Live Review course for Level I or Level II.  These courses follow the CFA Institute Prep Provider Guidelines.  For details about the Live Review courses, click here for the Level 1 or click here for the Level 2 course.  To register for either course, click here.    

Other exam preparation material:


Over the past 20 years, Kaplan Schweser has helped hundreds of thousands of candidates prepare for the CFA exam. Connect with the prep provider more candidates turn to for a concise review of the curriculum, expert instruction by CFA charterholders, and online tools that allow you to study anytime, anywhere. Kaplan Schweser—the essential complement to the CFA curriculum.

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