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 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 500 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.​

 Featured Event

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 ‭(Hidden)‬ Non-Sponsored Financial Events of Interest

 ​3/28-29/18  -- ​CFA Institute Wealth Management Conference, J.W, Marriott (L.A. Live, downtown), Los Angeles.

 ‭(Hidden)‬ Special Thanks to our 2017/2018 Sponsors

Gold Sponsors:




Silver Sponsors:

 

 

 

 Save the Dates

January 9, 2019

11:30am - 1pm

The Pacific Club

Real Estate Working for You - Brad Case, NAREIT

     

April 24, 2019

All Day Event

The Pacific Club

Wealth Management Symposium: Filling your Toolbox; Preparing your Firm for the Future

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