Member Benefits

Benefits of Society Membership

Networking. The CFA Society Orange County offers a variety of forums for investment professionals to connect with industry leaders and exchange ideas.

Discounts.  Society members receive discounted pricing on CFA Society Orange County events, professional development programs, and CFA review packages.

Members Only. Society members receive access to exclusive events and career resources.

Education. The CFA Society Orange County sponsors programming to educate investment professionals on the forces that shape their industry. Society members gain new perspectives and timely insights from prominent economists, investment strategists, fund managers, and leading analysts.

Professional Development. Society members can take advantage of career development conferences, job listings, and mentor programs designed for career advancement.   

Volunteer. Society members may participate as board members, committee chairpersons and committee volunteers.

Voting Rights. Regular society members are entitled to vote annual proxies.

CFA Scholarships. Society members are eligible for scholarships to reduce CFA Program enrollment and exam registration fees.

Become a Member Today!

Brand new members
Click here to join CFA Society Orange County and the CFA Institute. 

Are you a member of another society?
Click here to add CFA Society Orange County or change your affiliation. Note you can be a member of more than one society.

Not in the CFA Program but would like to apply for membership?
Click here to join CFA Society Orange County and the CFA Institute.

For more information, please email [email protected]

Membership Information Brochure