CFA society of Orange County (CFAOC)

Setting a higher standard for the Orange County investment community

CFA society of Orange County

Forum • Knowledge • Professionalism

Serving all investment professionals
working and living in Orange County

CFA Preparation

Quick Reference


Our society support the efforts of local CFA candidates by sponsoring a variety of CFA Exam preparation and review opportunities because participation in an organized program can compliment the self-study design of the CFA program.

    CFA Study Groups
    Schweser Study Program discounts
    CFA Review at UCI Extension

Nevertheless, we highly recommend completing all assigned CFA Institute readings; study programs are an aid, not a substitute.



CFA Study Groups

We help facilitate the formation of CFA Study groups for those proactive candidates willing to pull people together. If interested, email your full contact information and exam level to info@ocsim.org.

  1. Study Groups for the June exams form in January

  2. Study Groups for the December exams form in August

However, do not solely rely on a study group, because although great in concept, they have historically been lackluster because of the varying time schedules and geographical distances of those involved.


Schweser Study Program discounts

CFAOC has secured significant discounts for you on CFA exam study materials. For information on what Schweser offers, go to www.schweser.com.
Click this link for specifics on 10% to 15% Schweser discounts for CFAOC candidates.


CFA Review at UCI Extension

Click this link for information on the CFAOC sponsored CFA Review courses at UCI Extension for Levels I, II, or III.



Good luck