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

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.
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.
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