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.

Study Group: If you are interested in participating in a study group, please email info@cfaoc.org with your name, exam level, availability, and preferred location.   Interested candidates will be matched up based on schedules and location.

Live CFA Review Program: CFAOC is committed to the success of their local candidates and has partnered with Stalla Review for the CFA Exams and the Office of Executive Education at The Paul Merage School of Business at University of California, Irvine to offer an outstanding live review program. Stalla provides a comprehensive approach to exam preparation that is focused on helping candidates master and apply the CFA curriculum.

As one of many member benefits for CFA Society of Orange County candidates, you are eligible to enroll in the Stalla programs at a member’s-only discounted rate. Please visit Stalla’s website for additional information.

www.stalla.com/CFAOrangeCounty

Other Discounts on Study Material: Receive 15% OFF select Kaplan Schweser Study Solutions and Instruction for CFA Exam review—an exclusive discount for affiliate members of the CFA Society of Orange County. Conveniently order online through the society portal or call a Kaplan Schweser Customer Service Representative. Enter or provide the following discount code: OC-UCI

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

• CFA Program Website
• CFA Candidate Toolkit
• CFA Fact Sheets
• The CFA® Society of Orange County congratulates our newest Charterholders