The premier professional investment society in the OC.  We serve over 340 members, an additional 330 CFA Candidates sitting for CFA levels I, II and III, as well as the greater investment community.

Founded in 1983, the CFA society of Orange County (CFAOC) is a local not-for-profit organization that promotes the highest professional and ethical standards within the investment community and maintains ongoing educational and certification opportunities. We are one of the more than 134 financial analyst societies worldwide that comprise the CFA Institute.

CFAOC allows individuals with common interests to advance their professional studies, obtain insight into key areas affecting investments, and interact with each other.

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.