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.

Gold Sponsors: 

 

The CFA Society of Orange County, in conjunction with the Paul Merage School of Business at University of California, Irvine, is hosting a team of five MBA students from UCI as they participate in the CFA Institute Global Investment Research Challenge.  The Challenge is an annual event that gathers students, investment industry professionals, publicly traded companies and corporate sponsors together locally, regionally, and globally for a real world competition.  These five students will research, analyze, and report on Corinthian College, Inc.  Their final research report will be reviewed and judged by a panel of industry professionals and they will also present their research and findings to the judges in a live competition to be held in January 2010.  The regional champions will continue on to participate in competitions with teams across the Americas, Asia, and Europe and then to the global finale.