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
***CFAOC won CFA Institute's 2006-2007 Society Excellence Award***
The premier professional investment society in 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.
CFA Institute
A global membership organization that awards the CFA designation
CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.
About CFA Institute
Other Member Societies
CFA Institute Career Centre
CFAOC Foundation
A 501(c)(3) nonprofit public benefit corporation
CFAOCF aids the study of financial investment practice in the OC
• Provides college scholarships
• Creates a hands on portfolo management experience for investment students
How to Donate
From CFAOC and CFA Institute
For more information or applications for CFA Level I, II, and III Exam scholarships, contact Mark Regier at o-state13@sbcglobal.net.
Baseball
Social events
Every year, CFAOC hosts an evening of dinner and baseball at the Angel Stadium of Anaheim for CFAOC members and their families.
Holiday luncheons
Social events
Our annual December luncheon is held at The Center Club.
Wine, cruises,...
Social events
Occassional social events include wine tastings, harbor cruises, and other fun local flavors.
Prizes awarded
Annual results reviewed at the Holiday luncheon.
Click here for the 2007 entry form.
Reciprocals
We have reciprocity with the Southern California Investment Management Association. We can attend each others' events at member prices.
Reciprocals
We have reciprocity with the CFA Society of San Diego. We can attend each others' events at member prices.
Discounts
Milken Institute offers CFAOC members significant discounts to their annual Global Conference in Beverly Hills every April.
CFAOC Job Board
We maintain an active Job Board of Southern California positions as well as positions of interest outside the area.
CFA Prep
Partnerships
CFAOC has partnerships and offers discounts with several educational groups including
UC Irvine Extension, Schweser, and Stalla.
UCI Extension
Investments in Personal Financial Planning: General Principles and Methods
An in-depth, working knowledge of the investments essential to financial planning. Taught by Scott Monroe, CFA.
UCI Extension
CFA Level I Review
CFA Level II Review
CFA Level III Review
Covers the material included in the respective Chartered Financial Analyst® curriculum. Taught by William (Bill) Campbell, III, CFA; Daniel C. Ham, CFA; and Thai Hoang, CFA
UCI Extension
Decision Modeling for Asset Allocation: The Markowitz Model
Covers the theory of Dr. Markowitz' work and efficient portfolios. Taught by William (Bill) Campbell, III, CFA.
UCI Extension
An overview of the investment markets and the menu of securities available. Taught by Adam Bergman, CFA.
UCI Extension
Advanced Real Estate Finance and
Real Estate management basics. Taught by Daniel C. Ham, CFA.