The mission of CFA Society Orange County (CFAOC) is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.
1) Increase awareness and acceptance of the CFA charter as the preeminent credential for investment professionals.
2) Enhance the value of the Society to our members by offering topical events, networking opportunities and career enhancement programs.
3) Operate more efficiently and effectively through improvements in organizational structure and governance.
CFAOC is the premier association for financial analysts and investment professionals in Orange County. With over 600 members, most of whom hold the Chartered Financial Analyst (CFA) designation, CFAOC plays a vital role in advocating continuing education and ethical practices for professional excellence in the growing Orange County investment community.
CFAOC is one of 150+ connected local societies across the world that are affiliated with CFA Institute, the global not-for-profit organization of more than 150,000 investment professionals that awards the CFA and CIPM designations. Society membership creates a valuable link between CFA charterholders and investment professionals in over 165+ countries and regions.
The CFA Charter
The CFA charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute. There are currently more than 156,000 CFA charterholders working in 165 countries. To earn the CFA charter, candidates must 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
The CFA charter is globally recognized. Regulatory bodies in 22 countries recognize the CFA charter as a proxy for meeting certain licensing requirements and more than 125 colleges and universities around the world have incorporated the majority of the CFA Program curriculum into their own finance courses.
Our Orange County Chapter is always looking for volunteers to get more involved in our local society. Committees include: Programs, Membership, Education, and more. If you are interested in volunteering, please fill out our Volunteer Interest Form. Our volunteer committee chair will get back with you shortly.