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 Welcome

The CFA Society of Orange County (CFAOC), formerly the Orange County Society of Investment Managers, has established the CFA Society of Orange County Foundation (CFAOCF), a 501(c)(3) nonprofit public benefit corporation.

The mission of the foundation is to foster, promote and encourage the development of professionalism by the Orange County Investment community; and to heighten public awareness of this professionalism by:

  1. Providing educational scholarships for the study of financial investment practice at colleges and universities located in and around Orange County, California; and

  2. Supervision of a select group of students of financial investments in the management of all or a portion of the investment portfolio of the corporation.

 

 
 

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 
 

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