Last year we provided 61 opportunities for our members to meet, gather, learn and network together


Asset Owner Series

On an annual basis CFA Society NC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique

Better Client Engagement=More Success

Part 1 of 4 in our 2021 Wealth Management Excellence Series. Please join CFA Society Los Angeles and nationally recognized expert, Julie Littlechild, as she teaches us how