One of the largest societies of finance and investment professionals
The CFA Society North Carolina was established in 1971 to provide education and support to the area’s finance and investment professionals. Membership consists of portfolio managers, security analysts, investment advisors, and other financial professionals.
VISION
Diverse membership of finance and investment professionals positively impacting the world.
MISSION
Advance our members and society through education, career development, and community outreach.
Strategic Objectives
| Focus Area | Vision of Success |
|---|---|
| Member Value | All CFA Charterholders in NC are members of CFANC |
| Brand Awareness of CFA Charter | Everyone in NC is aware of the CFA Charter |
| Building/Enhancing Organizational Sustainability | CFANC is a premier CFA Society |
Our 2023 Stats
89
New Charterholders
600+
CFA Exam candidates
1500+
Active members
In 2023, CFA Society North Carolina ranked among the top CFA Institute societies nationally and globally.
11th
Ranking among U.S CFA Institute Societies
27th
Ranking among Global CFA Institute Societies
