One of the largest societies of investment professionals

The CFA Society North Carolina was established in 1971 to provide education and support to the area’s investment professionals. Membership consists of portfolio managers, security analysts, investment advisors, and other financial professionals.


  • Advance the North Carolina investment community by promoting the highest level of ethical standards and professional excellence through thought leadership and exchange of ideas.

Strategic Objectives

  • Member Value: Enhance programming and resources for members with more regional input
  • Outreach: Increase statewide awareness of CFA Society North Carolina among employers, clients, and universities. Provide career resources to members, candidates, and students.
  • Infrastructure: Develop resources to support volunteers and committees

Our 2019 Stats


New Charterholders


CFA Exam candidates


Active members

In 2020, CFA Society North Carolina ranked among the top CFA Institute societies nationally and globally.


Ranking among U.S CFA Institute Societies


Ranking among Global CFA Institute Societies


At CFA Society North Carolina, our top priority is always the health and safety of our employees, members, candidates, and stakeholders for the areas we serve.

The novel coronavirus (COVID-19) outbreak remains a very fluid situation, and please be assured that we are monitoring the effects to health, safety, and travel mobility.  We seek to make decisions that: prioritize the health and safety of everyone involved; are informed by data; are fair and equitable in their treatment of all concerned parties; and that are viable and sustainable. We understand that this remains a stressful and trying situation, and we ask for your understanding as we seek to make decisions in a timely and well-informed manner.