Overview

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.

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

  • 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 2020 Stats

98

New Charterholders

800+

CFA Exam candidates

1300+

Active members

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

12th

Ranking among U.S CFA Institute Societies

27th

Ranking among Global CFA Institute Societies