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.
Diverse membership of finance and investment professionals positively impacting the world.
Advance our members and society through education, career development, and community outreach.
- 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
CFA Exam candidates
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