Overview

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 AreaVision of Success
Member ValueAll CFA Charterholders in NC are members of CFANC
Brand Awareness of CFA CharterEveryone in NC is aware of the CFA Charter
Building/Enhancing Organizational SustainabilityCFANC is a premier CFA Society

Our 2021 Stats

91

New Charterholders

650+

CFA Exam candidates

1400+

Active members

In 2021, 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