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.
Diverse membership of finance and investment professionals positively impacting the world.
Advance our members and society through education, career development, and community outreach.
|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 2021 Stats
CFA Exam candidates
In 2021, 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