The CFA North Carolina Society (CFA NC) was established in 1971 to provide education and support to the area’s investment professionals. The CFA NC membership consists of portfolio managers, security analysts, investment advisors, and other financial professionals. The CFA NC is one of the world’s larger societies of investment professionals. We are dedicated to our members and to our industry and its clients, promoting:

• Ethical and professional standards within the investment industry;
• Encourage professional development through the CFA Program and continuing education;
• Facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
• Work to further the public's understanding of the CFA designation and investment industry.

As one of the CFA Institute’s member societies, our society connects members to a global network of investment professionals.

Reminder notices will be sent to candidates registered to take the exam in NC in June 2011.

The resources you need to make informed investment decisions

Why Choose a CFA Charterholder as your wealth manager? No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and fiduciary responsibility as the Chartered Financial Analyst (CFA) designation. Learn more or find an adviser now.

• Learn what others are saying about the charter
• Why does the CFA designation matter to you?

Working with a Financial Adviser - The Basics

• Where to Turn for Help with Your Investments (PDF)
• Understanding your adviser’s responsibilities   

Checklists

• Questions to ask yourself before talking with an adviser
• Questions to ask the adviser in your first meeting
• Questions the adviser should ask you
  
  View advanced readings and multimedia resources

The CFA North Carolina Society promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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