Recent News

CFA Society Mexico congratulates National Autonomous University of Mexico (UNAM), Bachelor’s Degree in Actuarial Science, for being accepted at the University Affiliation Program of CFA Institute   CFA Society Mexico recognizes the effort and hard work done to complete the application. The time spent to review and incorporate a significant portion of the CFA Program to the program of Bachelor’s Degree in Actuarial Science has been successful.   National Autonomous University of Mexico (UNAM), Bachelor’s Degree in Actuarial Science, will receive all the benefits for being part of the program and it will be listed at CFA Institute´s website as part ...

CFA Society Mexico is committed promoting the professional development of new student generations. Therefore, CFA Society Mexico continues to strengthen relationship with universities across the country, particularly those offering programs related to actuarial science, finance, investments, economics, administration, international business, accounting, among others.   This time, CFA Society Mexico extends a special recognition to the Faculty of Sciences of the Universidad Nacional Autónoma de México (UNAM) for authorizing students who pass Level I CFA® Program Exam as a degree option for students pursuing a Bachelor's Degree in Actuarial Science, as ...

CFA Society Mexico is pleased to announce its partnership with Financial Modeling Institute (FMI), the world’s leading accreditation body for financial modeling.   With the addition of Practical Skills Modules to its program, CFA Institute has recognized the importance of financial modeling knowledge. FMI proudly developed the content for the financial modeling Practical Skills Module.   CFA Society Mexico is furthering its mission to generate value for investment management professionals by enabling its members and community the opportunity to sit FMI's Advanced Financial Modeler (AFM) accreditation exam.  Learn more here

June 15 th , 2023 CFA Society Mexico gave Alex Anderson, CFA Award 2023 to Timothy Heyman in recognition to his outstanding leadership and contributions to Finance Industry.  He could not attend the event but he recorded a message for the community, Hugo Petricioli, Chairman of Franklin Templeton Investment received the award on his behalf. Timothy Heyman was President of Franklin Templeton Investments México between 2013 and 2020, nowadays he is dedicated to philanthropy and culture. TIMOTHY HEYMAN BIOGRAPHY   Since 1997, he developed Heyman & Asociados as a lead administrator of institutional investments in Mexico; in 2013 it was ...

Congratulations Tecnológico de Monterrey: Campus Aguascalientes, Campus Chihuahua, Campus Cuernavaca, Campus Guadalajara, Campus Laguna, Campus León, Campus Querétaro, Campus Sinaloa, Campus   San Luis Potosí and Campus Sonora Norte, together with: Campus CDMX, Campus Puebla, Campus Estado de México, Campus Santa Fe, Campus Puebla and EGADE Business School, are now part of the University Affiliation Program. CFA Society Mexico is very pleased with this great achievement, thanks to Tecnológico de Monterrey for its commitment with CFA Program and all its initiatives in order to provide students with more learning opportunities. For more about this program ...

August 2017. The Asociación Mexicana de Instituciones Bursátiles (AMIB) in charge of providing certification services for the licensing of capital markets professionals in Mexico has signed a cooperation agreement with CFA Institute. In this agreement, AMIB recognizes the passing of Level I of the CFA program to meet the knowledge of business requirements to practice in the industry. With this agreement, candidates who have passed Level I of the CFA program will be able to meet part of the certification requirements as: Mutual Fund Representative, Securities Representative, Financial Advisor Representative, Money Market Trader and Equity Trader. For those interested ...