Who we are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

About CFA Society Mexico


“To be the leading organization in the Mexican Financial and Investment Community by promoting the recognition of the CFA charter, the highest standards of ethics, professional education and career development for the benefit of members, candidates and the investing public.”


CFA Society Mexico is an association of investment professionals linked by the CFA Institute core values: professional excellence, integrity, strength of community and cooperation. Same as CFA Institute, CFA Society Mexico is a volunteer-driven organization whose members are employed as securities analysts, portfolio managers, strategists, consultants, educators, and other investment specialists. These professionals practice in a variety of fields, including investment counseling and management, banking, insurance, investment banking, and brokerage firms.

CFA Society Mexico has started operations on 2006, currently CFA Society Mexico has more than 400 members from different parts of the country as well as from other countries as El Salvador, Costa Rica, Honduras, Panamá, United States, among others.

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

  • About CFA Institute
  • CFA Institute Governance