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CFA Society Mexico and CFA Institute has developed relation with regulators and recognized institutions to promote CFA Program. This actions among others reinforce the value of the CFA Program and the charter.




 Agreement with CONSAR

August 2015. As part of the new requirements, those working in portfolio management, risk management, compliance and operations, must be certified by a recognized independent third party. Investment management professionals who have obtained the CFA charter will qualify for a permanent license. Those who have passed CFA Level I and Level II will hold a valid license for four years. This recognition of the CFA Program will apply to those working in general investments, derivatives and structured products. For investment professionals working in general investments and finance, passing the Investments Foundation Program will allow permanent licensure for compliance officers and operations.

Press release CFA Institute website  

CONSAR OFFICIAL COMMUNICATION

 consar_disposiciones_materia_financiera.pdf


 Agreement with AMIB

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 in certifying, in addition to passing the Level I of the CFA, they must also pass an exam in Ethics and local Regulations administered by the AMIB. For Money Market Trader and Equity Trader, they must also pass a systems and execution module.

Release at https://www.cfainstitute.org/en/about/press-releases/2017/cfa-institute-and-amib-sign-cooperation-agreement


Contacts: email: amibcertificacion@amib.com.mx  phone 55 5342 9202