“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
350 members from different parts of the country as well as from other countries as El Salvador,
Costa Rica, Honduras, Panamá, United States, among others.