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New! Climate Risk, Valuation, and Investing Certificate

Develop the competencies and skills you need to integrate climate-related investing principles into the investment process and expand your network within a community of professionals. Enrollment is open now for the first cohort starting in February 2024.

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Alex Anderson, CFA Award 2023

CFA Society Mexico gave Alex Anderson, CFA, Award 2023 to Timothy Heyman. He was President of Franklin Templeton between 2013 and 2020, and is currently dedicated to philanthropy and culture. He could not attend the event in person, so he sent a recording video and Hugo Petricioli, Chairman of Franklin Templeton has received the award in his representation. You can see the recording at youtube channel of CFA Society Mexico

Research "Diversifying Risk and Beating the Market through ESG Evidence from Latin-America

CFA Society Mexico and the initiative Think Thank of EGADE Business School of Tecnológico de Monterrey, are glad to share the first paper research “Diversifying Risk and Beating the Market through ESG Evidence from Latin-America”.

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Updates

CWIM 2nd Global Summit "Connect, Collaborate, Celebrate 2023: Building Bridges"

On Thursday, November 9, CWIM will be joined by nearly a dozen top leaders, including bestselling authors Sally Helgesen ("How Women Rise"), Oliver Burkeman ("Four Thousand Weeks"), Mike Green, CFA, Janie Mines (the first African American woman to graduate from the US Naval Academy), and many more-- to share their insights for our development and benefit.

CFA Institute Investment Foundations® Certificate

We are excited to announce that the CFA Institute Investment Foundations Certificate is coming back! Enrollment is now open.

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Certificate in ESG Investing

Master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.

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CFA Institute Conferences, Webinars, and Podcasts

Take advantage of CFA Institute in-person, virtual, and on-demand opportunities to learn, discuss, and network with your peers.

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Upcoming Events

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    • DeFi: Introduction to Blockchain and Cryptocurrency

    This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.

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