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Ethics Challenge consists of analyze a case prepared by CFA Institute. The case shows some ethical dilemmas. Students should identify them, and make a presentation with the dilemmas found. For the competition, the participating universities will send one team between 3 to 5 students. The kick off will be held on March 16 th ...read more

In 2022, CFA Society Mexico launched Alex Anderson, CFA, Award in recognition to his commitment with the Finance Industry, specially with CFA Program. He was the first CFA charterholder in our country, and since he received the CFA charter, on 1993, he started collaborating with the Board of Directors of the society. Among other ...read more

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 ...read more

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”. This paper examines the case of ESG investing in the Americas by analyzing the historic performance ...read more

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 ...read more