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 Overview

Mission

To lead the investment profession in the State of New Mexico by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Strategic Plan 

The society seeks to fulfill its mission by: 
 
  • To develop future professionals through assisting CFA exam candidates and college students to pursue 
    credentialing and careers in investment management and analysis.
  • To deliver member value that accelerates the professional success of our members.​
  • To build market integrity that benefits investors and our members that serve them.

To view our Society Bylaws - click here!

Society Fact Sheet - find out more about us!​

 About CFA Institute

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