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 Member Benefits

CFA Society New Mexico is proud to be a member society to CFA Institute, a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals. Our society seeks to advance the development of the investment profession and to improve the visibility of the members by supporting professional development and advocating for the New Mexico investing community.

CFA Society New Mexico offers a variety of membership options. Please review the detailed membership levels, requirements and accompanying benefits for each membership below. Benefits of membership include:

  • Network with peers in the industry
  • Be part of an effectual and common voice to develop and protect the interests of the profession
  • Stay abreast of trends that affect the industry in your market
  • Take advantage of local professional development opportunities
  • Socialize with industry insiders
  • Take advantage of discounts to dynamic and educational local programs
  • Access additional resources, such as job announcements and newsletters 

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Join a global community of investment professionals dedicated to high ethical and educational standards and efficient markets. 

​​We recommend regular membership for candidates in the CFA program. The application process has three phases and typical takes several weeks to be approved. Regular membership requires:
  • ​A bachelor's degree or equivalent education/work experience​.
  • A passing score for the CFA Level I Exam or the self-administered Standards of Practice Examination
  • 4000 hours of professional work experience in investment decision making
  • 3 professional references
  • Local CFA Society membership (optional but strongly encouraged)

We recommend affiliate membership for investment professionals who do not intend to participate in the CFA Program or have not yet met the requirements for regular membership. Affiliate membership requires:
We recommend local membership for those who do not intend to participate in the CFA Program but wish to be informed and involved in CFA Society New Mexico events, news and/or participate as a volunteer on committees. Local membership requires: 
Apply for Candidate / Student Membership
We recommend this membership for CFA Candidates who are actively pursing the CFA Charter and are currently registered for a CFA Exam or for active UNM or NMSU Students. Candidate/Student membership requires:
  • Non-charterholder that has passed Level I of the CFA Exam or the Standards of Practice Exam (self-administered)
  • Sign and submit the Member's Agreement and Professional Conduct Statement - click here for statement form
  • Adhere to the Code of Ethics and Professional Conduct Statement
  • Maintain an active CFA Program Candidacy 
  • Must be a full-time undergraduate or graduate student (12+ credit hours) at University New Mexico or New Mexico State University 
  • Students must have an .edu email address
For the Local Membership once your application is reviewed and approved we will send you an invoice for the annual dues amount. 

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 Become a Member

  • Brand new membersclick here to join CFA Institute and your local society.
  • Already a member of CFA Institute click here to join your local society.
  • Not in the CFA Program but would like to apply for membership click here to join CFA Institute and your local society.

 Manage Your Membership

Find out how to manage your membership and update your contact information with CFA Institute. 

 Adding or Changing Your Local Society

Click here to make the change.

 Member Directory

Please note that by clicking this link, you will be leaving our site. After the CFA Institute membership directory page opens, please enter CFA Society New Mexico in the Society box.