Membership

Member Benefits

  • 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

Charterholder Membership

The most distinguished professionals in the industry. Demonstrates a mastery of investment management skills and a commitment to continued excellence and ethics. Access to all member benefits.

  • Member of CFA Institute and CFA Society New Mexico
  • 4000 hours of relevant work experience over 36 months
  • Passed all three levels of the CFA Program
  • Professional references

Professional Membership

Provides seasoned industry professionals affiliation with CFA Institute and access to exclusive member benefits for continued education and career development.

  • Member of CFA Institute and CFA Society New Mexico
  • 4000 hours of relevant work experience over 36 months
  • Pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct
  • Hold a bachelor's degree or equivalent e
  • Pass Level 1 of the CFA exam, Level II CIPM® or pass the self-administered Standards of Practice Exam 

Affiliate Membership

Individuals who are not qualified for CFA charterholder or professional membership can align with CFA Institute and take advantage of member benefits.

  • Membership to the local CFA Society
  • Three Professional References 

Dues​

CFA Institute annual membership dues are $299 for Charterholder, Professional, and Affiliate. 
Society annual membership dues are $95 for Charterholder, Professional and Affiliate members.

  

Local Membership

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 Local Membership

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)
  • 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
  • Annual Dues Free - A $95 value

Apply for Candidate Membership