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CFA Society of Mexico > About Us > Membership
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CFA Institute is the leading, global, professional association in the investment industry, serving investment analysts, portfolio managers, and other investment decision makers. With members and Chartered Financial Analyst candidates in affiliated societies around the world, CFA Institute is uniquely qualified to provide investment leaders with global leadership in investment education, advocacy and educational programs, and the opportunity to network with other investment professionals. Membership Requirements To qualify as a Regular member of CFA Institute and the local society, an investment professional must meet all of the criteria listed below: Hold a bachelor's degree from an accredited academic institution or have equivalent education or work experience. Passed Level I of the CFA exam or such other appropriate examination as approved by the Board of Governors AND have 48 months of acceptable professional work experience in the investment decision-making process, or Passed the Self-Administered Standards of Professional Practice Examination and have 48 months of acceptable professional work experience in the investment making process. Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute. Both CFA Institute and a society must agree to accept an applicant as a Regular member. In the event of a discrepancy, CFA Institute makes the final determination for Regular membership status. To qualify for Affiliate membership, an applicant must meet both of the following criteria listed below: Agree to adhere to and sign the Member's Agreement and Professional Conduct Statement. Fulfill society requirements for Affiliate Membership. Dues: Regular/Affiliate membership dues for the chapter are US$70.00. |
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