Ana Cecilia Reyes Esparza, CFA, FRMPresidente

CFA Society of Mexico11 de abril de 2011

La certificación profesional clave en la formación y preparación de los asesores

financieros

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“Though the finance industry absorbs many with Masters degrees in Business Administration and finance degrees, the Chartered Financial Analyst qualification, pursued part-time by those already hired, has become the industry’s benchmark.”Financial Times, 2009

“Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA… explosive growth has made it, in effect, global currency.”

-The Economist, 2005

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“The Chartered Financial Analyst (CFA) qualification is highly rated in financial circles around the world.

In many countries it is essential for people working for financial institutions to obtain the license.”

Nikkei Financial Daily, 2004

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The Chartered Financial Analyst (CFA) designation required

CFA is a plus

London, UK

The Chartered Financial Analyst (CFA) designation strongly preferred

Anuncios de empleo en el mundo

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¿Qué es el programa CFA?

¿Qué es el programa CFA?

■ Programa de auto estudio con tres niveles.

■ Enfoque práctico, relevante, basado en la opinión de los participantes.

■ Estándares éticos y profesionales son enfatizados durante los tres niveles.

■ Centros mundiales para presentar los exámenes.

Requerimientos para obtener el CFA® Charter

Requerimientos para obtener el CFA® Charter

■ Aprobar los tres niveles.

■ Contar con al menos, cuatro años de experiencia.

■ Proporcionar referencias profesionales

■ Presentar una declaración de conducta profesional.

■ Obtener la membresía tanto del CFA Institute como de la CFA Society of Mexico

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Curriculum

EEthical and Professional StandardsQQuantitative MethodsEEconomicsFFinancial Reporting and AnalysisCCorporate FinancePPortfolio Management and Wealth PlanningEEquity InvestmentsFFixed IncomeDDerivativesAAlternative Investments

El CFA Program es riguroso

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■ Destinaron más de 750 horas de estudio.

■ Aprendieron más de 7,000 páginas de material.

■ Contestaron 18 horas de preguntas de examen.

■ Destinaron varios cientos de horas de sus vidas personales.

Los nuevos CFA Charterholder…

Miembros y candidatos

The AmericasMiembros: 65,800Candidatos:75,200

Europe, Middle East & AfricaMiembros:16,100Candidatos: 44,300

Asia PacificMiembros: 13,600Candidatos: 80,400

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GlobalMiembros: 95,500 Candidatos: 199,900

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“The analyst who qualifies for the rating will have the obvious advantages of prestige, improved ability to get a job, and the chance for higher pay. In addition, he is likely to develop a more professional attitude towards his work and a keener interest in maintaining and advancing the standards of his calling.”

Benjamin Graham, the first edition of the Analysts Journal, 1945

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www.cfamexico.org

www.cfainstitute.org