Figura 1, 2, 3 (CNBV Mexico Asesor en Estrategias de Inversión)
Mandatory CNBV regulatory framework for Mexican securities and advisory activity — non-optional gate.
Aviso: esta página contiene enlaces de afiliados.
Sitio web oficial →Fundado
2014 (current CNBV framework)
Sede
Mexico City, Mexico
Público objetivo
Mexican financial advisors and brokers at Casas de Bolsa, banks, and AFOREs (pension fund administrators).
Características principales
- Three figures: Figura 1 (Promotor de Valores — basic broker), Figura 2 (Asesor en Estrategias de Inversión — investment advisor), Figura 3 (Operador — trader)
- Each figura has its own AMIB-administered exam (~80-120 MCQ, 2-3 hours)
- CNBV-mandated under Ley del Mercado de Valores Article 226
- Recertification every 3 years
- ~25,000+ active Figura-certified professionals across Mexico
Cómo obtener esta certificación
Prerrequisitos
Mexican professional credentials (cédula profesional preferred); employment at CNBV-regulated entity for sponsorship.
Por qué certificarse — ROI
Impacto salarial
Mexican Figura 2 holders at casas de bolsa earn MXN 35,000–MXN 85,000/month total comp (Robert Half Mexico 2024; Bumeran Mexico).
Beneficios profesionales
- Lo que la distingue
- Mandatory CNBV regulatory framework for Mexican securities and advisory activity — non-optional gate.
- Reconocimiento del sector
- CNBV regulation under Ley del Mercado de Valores.
Quién debería obtener esta certificación
Ideal para:
- Mexican financial advisors and brokers at Casas de Bolsa
- banks
- and AFOREs (pension fund administrators).
Considere alternativas si:
- Mexico-only relevance
- Multi-figura layered cost
Precios
Los precios varían.
Debilidades
- Mexico-only relevance
- Multi-figura layered cost
- AMIB monopoly on examination
Mercados disponibles
Mexico
Aviso: esta página contiene enlaces de afiliados.
Comparar con certificaciones similares
CFA (Chartered Financial Analyst)
Premier signal for LATAM cross-border investment professionals — most LATAM HNW wealth is USD-denomi
Asesor Previsional (Chile) / Asesor Financiero (Chile)
Mandatory for Chilean financial / pension advisory activity.