June 23, 2009- Today the members of the CFA Society of New Mexico presented a seminar at the Center for Nonprofit Excellence that covered the following topics:
- Investment Policy Statements
- Social Investing
- What is a Chartered Financial Analyst?
- Asset Allocation
- Uniform Prudent Management of Institutional Investments Act (UPMIFA)
The training materials are available for any interested nonprofit organization to view online or to print: