CFA Society India

A Member of the CFA Institute Global Network of Societies




The CFA Institute is a non-profit global association of investment professionals that sets the standard for professional excellence and credentials. The organisation is a champion for ethical behaviour in investment markets and is a respected source of knowledge in the global financial community. The end goal is to create an environment where investors’ interests come first, markets function at their best, and the economies grow. The CFA Institute has more than 127,000 members, in 147countries and territories and over 140 member societies. There are more than 200,000 candidates enrolled in the Chartered Financial Analyst (CFA) certification program worldwide

For more than 60 years, The CFA Institute and Member Societies such as the CFA Society India, have held educational events, featuring prominent investment professionals and thought leaders; and as the number of investment professionals across India continues to grow, we are committed to offering quality educational and networking opportunities in the region. 

The CFA Society India, established in April 2005, is an association of local investment-professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. As one of the over 140 CFA Institute member societies, The CFA Society India connects local members to a global network of investment professionals. The key objectives of CFA Society India are to:

Promote ethical and professional standards within the investment industry in India,
Facilitate the exchange of information and opinions among people within the local investment community and beyond,
Work to further the public’s understanding of the CFA® designation and the investment industry.

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Our past events in PAN India
An important event : 50 years celebration of The CFA Institute - This was a unique celebration where The CFA Society India had BSE Bell ringing ceremony in May-2012; this BSE Opening Bell Ceremony was a part of the rolling global stock market event during which, The CFA Institute and CFA member societies around the world opened or closed 26 stock exchanges within a 24-hour period to mark the 50th anniversary of the CFA charter. These stock market ceremonies represented the greatest number of exchanges worldwide that were opened or closed by one organisation on a single day.
One of our marquee events - The Annual India Conference organised in partnership with CFAI. This is typically a day-long event with high profile international and domestic speakers.

Visit our page​  ​for Investment Research Challenge, another high profile and high visibility event, which is conducted, touching the ​entire geography within India through our 5 zonal events.

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Mansi Panchal

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