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CFA Program

What’s Happening

Ground up: Lessons from the Frontlines of wealth advisory

July 11, 2025
6:30 pm to 9:00 pm
Courtyard by Mariott, Chennai.

Networking Lunch- Let’s Get Together | Ahmedabad

July 19, 2025
12 PM to 3:00 pm
WelcomHeritage Mani Mansion, Paldi, Ahmedabad

Workshop on Setting up an Investment Services Practice | Hyderabad

July 25, 2025
6:00 pm to 9:00 pm
LSEG ,Level 12, East Wing, CapitaLand Gate 3, International Tech Park Hyderabad (ITPH), Block A, Hyderabad

Implementing Benjamin Graham’s Special Situations Framework in Conventional Investment Strategies

August 2, 2025
12:00 pm to 3:00 pm
Le Meridien Gurgaon

More Events…

Take the Next Step to Earning the CFA® Charter

The Impact of the COVID-19 Crash on Investors

Lessons from History – by Mr. Durgesh Shah…

#IIC2019: Morgan Housel on Behavioural Biases & Pitfalls

From The Blog…

#A Dialogue with Howard Marks – The Most Important Thing: Uncommon Sense for the Thoughtful Investor

CFA Society India along with OakTree Capital Management LP and CFA Institute hosted Mr Howard Marks, CFA, Co-Founder of Oak Tree at Mumbai on Mar 5, 2025. Mr Marks was engaged in an wide ranging fireside chat with Mr Venkatchalam Ramaswamy, MD & CEO, EAAA Alternatives. On his memos and what

“In giving, you shall receive” An ode to volunteering…

It was 2020 and the Covid pandemic had just broke out. My mind was drowning in a lot of existential thoughts. I would think about how I had not even touched the surface yet of my passions. Neither was I able to do anything about some of the systemic struggles I had gone through.

What’s Happening

Ground up: Lessons from the Frontlines of wealth advisory

Networking Lunch- Let’s Get Together | Ahmedabad

Workshop on Setting up an Investment Services Practice | Hyderabad

Implementing Benjamin Graham’s Special Situations Framework in Conventional Investment Strategies

More Events…

Featured Videos

Take the Next Step to Earning the CFA® Charter

The Impact of the COVID-19 Crash on Investors

Lessons from History – by Mr. Durgesh Shah…

#IIC2019: Morgan Housel on Behavioural Biases & Pitfalls

More Videos…

From The Blog…

#A Dialogue with Howard Marks – The Most Important Thing: Uncommon Sense for the Thoughtful Investor

“In giving, you shall receive” An ode to volunteering…

More Posts…

Featured Content

Private Equity vs. Venture Capital: Opposite Investment Mindsets

Seventy-Five Years of Investing for Future Generations

Looking under the Hood of Active Credit Managers

Find us in the heart of BKC, Mumbai

#702, A Wing, “One BKC” building,
G Block BKC, Bandra East,
Mumbai, Maharashtra 400051

For CFA Program enquiries

What’s Happening

Ground up: Lessons from the Frontlines of wealth advisory

Networking Lunch- Let’s Get Together | Ahmedabad

Workshop on Setting up an Investment Services Practice | Hyderabad

Implementing Benjamin Graham’s Special Situations Framework in Conventional Investment Strategies

More Events…

Featured Videos

Take the Next Step to Earning the CFA® Charter

The Impact of the COVID-19 Crash on Investors

Lessons from History – by Mr. Durgesh Shah…

#IIC2019: Morgan Housel on Behavioural Biases & Pitfalls

More Videos…

From The Blog…

#A Dialogue with Howard Marks – The Most Important Thing: Uncommon Sense for the Thoughtful Investor

“In giving, you shall receive” An ode to volunteering…

More Posts…

Featured Content

Private Equity vs. Venture Capital: Opposite Investment Mindsets

Seventy-Five Years of Investing for Future Generations

Looking under the Hood of Active Credit Managers

Find us in the heart of BKC, Mumbai

#702, A Wing, “One BKC” building, G Block BKC, Bandra East, Mumbai, Maharashtra 400051

For CFA Program enquiries

#702, A Wing, “One BKC” building,
G Block BKC, Bandra East,
Mumbai, Maharashtra 400051