About Us

CFA Institute has 175,000 CFA Charterholders globally. CFA Institute serves its members through local societies in every country.

CFA Society India, registered as Indian Association of Investment Professionals under Section 8 of Companies Act 2013, is a company limited by guarantee.

Established in March 2005, with 50 members, today it is one of the leading societies of CFA Institute with more than 3,200 members spread across India. The member base consists of portfolio managers, investment advisors, and other finance professionals. As one of the over 158 CFA Institute member societies, 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 understanding of the CFA® designation among investment professionals, regulators, employers and public at large.

CFA Society India has members spread across India and it operates through regional chapters: Mumbai, Delhi, Bengaluru, Chennai, Kolkata, Hyderabad, Pune, Ahmedabad and Indore.

Our Vision

To be a Professional Body for Ethics, Excellence and Thought Leadership in Finance.

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Our Mission

To enhance Member value by providing Professional and Career Development opportunities, promoting the highest standards of Ethics and Professional Conduct, be a Thought Leader for the ultimate benefit of Investment Profession and Society.

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