AI for Investors: Turning Information into Insight | Kolkata

This session on offers a practical, end-to-end guide to using modern artificial intelligence in everyday work as well as professional investing. It begins with a clear, intuitive understanding of how AI tools such as ChatGPT and Perplexity actually work, how to use them effectively in daily tasks, and why they often fail when applied to financial decision-making.

The session then moves into how AI can be used for equity research, including analyzing earnings calls, reading filings, tracking company narratives, and monitoring portfolios.

Participants will learn why generic AI tools are not designed for financial workflows—and how these limitations can be overcome through better prompting, structured analysis, and the use of finance-specific data.

Learning Outcome

By the end of the session, participants will understand how to turn AI from a casual chatbot into a reliable research and decision-support assistant, improving the speed, depth, and discipline of their investment process.

EVENT DETAILS:
Date – Saturday, 31st January 2026
Time- 3:30pm to 5:00pm
Location – The Conclave, 216, Acharya Jagdish Chandra Bose Road, Kolkata – 700017 

REGISTRATION DETAILS:
CFA Society India Members: INR 500 refundable on attendance

CFA Program Candidates and Charter Pending: INR 1000