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Events

CFA Society India holds various events across cities for its members and non-members. These events provide a plat to network with other professionals in the investment industry. The Society conducts a variety of events that suit the needs of members viz: conferences, speaker events, industry-focused workshops, networking events etc. Come and be a part of our next event!

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Upcoming Event

From Spreadsheets to Strategy: A Pragmatic Approach to Dynamic Portfolio Allocation
  • July 18, 2025
  • 7:00 pm to 8:30 pm
  • Sunville Banquets, Worli
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
  • 10:00 am to 2:00 pm
  • Le Meridien Gurgaon
A Workshop on Advanced Valuation Techniques | Pune
  • August 2, 2025
  • 11:00 AM - 3:00 PM IST
  • Boat Club, 7/8 Boat Club Road, Bund Garden, Sangamvadi, Pune - 411001

Past Event

Ground up: Lessons from the Frontlines of wealth advisory
  • July 11, 2025
  • 6:30 pm to 9:00 pm
  • Courtyard by Mariott, Chennai.
Dynamic Gems- The Art and Science behind Identifying Gems | Kolkata
  • July 5, 2025
  • 7:00 pm - 10: 00 pm IST
  • The HHI Kolkata
Strike Up a Conversation – Mumbai Bowling Edition!
  • June 28, 2025
  • 12:00 PM IST
  • SMAAASH, Mumbai
Integrating ESG analysis into the investment process by Mohan Prabhu, CFA | Chennai
  • June 28, 2025
  • 10:30 am to 2:30 pm
  • 3rd floor,Alamelu Terrace,163,Anna Salai Express Estate, Thousand Lights, Chennai
Cross Border M&A & key considerations | Kolkata
  • June 21, 2025
  • 3:30 pm - 6: 00 pm IST
  • Conclave, Kolkata
4th Financial Talent Summit | Bengaluru
  • June 14, 2025
  • 9 am to 5 pm
  • Taj MG Road, 41/3 MG Road, Bengaluru, Karnataka, 560001
Valuation challenges in Indian Real Estate | Indore
  • June 14, 2025
  • 2:00 pm - 5: 00 pm IST
  • Hotel Winway, Indore
Meet an Employer: Career Opportunities At BOB Capital Markets| Online
  • June 13, 2025
  • 6:00 PM IST
  • Online
Technofunda Investing Practitioner’s Masterclass | Delhi
  • May 31, 2025
  • 9:45 am - 2: 00 pm IST
  • IBIS Hotel, Aerocity
3rd Financial Talent Summit | Delhi
  • May 3, 2025
  • 9 am to 5 pm
  • Le Meridien, Sector 26 M.G. Road, Gurgaon Delhi, Border, Gurugram, Haryana 122002
Starting Out As A Registered Investment Adviser (RIA) – Part of the Financial Talent Summit, Delhi
  • May 3, 2025
  • 3:00 pm to 5:00 pm
  • Le Méridien Gurgaon, Sector 26 M.G. Road, Gurgaon Delhi, Border, Gurugram, Haryana 122002
The Rise of Shareholder Activism in India
  • April 4, 2025
  • ​IIMA Ventures, Sargam Marg I I M,Vastrapur, Ahmedabad, Gujarat, India