The Institute of Certified Financial Analysts (ICFA) Society of India is a professional organization that represents over 2,000 CFA® charterholders and students in India. Established in 1987, the society aims to foster a vibrant and ethical community of financial professionals, provide opportunities for professional development, and advocate for the highest standards of ethical conduct.

Key Activities:

• Professional Development:
  • Organizes educational events, including conferences, seminars, and workshops.
  • Provides access to online resources, including a library and e-learning platform.
  • Offers mentoring programs and peer networking opportunities.
• Ethics and Standards:
  • Enforces the CFA Institute Code of Professional Conduct and Standards.
  • Provides guidance on ethical dilemmas and best practices.
  • Conducts investigations of ethical violations.
• Advocacy and Engagement:
  • Represents Indian CFA® charterholders and students on national and international forums.
  • Advocates for improved standards and regulations in the financial industry.
  • Participates in industry events and initiatives.

Membership:

• Full Member: CFA® charterholders who have met all requirements, including passing the CFA® exam, completing the required experience, and adhering to the Code of Professional Conduct.
• Associate Member: CFA® candidates or students who are working towards the CFA® designation.
• Student Member: Individuals who are enrolled in a CFA®-approved education program.

Benefits:

• Access to professional development opportunities.
• Enhanced networking and mentorship.
• Protection of ethical standards.
• Advocacy and representation.
• Access to resources and tools.

Additional Information:

• The society is a member of the CFA Institute, the global organization of CFA® charterholders.
• The society has a website at cfa-society.in.
• Membership fees are payable annually.

Overall, the CFA Society of India plays a crucial role in fostering a professional community of ethical financial analysts in India, providing support and guidance to members, and advocating for the highest standards of conduct.