Coffee with CA Workshop in Bengaluru 2026 – Personal Finance and Financial Literacy

Want to manage your money more confidently, develop smarter saving habits, and understand the basics of investing? Coffee with CA – Real Talk. Smart Money. Better Futures. is a beginner-friendly personal finance and financial literacy workshop designed to help participants make more informed everyday money decisions.
Organised by Bloom Creative Zone, Sarjapur, Bengaluru, the session will take place on Sunday, 1 November 2026, at 5:30 PM. Combining practical financial education with a relaxed coffee-and-chat atmosphere, the workshop aims to make money management easier to understand for students, young professionals, and anyone looking to improve their financial knowledge.
Participants will learn about saving strategies, financial planning, banking essentials, credit cards, common financial scams, and investment fundamentals. Led by an expert CA/CFA with more than 10 years of experience, the session welcomes beginners and does not require any previous financial knowledge.

Coffee with CA 2026 – Event Details

Event Name: Coffee with CA.
Event Date: Sunday, 1 November 2026.
Event Time: 5:30 PM onwards.
Duration: 2 hours.
Age Limit: 16 years and above.
Languages: English and Hindi.
Event Category: Workshop and Financial Literacy.
Main Topics: Saving, budgeting, financial planning, banking, credit cards, fraud awareness, and investing basics.
Organiser: Bloom Creative Zone.
Venue: Bloom Creative Zone, Sarjapur.
Location: Bengaluru, Karnataka.
Experience Required: No prior financial knowledge is needed.

About Coffee with CA

Financial literacy is an important life skill that helps people understand how to earn, save, spend, borrow, and invest money responsibly. However, personal finance can often seem complicated, particularly for beginners who are just starting to manage their income or make independent financial decisions.
Coffee with CA aims to make these topics more accessible through an interactive and beginner-friendly learning experience. Instead of presenting personal finance as a complicated subject filled with technical terms, the workshop focuses on practical concepts that people can apply to everyday situations.
The event's relaxed coffee-and-chat format is intended to encourage participants to explore money-related questions in a comfortable environment. Attendees can learn about financial habits, understand common banking products, recognise potential scams, and gain an introduction to investment concepts.
The session will be led by an expert CA/CFA with more than 10 years of experience, according to the event description. The workshop is designed for people at different stages of their financial journey, whether they are learning to save for the first time, beginning their careers, or simply looking to strengthen their understanding of money.
The main objective is to help participants develop greater financial awareness and become better equipped to evaluate everyday financial choices.

What You Will Learn at Coffee with CA

Smart Saving Habits

Saving is one of the foundations of personal finance. Developing a consistent saving habit can help people prepare for future expenses, manage unexpected costs, and work towards personal goals.
At Coffee with CA, participants will explore simple saving concepts and practical tools that can help them become more confident about handling money. The discussion is intended to introduce the importance of setting aside money regularly and understanding the role of saving in a broader financial plan.
Rather than focusing only on how much money a person earns, the workshop encourages participants to think about how they manage the money available to them.

Plan Your Finances and Set Financial Goals

Financial planning involves understanding income, expenses, priorities, and future needs. Without a clear plan, it can be difficult to track spending or decide how much money to save.
The workshop will introduce participants to financial planning concepts and meaningful goal-setting. These may help attendees think more clearly about short-term priorities, long-term aspirations, and how everyday spending choices affect their financial position.
Participants can use the concepts introduced in the session as a starting point for developing a personal budget and reviewing their financial habits.

Understand Banking Essentials

Banking products and services are part of everyday life, but their features and terms may not always be easy for beginners to understand. Knowing how common banking services work can help people make more informed choices.
This part of the workshop will cover banking essentials and introduce participants to everyday banking products and services. The goal is to improve familiarity with the banking system and encourage people to understand the features, terms, and responsibilities associated with the services they use.

Credit Cards Made Simple

Credit cards can provide convenience and access to short-term credit, but they also require responsible use. Interest charges, repayment deadlines, fees, and spending limits are important considerations for anyone using a credit card.
The session will explore traditional and modern credit cards and discuss how to use them wisely. Participants can learn why it is important to understand card terms, keep track of spending, and make repayments responsibly.
Understanding these basics can help beginners evaluate credit products more carefully instead of choosing them based only on convenience or promotional offers.

Spot the Scam: Recognising Financial Fraud

Financial scams can affect people across age groups and income levels. Fraudsters may use misleading messages, fake investment opportunities, impersonation, or urgent payment requests to convince people to share information or transfer money.
Coffee with CA includes a financial fraud awareness segment focused on recognising common scams and learning how to stay safer. Participants will be encouraged to approach unexpected financial requests cautiously and understand the importance of protecting sensitive banking information.
Developing awareness of suspicious communication and checking the legitimacy of financial offers are useful habits for anyone who uses digital payments or online banking.

Investing 101: Understand the Basics

Investing can seem intimidating to people who are new to personal finance. Learning basic investment concepts can help beginners understand how investing differs from saving and why financial decisions should be made according to individual goals, time horizons, and risk tolerance.
The workshop will introduce investment fundamentals and discuss how a beginner can start exploring the subject. This introductory learning opportunity is intended to build basic understanding rather than provide a guaranteed route to returns.
Participants should remember that all investments involve different levels of risk, and no investment outcome is guaranteed. Any financial decision should be based on personal circumstances, careful research, and an understanding of the risks involved.

Who Should Attend Coffee with CA?

Coffee with CA is suitable for students, young professionals, first-time earners, and adults who want to improve their financial knowledge. The workshop is open to participants aged 16 years and above, and no prior financial education is required.
Students can use the session to begin understanding saving and budgeting before entering the workforce. Young professionals may find the topics useful as they start managing salaries, expenses, banking services, and financial goals. People who already earn an income but want to become more organised with money can also benefit from revisiting the basics.
The workshop may also appeal to anyone who wants to understand credit cards, recognise financial fraud, or learn the terminology commonly used in personal finance. Its beginner-friendly format makes it a potential starting point for people who have previously found financial topics difficult to follow.

Why Attend This Financial Literacy Workshop?

One of the main advantages of financial literacy is that it helps people ask better questions before making money-related decisions. Understanding the difference between saving and investing, reading banking terms carefully, and recognising suspicious financial offers can support more informed choices.
Coffee with CA brings several important personal finance topics together in one two-hour session. Its practical focus may help participants identify areas of their financial lives that deserve more attention, from tracking everyday expenses to learning about credit and investment risks.
The interactive format also provides an opportunity to engage with financial concepts in a less formal setting. Rather than requiring participants to have specialist knowledge, the workshop starts with foundational topics that are relevant to everyday life.
However, the event description does not state that the session includes personalised financial advice, investment recommendations, or individual portfolio planning. Participants should treat it as a financial education workshop unless the organiser confirms otherwise.

Venue Details – Bloom Creative Zone, Sarjapur

Coffee with CA will take place at Bloom Creative Zone in Sarjapur, Bengaluru, Karnataka. The session is scheduled for Sunday, 1 November 2026, beginning at 5:30 PM and lasting approximately two hours.
Attendees should check their booking confirmation or the official event listing for the exact venue address, directions, parking information, and entry instructions. Arriving a little early may help participants complete the entry process before the workshop begins.
The event description mentions a coffee-and-chat atmosphere, but it does not specify whether coffee or refreshments are included in the ticket price. Participants should verify any inclusions with the organiser before booking.

Important Terms and Conditions

Admission and Security: The organiser reserves the right of admission. Entry is subject to security checks through designated entrances. Refusing a security check or carrying prohibited items may result in denied entry without a refund.
Prohibited Items: Food, beverages, liquids, bottles, cans, tins, bags, lighters, matchboxes, flammable materials, and illegal or hazardous substances are prohibited inside the venue or designated event area. Check the venue rules before arriving.
Re-Entry Policy: Re-entry is not permitted after leaving the venue. Plan your arrival and departure accordingly.
Conduct and Safety: The event follows a drug-free policy. Possession, use, supply, or consumption of prohibited drugs may lead to removal without a refund and possible legal action. The organiser may also deny entry to or remove attendees who appear intoxicated, behave dangerously, or cause harassment or disturbance.
Photography and Recording: Audio recording, video recording, and still-camera use are prohibited under the stated terms. Follow the organiser's instructions regarding recording devices.
Ticket and Refund Policy: Tickets are generally non-refundable, non-exchangeable, and non-cancellable after purchase. If the organiser cancels the event, the ticket fee will be refunded, while additional charges such as parking, internet handling, and order processing fees may remain non-refundable. Tickets with tampered security features may be considered invalid.
Schedule Changes: The organiser may change the event schedule without prior notice and may modify the terms and conditions.
Personal Responsibility and Privacy: The organiser and venue disclaim responsibility for personal injury or loss or damage to belongings. The terms also address communicable-disease risks, force majeure conditions, and the collection of personal information during booking or registration in accordance with the applicable privacy policy. Disputes are stated to fall under the exclusive jurisdiction of courts in Mumbai.
By purchasing, holding, or using a ticket, participants acknowledge that they accept the event's terms and conditions. Read the complete terms before booking.

Ticket Booking Information

The available event details do not specify the ticket price or provide a confirmed booking link. Interested participants should consult the official event listing or authorised ticketing platform for current ticket availability, pricing, booking instructions, and any additional entry requirements.
Before booking, confirm the venue address, age eligibility, session language, and whether refreshments are included. Purchase tickets only through authorised channels.