FAQs

Frequently Asked Questions

About NYSSA

What is NYSSA?
How do I get to NYSSA’s Headquarters?
How do I become a Chartered Financial Analyst (CFA®) Charterholder?
I’m a registered NYSSA website user, how do I update my record?

Membership

How do I become a member of NYSSA? Is CFA Institute membership separate?
Do I need a sponsor to become a NYSSA member?
What does it cost to become a NYSSA member?
What are the benefits of NYSSA membership?
How can I reinstate my Membership?
I am a member of NYSSA. How can I become more involved?
How do I transfer my membership to or from another society?
Is there another analyst society located near me?
Does NYSSA offer student memberships?
How do I notify NYSSA of a change of address?
How do I access the Members Only sections of NYSSA’s website? What is there?
How do I update my record?

Continuing Education and CFA® Review Courses

How does NYSSA help CFA candidates to prepare for the exam?
What other continuing education and professional development courses does NYSSA offer?

Events

What programs does NYSSA offer this month? Where are they held?
Does NYSSA offer Webcasting of programs?

Career Development and Job Search

Does NYSSA have job listings?
I am job hunting. What Career Services does NYSSA offer?


About NYSSA

Since 1937, the New York Society of Security Analysts (NYSSA) has provided the premier forum for the exchange of investment information among corporate executives and financial analysts, portfolio managers, and others involved in the investment decision-making process. See NYSSA’s History | Mission.

How do I get to NYSSA’s headquarters?

NYSSA is located at 1540 Broadway, Suite 1010, New York, NY 10036. Directions are available here. NYSSA’s programs are held at midtown Manhattan locations. For specific venue and directions, visit the Calendar Page, and CFA and Professional Development course pages.

How do I become a Chartered Financial Analyst (CFA®) Charterholder?

You become a CFA Charterholder by passing each of the three levels of the CFA exam, and by then meeting certain work experience requirements. Visit our Become a CFA Charterholder page. Also, visit the CFA Institute website, or email CFA Institute at info@cfainstitute.org; CFA Institute administers the CFA exam, and awards the CFA Charter.

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Membership

How do I become a member of NYSSA? Is CFA Institute membership separate?

NYSSA offers six different membership classifications, each with particular requirements. Click here to see membership classifications and requirements.  Applicants can download an application form, request to have one mailed to you by emailing membership@nyssa.org, or pick one up at the NYSSA office. NYSSA’s Regular and Affiliate members must also become members of the CFA Institute – the global organization comprised of more than 135 financial analyst societies. You may apply either to NYSSA or CFA Institute, who will forward your application to the other organization. NYSSA and CFA Institute each bill and collect their dues separately. If you do not wish to also become a member of CFA Institute, you may want to consider joining NYSSA as an Associate Member. Click here for more information on this category of membership.

Do I need a sponsor to become a NYSSA member?

You need two sponsors to become a NYSSA member: one must be a Regular NYSSA member, the other should be your immediate supervisor. If you are self-employed, two Regular Members of NYSSA can sponsor you.

What does it cost to become a NYSSA member?

NYSSA’s annual dues are $200, and there is a one-time application fee of $100. Retired and Student members pay reduced dues. CFA Institute will bill you separately for their annual dues. IMPORTANT: Registering with CFA Institute for the CFA exam, or with NYSSA for a CFA review course, does not qualify you for CFA Institute or NYSSA membership; you must apply separately for membership.

What are the benefits of NYSSA membership?

One of the most valued benefits of membership is access to others in the investment community. Through participation at NYSSA’s programs, members gain admission to a large network of associates, senior investment professionals, and corporate executives, affording them unparalleled networking opportunities.

In addition, NYSSA members receive:

  • Special member rates on all conferences and seminars, webcasts, professional development courses, CFA courses and other programs, reflecting a substantial savings on tuition and registration fees.
  • Complimentary subscription to our monthly newsletter, NYSSA News, and The Investment Professional.
  • Free access to an online Member Directory.
  • Free access to job search and career development resources.
  • Numerous special offers for members.
  • Discounts on publications, services, entertainment tickets, and more.

Click here for a full description of member benefits.

How can I reinstate my Membership?

An individual whose membership in NYSSA has lapsed for FIVE years or less may reinstate it by requesting the reinstatement in writing, to NYSSA’s Membership Department. (An individual whose membership has lapsed more than five years must submit a new application and related paperwork.)

The individual will then receive a letter acknowledging his/her request to reinstate, an invoice for a full year’s dues plus a $50 reinstatement fee, and a Member Information Form, which must be filled out completely and signed. Note: NYSSA’s membership year runs June 1 - May 31; dues are NOT pro-rated.

Once NYSSA receives the completed Member Information Form and full payment, membership will be reinstated. NYSSA will also send the Member Information Form to CFA Institute for their records.

I am a member of NYSSA. How can I become more involved?

Besides attending NYSSA programs, courses and networking events, NYSSA members have the opportunity to serve on any of the thirteen member committees, a great way to contribute to NYSSA while getting to know more of your peers and industry leaders.

How do I transfer my membership to or from another society?

Contact CFA Institute at (800) 247-8132 or (434) 951-5499, or email membership@cfainstitute.org. Once CFA Insitute has processed your status Change, they will notify both societies.

Is there another analyst society located near me?

Visit the CFA Institute website for a list of societies in the US and abroad. For more information, contact the society directly, or contact CFA Institute at info@cfainstitute.org.

Does NYSSA offer student memberships?

Student Membership is available to those who are matriculating toward a bachelors or masters degree in finance, business or other related fields. For further information, read about the  student membership benefits and requirements.

How do I notify NYSSA of a change of address?

The best way to change your address is to update your profile on the NYSSA website. Click here to update your record. Alternatively, change of address may be sent to NYSSA:
Mail: 1540 Broadway, Suite 1010, New York, NY 10036
Fax: (212) 541-4677
Email: membership@nyssa.org
When sending changes to NYSSA, please include your full name, membership number, or as much information about your previous address as possible so we are certain to update the appropriate record.

How do I access the members only sections of NYSSA’s website? What is there?

The entire website is accessible to NYSSA members, as a member benefit. Certain pages require members to log in with a username and password. If you do not know your username and password, visit log in | log out help, email webaccess@nyssa.org, or contact the NYSSA office at 212-541-4530 for assistance. The areas of the website that are available to members only include the ability to search the online Member Directory; free viewing of Industry Conference webcasts; free access to the job postings, career development resources, and the monthly online NYSSA News newsletter; and other web-based benefits.


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Continuing Education and CFA® Review Courses

How does NYSSA help CFA candidates to prepare for the exam?

NYSSA offers evening and intensive review courses to help candidates prepare for all levels of the CFA exam. We also help to organize CFA study groups. Each Fall, we also offer finance and accounting courses to help candidates strengthen their core knowledge in preparation for their CFA exam studies. Visit our CFA Courses page for more information.

What other continuing education and professional development courses does NYSSA offer?

NYSSA offers a wide range of finance and investment courses throughout the year. These include evening classes, half-day courses, workshops on Private Wealth Management and more. More information can be found on our events calendar.


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Events

What programs does NYSSA offer this month? Where are they held?

A list and agendas of upcoming conferences, seminars and other investment and career development programs is available on our Programs Calendar page, or refer to our monthly newsletter. NYSSA programs are generally held at a location in midtown Manhattan. For more information on a specific program’s location, please visit the Programs Calendar and select a specific program from the list. Location information is presented on each program page. Click here for directions to our program locations.

Does NYSSA offer webcasts of any programs?

NYSSA offers webcasts of select programs and conferences. An archived webcast can be viewed for each of the Industry Conferences and Topical Conferences listed on the NYSSA on Demand page. All Industry Conference webcasts are free for NYSSA members.


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Career Development and Job Search

Does NYSSA have job listings?

NYSSA members have access to NYSSA’s job listing through eFinanical Careers

I am job hunting. What Career Services does NYSSA offer?

NYSSA is committed to educating and informing investment professionals, which includes programs and services on job search skills. Our career services are described in the Career Center section and include:

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1540 Broadway, Suite 1010, (entrance on 45th Street), New York, NY 10036