Frequently Asked Questions CFA®  2016

What types of courses do you offer?

NYSSA’s CFA® (Chartered Financial Analyst) Exam Preparation Curriculum offers:

  • CFA Weekly Review Courses - meet for over 3 hours per week (17 weeks in Winter/Spring for the June exam, 16 weeks in Fall for the December exam.)
  • 6-Week Condensed Saturday Reviews - meet for 7 hours per week for 6 weeks.
  • 4-Day CFA Boot Camp - meet for 4 consecutive days Thursday-Sunday

Where are the courses held?

NYSSA Conference Center, 1540 Broadway (45th Street Entrance), Suite 1010, New York, NY 10036

What materials are used in NYSSA’s CFA® Review Courses?

For the Weekly and Condensed Reviews, we recommend candidates purchase the Schweser Essential Self Study Package as those materials will be referenced in the course. Go to portal.schweser.com and use NYSSACFA as the portal code for a 10% on a few products.

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Why can’t I just reuse previous Schweser materials?

Every year on or about September 1, CFA Institute announces its new curriculum. CFA Institute adds new readings, drops old readings and alters many of the learning outcome statements. In the curriculum 25% or more of the material can change from year to year. In order to have the most up-to-date information, you should use the current materials.

Do I need to read the curriculum readings of the CFA Institute?

NYSSA suggests that you read the curriculum readings that CFA Institute includes in your exam registration package because the examinations are based on these readings.  For more information, visit their website at:  www.cfainstitute.org.

How many hours should I study?

CFA Institute suggests 250–300 hours of self study for the exam.  In addition to self-study, a weekly review, condensed, or study group can help you achieve a greater understanding of the material.

How can I pay for a course?

You may pay by personal check, company check, or credit card. We accept American Express, MasterCard, and VISA. Payment must be received in full before you can be confirmed for class. We cannot hold a space for you without payment.

How can I register?

You can either register online by clicking here, by phone 212-541-4530 or by downloading NYSSA’s CFA Courses registration form and fax it in along with your credit card number to (212) 541-4677. If you are paying by check, please mail the registration form along with your check to: NYSSA Education, 1540 Broadway, Suite 1010; New York, NY 10036-2714. We are sorry that NYSSA cannot invoice your company nor hold space for you if your registration form is received without payment. 

If I register for a course, does that also take care of my registration for the exam?

No. CFA Institute is the entity that administers the exam. You must register directly with them and separate fees apply. Please go to CFA Institute’s website at www.cfainstitute.org for information on registering for the exam.

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If a class is full, can I be put on the waitlist?

You can request to be placed on a wait list by sending your email to: education@nyssa.org.

What is the refund policy to cancel attendance in a NYSSA CFA course?

Effective December 2010

All requests for refunds and course transfers must be submitted in writing and dated. The date of your request will be the date it is received by NYSSA (or in the case of mail, the postmark date). Requests may be faxed to (212) 541-4677, or emailed to education@nyssa.org, or mailed to NYSSA Education, 1540 Broadway, Suite 1010, New York, NY 10036-4039.

Withdrawals from classes are subject to the following administrative and bank fees:

  • 7 or more days prior to class: $100*

  • Less than 7 days prior to class: $150*

  • After first class session but before second class session: $200*

  • After second class session: No refund

*Does not include cost of course materials. See Materials Return Policy below.

NOTE: No refund or credit will be granted for cancellations made 24 hours prior to the start of the Condensed Review, Intensive Review, full-day classes, or 4-evening classes.

Class withdrawal refund policy

Weekly Review

Condensed Review

Full-Day Course

4-Evening Course

7 or more days prior to the class





Less than 7 days prior to the class





After first scheduled class, but before second class


No refund

No refund

No refund


After second scheduled class

No refund

No refund

No refund

No refund

*No refund if withdrawal is received less than 24 hours prior to the course.

How do I join a Study Group?

There is no fee to join a study group and, they are open to CFA candidates in the New York metropolitan area, regardless of whether you are enrolled in a NYSSA course or not. You can join by registering through the NYSSA CFA Study Groups page. Please be advised that you may receive periodic information from NYSSA.

CFA Institute does not endorse, promote or warrant the accuracy or quality of the products or services offered by NYSSA. CFA Institute®, CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institute.

For more information please contact the Education Department at NYSSA: (212) 541-4530 or email education@nyssa.org

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 The New York Society of Security Analysts, Inc, © NYSSA
1540 Broadway, Suite 1010, (entrance on 45th Street), New York, NY 10036
(212) 541-4530