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?
How do I become a
registered NYSSA website user?
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?
Can NYSSA help Employers and Recruiters to find job
candidates?
About NYSSA
What is 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?
The transfer process from one CFA Institute society to another must
be initiated with CFA Institute. To start the process, download an
CFA Institute Status Change Form (PDF) and fax the completed form
to CFA Institute at (434) 951-5290. If you have questions regarding this
form, please contact CFA Institute at (800) 247-8132 or (434) 951-5499,
or email membership@cfainstitute.org.
Once CFA Insitute has processed your Status Change Form, 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 Courses page.
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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 Jobs Network. This
includes job listings available to NYSSA members and subscribers only.
Stay tuned for more additions to the Jobs Network.
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:
- Monthly Career Chats and other presentations on career development:
visit the Career
Programs page.
- Monthly morning and evening networking events.
Visit the Career
Programs page.
- NYSSA Job Listings. NYSSA collects job listings from companies
and recruiters as a service to our members. The online job listings are
located in NYSSA’s
Jobs Network section. This area is accessible at no charge
to all NYSSA members. Nonmembers may subscribe for an annual fee (click
here for more information). Job listings are updated weekly.
Can NYSSA help Employers and
Recruiters to find job candidates?
Yes! NYSSA lists open jobs for companies and recruiters on the
NYSSA website. Click here for more information on how to Post
A Job on the NYSSA website.
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