Frequently Asked Questions
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?
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: NYSSA, 1540 Broadway, Suite 1010, New York, NY
10036-2714
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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