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Professional Development Policies & Procedures
For more information regarding administrative policies, complaints,
or refunds, contact NYSSA at (646) 871-3428 or 3407, Education
Department.
Registration Process
To enroll in a course, you can register directly online from
the Courses
Calendar. You can also download a Professional
Development 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, 1177 Avenue of the Americas, 2nd Floor; 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.
Class Location
Courses will be held at the New York Society of Security Analysts
(NYSSA), 1177 Avenue of the Americas, 2nd Floor (between 45th and 46th
Streets), New York, NY 10036. For security purposes, please bring a
photo ID with you on the day of your class. Click
here for directions.
Group Discounts
Special rates are available for five or more people from one company
who attend the same course. Please contact the Education Department for
details at (646) 871-3428 / 3407, or email education@nyssa.org.
Multiple Program Discount Offers
Registration must be received for all relevant programs at the same
time. Cancellation out of a course will result in loss of or adjustment
to discount.
Cancellations
NYSSA reserves the right to cancel a course that does not meet the
minimum enrollment. In the event a course is cancelled, 100% of your
tuition will be refunded (less any cost of materials you may have
already received). Please allow 30 days for your credit card refund to
appear on your monthly statement.
Membership Information
For information or a membership application, visit www.nyssa.org or
contact NYSSA’s Membership Department at (212) 541-3410 or email
membership@nyssa.org.
Withdrawals/Refunds
All requests for refunds and course transfers must be issued in
writing and dated. The date of such request will be the date it is
received by NYSSA (or in the case of mail, the date of postmark).
Requests may be faxed to (212) 541-4677, emailed to education@nyssa.org, or mailed to
NYSSA Education, 1177 Avenue of the Americas, 2nd Floor; New
York, NY 10036-2714.
Withdrawal from courses are subject to the following
administrative/bank fees:
Half-day/Full-day courses
7 or more days prior to first scheduled class $25.00
Less than 7 days prior to class $50.00
No refund, credit or rescheduling for another class if the withdrawal is
received less than 24 hours prior to the course.
2-4 Evening Classes
7 or more days prior to first scheduled class $25.00
Less than 7 days prior to the class $50.00
No refund, credit or rescheduling for another class if the withdrawal
is received less than 24 hours prior to the course.
Continuing Education Credits
As a participant in the CFA® Institute
Approved-Provider Society Program, the New York Society of Security
Analysts has determined that certain events qualify for credit for
the CFA Institute CE Program. Credit hours are
noted for informational purposes after each course description. For
additional information on this program, contact CFA Institute at (800)
247-8132, 560 Ray C. Hunt Dr., Charlottesville, VA 22903-0668, www.cfainstitute.org.
As a courtesy to event attendees, NYSSA will provide CFA
Institute with a list of members who attended those events eligible for
CEs. The CE credit hours earned will be auto-entered into each CFA
Institute member’s web-based CE Diary. CFA Institute will
then send an email notification to the member when a new entry is made.
For self-study or courses taken outside of NYSSA, members can continue
to record the event themselves into their CE Diary.
CFA
Institute does not endorse, promote, review, or
warrant the accuracy of the products or services offered by NYSSA or
verify or endorse the pass rates claimed by NYSSA. CFA
Institute®, CFA®, and Chartered
Financial Analyst® are trademarks owned by CFA
Institute.
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NYSSA is registered with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional education on
the National Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the
National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700,
Nashville, TN 37219-2417, www.nasba.org.
Some events/activities may qualify for continuing education credit
depending upon the circumstances surrounding the event/activity and
one’s unique professional responsibilities. If a program does not
have credits assigned to it, you may still submit your participation in
it to the recognizing organization, which has the final authority on
acceptance for credit.
Certificates of attendance are available for those members who need
documentation of continuing education credits for their employer or
another member organization. Email requests to education@nyssa.org.
Prerequisites and Advanced Preparation: See individual course
descriptions. Unless otherwise stated, there are no prerequisites or
requirements for advanced preparation.
Code of Conduct
All participants attending a NYSSA meeting/event or using
NYSSA’s facilities (Board members, NYSSA members, registrants,
guests, NYSSA staff, and speakers) are to display proper decorum.
Unacceptable behavior includes (but is not limited to):
- Making libelous or knowingly false statements
- Violating confidentiality terms and/or the privacy of others
- Infringing upon any copyright, trademark, or trade secret of another
party*
- Tampering with equipment or defacing property
- Harassing or threatening others including asking disruptive
questions and/or making inappropriate comments or physical gestures
NYSSA reserves the right to remove any individual from an event who
does not conform to the Code of Conduct whether it takes place at
NYSSA’s facility or an off-site venue. Furthermore, the
individual may be barred from future events and/or suspended from
membership.
*Permission must be secured to display, distribute, or use in a
presentation any previously published work from another source other
than one’s own accompanied with proper
acknowledgement.
