Professional Development

5 Reasons Why You Should Take a NYSSA Course

Whether you are just beginning your financial career or are an experienced professional, there are many reasons to continue your education at NYSSA:

  1. Invest in Your Career. Spending money and a half- or full-day outside of the office may seem daunting at first but you will see a return on investment that will last throughout your entire career.
  2. Improve Your Skills. Learn new skills to show how versatile and valuable you are.
  3. Show Your Worth to Employers. You’ll be able to apply new skills on the job which increases your long-term value.
  4. Get A New Career. You’ll get a feel for the new field and learn how your experience fits the new position.
  5. Increase Your Earning Potential. You will not only immediately increase your marketability but also your future worth in the long run.

New! CAIA Test Prep

NYSSA is offering live, instructor-led exam prep classes for the CAIA Charter exam. Prepare with an instructor who has earned his CAIA designation and a provider that has a reputation for excellent and effective live exam prep classes for the CFA exam in the New York area. Click here to learn more.

Certificates

Show your expertise with a NYSSA Certificate. Select one of the certificate programs below to get started.

Select Courses Available Online

Can’t make it to a scheduled class? Our online sessions make learning easier than ever. Online sessions are brought to you by NYSSA’s preferred partner, Wall St. Training. Look for the course titles that say "In-Person and Online."

Spring PD Courses

Advanced Financial Modeling--Core Model -- IN-PERSON and ONLINE

Tuesday December 2 9:00 AM - 5:00 PM • NYSSA Conference Center

Take your modeling skills to the next level and gain a deeper understanding of financial modeling methodologies, techniques, and approaches. Build a fully integrated fi...

Financial Modeling & Analysis Tools, Online Course, Online PD, Professional Development, Programs for Members

Volatility Modeling – A Practical Approach for Decision Making

Wednesday December 3 9:00 AM - 5:00 PM • NYSSA Conference Center

Every financial activity, whether it is risk management, hedging or portfolio selection require the use of a volatility measure.  How you measure and forecast the vola...

Professional Development, Programs for Members

Insurance Primer and Insurance Modeling

Tuesday December 9 9:00 AM - 5:00 PM • NYSSA Conference Center

Unfortunately, this course has been cancelled. Click here for other professional development courses.

Professional Development, Programs for Members

Macroeconomic Investing/Trading Strategies

Thursday December 11 9:00 AM - 5:00 PM • NYSSA Conference Center

It is self-evident that economic changes influence financial markets.  It is less understood, however, how exactly financial markets and economic activity interact. &n...

Professional Development, Programs for Members

CAIA Test Prep Level I (Saturdays)

Saturday December 13 9:30 AM - Tuesday March 31 12:30 PM • NYSSA Conference Center

The live class has ended. Click here to register for the online course. Over the years NYSSA has developed a reputation for top-notch, effective live exam prep classe...

CAIA Level I Preparation, Professional Development

CAIA Test Prep Level II (Saturdays)

Saturday December 13 2:00 PM - Monday March 30 5:00 PM • NYSSA Conference Center

The live class has ended. Click here to register for the online course. Over the years NYSSA has developed a reputation for top-notch, effective live exam p...

CAIA Level II Preparation, Professional Development

Master the Stock Call Techniques of Highly Experienced Analysts

Wednesday January 7 8:30 AM - 12:30 PM • NYSSA Conference Center

Many analysts, especially those early in their career, make the mistake of assuming stock picking is primarily about creating a detailed financial model and conducting a th...

Professional Development, Programs for Members

Are You a Great Equity Research Analyst? Self-assess With GAMMA PI™

Wednesday January 7 1:15 PM - 2:15 PM • NYSSA Conference Center

Are you a great equity research analyst? How would you know? Most analysts are intelligent and hardworking, yet there is a massive outflow of assets from actively managed e...

Professional Development, Programs for Members

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Monday January 12 7:00 PM - 10:00 PM •

Is your daily workflow preventing you from gaining an edge in generating alpha? Distractions such as an overfilled inbox, non-stop news alerts and too many unnecessary c...

Professional Development, Programs for Members

CFA® Level I Primer: Basics of Financial Statement Analysis

Saturday January 24 9:00 AM - 5:00 PM • NYSSA Conference Center

With a weight of around 20% in the CFA® Level I exam, you need a strong understanding of financial statement analysis (FSA) concepts.  Our one day primer wil...

CFA Level I Preparation, June CFA Level I Preparation, Professional Development

Research Analysts: Identify & Monitor a Stock's Critical Factors WEBINAR

Monday February 2 7:00 PM - Wednesday February 4 9:00 PM •

Information overload is one of the biggest contributors to missing great stock calls. Analysts are typically inundated with excessive “noise” about their univ...

Professional Development, Programs for Members

Research Analysts: Apply Practical Valuation Techniques for More Accurate Price Targets WEBINAR

Tuesday February 10 7:00 PM - Thursday February 12 9:30 PM •

When generating price targets, analysts too often spend all of their effort on the financial forecast while leaving the valuation multiple as an afterthought, which can...

Professional Development, Programs for Members

Research Analysts: Master the Stock Call Techniques of Highly Experienced Analysts WEBINAR

Tuesday February 17 7:00 PM - Thursday February 19 9:30 PM •

Early in their career, many analysts make the mistake of assuming stock picking is primarily about creating a detailed financial model and conducting a thorough valu...

Professional Development, Programs for Members

Research Analysts: Communicate Unique Stock Calls Successfully So Others Take Action WEBINAR

Monday February 23 9:00 AM - Wednesday February 25 12:00 PM •

Portfolio managers want unique forward-looking insights communicated in an easy-to-digest manner. And yet, in our study of PMs around the world, they criticize that ove...

Professional Development, Programs for Members

Research Analysts: Eliminate Psychological Biases from Your Stock Call WEBINAR

Monday March 2 7:00 PM - 10:00 PM •

Unseen psychological factors can negatively influence analysts when recommending stocks, revising earnings models, and writing research reports. Even the best stock picke...

Professional Development, Programs for Members

Excel Fundamentals for the Finance Professional

Wednesday March 4 9:00 AM - 4:00 PM • NYSSA Conference Center

This course has been cancelled. For more Professional Development courses click here.

Professional Development, Programs for Members

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Wednesday March 4 9:00 AM - 12:00 PM •

Is your daily workflow preventing you from gaining an edge in generating alpha? Distractions such as an overfilled inbox, non-stop news alerts and too many unnecessary c...

Professional Development, Programs for Members

Volatility Modeling – A Practical Approach for Decision Making

Thursday March 5 9:00 AM - 5:00 PM • NYSSA Conference Center

Every financial activity, whether it is risk management, hedging or portfolio selection require the use of a volatility measure.  How you measure and forecast the vola...

Professional Development, Programs for Members

CFA® Level I Primer: Intro to Quantitative Analysis

Sunday March 8 9:00 AM - 5:00 PM • NYSSA Conference Center

A topic candidates commonly struggle with, quantitative methods represent about 12% of the Level I exam.  Our day-long Introduction to Quantitative Investment An...

CFA Level I Preparation, June CFA Level I Preparation, Professional Development

Research Analysts: Identify & Monitor a Stock's Critical Factors WEBINAR

Monday March 9 9:00 AM - Wednesday March 11 11:00 AM •

Information overload is one of the biggest contributors to missing great stock calls. Analysts are typically inundated with excessive “noise” about their univ...

Professional Development, Programs for Members

Research Analysts: Apply Practical Valuation Techniques for More Accurate Price Targets WEBINAR

Monday March 16 9:00 AM - Wednesday March 18 11:00 AM •

When generating price targets, analysts too often spend all of their effort on the financial forecast while leaving the valuation multiple as an afterthought, which can...

Professional Development, Programs for Members

Macroeconomic Investing/Trading Strategies

Thursday March 19 9:00 AM - 5:00 PM • NYSSA Conference Center

It is self-evident that economic changes influence financial markets.  It is less understood, however, how exactly financial markets and economic activity interact. &n...

Professional Development, Programs for Members

Research Analysts: Master the Stock Call Techniques of Highly Experienced Analysts WEBINAR

Monday March 23 9:00 AM - Wednesday March 25 11:00 AM •

Early in their career, many analysts make the mistake of assuming stock picking is primarily about creating a detailed financial model and conducting a thorough valu...

Professional Development, Programs for Members

Credit Agreements/Covenants

Tuesday March 24 9:00 AM - 5:00 PM • NYSSA Conference Center

Analyze sections of debt agreements and legal and financial covenants, and understand the legal aspects of bank-issued debt and corporate bonds. In this course, you wi...

Professional Development, Programs for Members

Volatility Modeling – A Practical Approach for Decision Making: 2 Day Advanced Course

Wednesday April 8 9:00 AM - Wednesday April 15 5:00 PM • NYSSA Conference Center

Every financial activity, whether it is risk management, hedging or portfolio selection require the use of a volatility measure.  How you measure and forecast the vola...

Professional Development, Programs for Members

How to Analyze a 10-K

Monday April 27 2:00 PM - 5:00 PM • NYSSA Conference Center

Don’t make the mistake of going directly to the numbers and not reading the details of a company’s 10-K filing. Build the knowledge base and practice the skills...

Professional Development, Programs for Members

Bank Industry Primer and Basic Bank Modeling

Tuesday April 28 9:00 AM - 5:00 PM • NYSSA Conference Center

Balance sheet based companies, such as banks, play by different rules and methodologies based on the unique nature of their businesses. Understand how a bank model wor...

Professional Development, Programs for Members

Insurance Primer and Insurance Modeling

Wednesday April 29 9:00 AM - 5:00 PM • NYSSA Conference Center

Balance sheet–based companies, such as insurance companies, operate by different rules and methodologies according to the unique nature of their business. I...

Professional Development, Programs for Members

Basic Financial Modeling and DCF Analysis

Monday May 4 9:00 AM - 5:00 PM • NYSSA Conference Center

Financial statement modeling is the basis of all ensuing valuation modeling. With a focus on incorporating accounting knowledge, learn the mechanics of the model building p...

Financial Modeling & Analysis Tools, Professional Development, Programs for Members

Advanced Financial Modeling--Core Model -- IN-PERSON and ONLINE

Tuesday May 5 9:00 AM - 5:00 PM • NYSSA Conference Center

Take your modeling skills to the next level and gain a deeper understanding of financial modeling methodologies, techniques, and approaches. Build a fully integrated fi...

Financial Modeling & Analysis Tools, Online Course, Online PD, Professional Development, Programs for Members

Oil and Gas Services: Industry Primer and Financial Modeling

Tuesday May 19 9:00 AM - 5:00 PM • NYSSA Conference Center

With the increased interest in oil and gas and alternatives, an understanding of the repercussions of the current natural-resource constrained environment is essential. G...

Financial Modeling & Analysis Tools, Professional Development

Distressed Financial Modeling-- IN-PERSON and ONLINE

Wednesday May 20 9:00 AM - 5:00 PM • NYSSA Conference Center

As we have reached the trough of the post credit crisis environment, it is important to thoroughly evaluate distressed companies and those recently emerging from bankruptcy...

Financial Modeling & Analysis Tools, Professional Development

Corporate Valuation Methodologies - LIVE AND ONLINE

Thursday May 21 9:00 AM - 5:00 PM • NYSSA Conference Center

Overvalued or undervalued? Go beyond the academic theory of financial ratios and apply fundamental analysis and real-world methods of evaluating a company’s intrinsic...

Financial Modeling & Analysis Tools, Professional Development

Share your Experience. Email Mario Carias at mcarias@nyssa.org

Write a review about a NYSSA Professional Development course or let us know how we can improve your experience.

We would love to hear your feedback.

 

View NYSSA's Professional Development Policies and Procedures.

Privacy Policy    |    Contact Us

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