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/Summer PD Courses

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

Monday April 6 7:00 PM - Wednesday April 8 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

Is the “New Normal” keeping you awake at night?

Wednesday April 29 6:00 PM - 8:00 PM • NYSSA Conference Center

One of Davos 2015 central segments was – “Volatility as the New Normal in Financial Markets”.With the recent fluctuations in energy prices and currency ra...

Professional Development, Programs for Members, Seminar

Fundamentals of 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

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

Monday May 4 7:00 PM - Wednesday May 6 9:00 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

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

How to Analyze a 10-K

Wednesday May 6 2:00 PM - 5:00 PM • NYSSA Conference Center

Unfortunately this course has been cancelled. Click here for additional Professional Development courses.

Professional Development, Programs for Members

Volatility Modeling – A Practical Approach for Decision Making

Thursday May 7 9:00 AM - 5:00 PM • NYSSA Conference Center

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

Professional Development, Programs for Members

Insurance Primer and Insurance Modeling

Thursday May 7 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

Bank Industry Primer and Bank Modeling

Monday May 11 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

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

Monday May 11 7:00 PM - Wednesday May 13 9:00 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

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

Monday May 18 7:00 PM - Wednesday May 20 9:30 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

Macroeconomic Investing/Trading Strategies

Thursday May 21 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

Top Tips for Great Research Reports—Part 1: Writing for Impact

Wednesday May 27 9:00 AM - 12:30 PM • NYSSA Conference Center

This class has been cancelled. Click here to view other Professional Development classes.

Professional Development, Programs for Members, Research Reports

Research Analysts: Eliminate Psychological Biases from Your Stock Call WEBINAR

Wednesday May 27 9:00 AM - 12:00 PM •

This course has been cancelled. Click here to see additional Professional Development courses.

Professional Development, Programs for Members, Research Analysts

Top Tips for Great Research Reports—Part 2: How and When to Communicate Research

Wednesday May 27 1:30 PM - 5:00 PM • NYSSA Conference Center

This class has been cancelled. Click here to view other Professional Development classes.

Professional Development, Programs for Members, Research Reports

Top Tips for Great Research Reports—Part 3: Presenting Research Ideas Orally

Wednesday May 27 5:30 PM - 8:30 PM • NYSSA Conference Center

This class has been cancelled. Click here to view other Professional Development classes.

Professional Development, Programs for Members, Research Reports

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

Saturday May 30 9:00 AM - Saturday June 6 5:00 PM • NYSSA Conference Center

This course has been cancelled. Click here for additional Professional Development courses.

Professional Development, Programs for Members

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

Monday June 1 9:00 AM - Thursday June 4 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

Introduction to Financial Markets & Claritas Test Preparation

Monday June 1 6:00 PM - Monday July 27 8:30 PM • NYSSA Conference Center

CFA Institute is well known for increasing the knowledge of over 100,000 investment decision makers through its CFA program. NYSSA is well known for its CFA exam test prep classes....

Claritas, Professional Development

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Monday June 8 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, Research Analysts

Credit Risk Modeling in Excel and VBA: Default Risk and Prepayment Modeling

Tuesday June 9 9:00 AM - Wednesday June 10 5:00 PM • NYSSA Conference Center

In this post-credit crisis tough regulatory environment, it is more essential than ever to understand and quantify the risk of your portfolio. Understand the role of de...

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

Distressed Financial Modeling-- IN-PERSON and ONLINE

Friday June 19 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

REIT Modeling

Tuesday June 23 9:00 AM - 5:00 PM • NYSSA Conference Center

This class has been cancelled. Click here to view other Professional Development classes.

Professional Development, Programs for Members

Oil and Gas Services: Industry Primer and Financial Modeling

Wednesday June 24 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

Corporate Valuation Methodologies - LIVE AND ONLINE

Thursday June 25 9:00 AM - 4:00 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

Portfolio Optimization and Efficient Frontier Modeling

Wednesday July 8 9:00 AM - Thursday July 9 5:00 PM • NYSSA Conference Center

Current tough market conditions require an understanding of how to maximize your portfolio returns. Explore and model portfolio optimization techniques in the efficient...

Financial Modeling & Analysis Tools, Professional Development

CAIA Test Prep Level I

Monday July 13 6:30 PM - Monday August 31 9:30 PM • NYSSA Conference Center

Over the years NYSSA has developed a reputation for top-notch, effective live exam prep classes for the CFA exam in the New York area. Now for the first time, NYSSA is offering liv...

CAIA Level I Preparation, Professional Development

CAIA Test Prep Level II

Wednesday July 15 6:30 PM - Wednesday September 2 9:30 PM • NYSSA Conference Center

Over the years NYSSA has developed a reputation for top-notch, effective live exam prep classes for the CFA exam in the New York area. Now NYSSA also offers live, instructor-led ex...

CAIA Level II Preparation, Professional Development

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

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

This course has been cancelled. Click here for additional Professional Development courses.

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

Fall PD Courses

CAIA Test Prep Level II

Wednesday July 15 6:30 PM - Wednesday September 2 9:30 PM • NYSSA Conference Center

Over the years NYSSA has developed a reputation for top-notch, effective live exam prep classes for the CFA exam in the New York area. Now NYSSA also offers live, instructor-led ex...

CAIA Level II Preparation, Professional Development

Venture Capital Investing: Participating Preferred Securities

Tuesday September 15 9:00 AM - 5:00 PM • NYSSA Conference Center

  In the first part of this course, we discuss the complex nuances associated with analyzing and valuing emerging markets and private companies. We dive dee...

Online Course, Online PD, Professional Development, Programs for Members

Advanced Excel for Data Analysis

Wednesday September 16 9:00 AM - 5:00 PM • NYSSA Conference Center

Any skilled financial analyst on top of his or her game needs to be able to efficiently execute detailed data analysis. This course will teach you advanced Excel tools that...

Financial Modeling & Analysis Tools, Microsoft Excel Skills and Techniques, Professional Development

M&A Deal Structuring & Merger Modeling

Thursday October 1 9:00 AM - 5:00 PM • NYSSA Conference Center

Asmarkets rebound from the credit crisis, merger activity has heated up. Tobetter evaluate merger activities, learn how to utilize the advanced tools andanalyses of M&A...

Professional Development, Programs for Members

How to Analyze a 10-K

Monday November 2 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

Fundamentals of Financial Modeling and DCF Analysis

Tuesday November 3 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

Wednesday November 4 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 fina...

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

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