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."

Fall PD Courses

Research Analysts: Eliminate Psychological Biases from Your Stock Call WEBINAR

Tuesday September 9 9:00 AM - 12:00 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

Claritas Test Preparation Program

Thursday September 11 6:00 PM - Thursday November 13 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 ...

Claritas, Professional Development

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Tuesday September 16 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

FOREX Markets: Trading, Regulations, and Risk

Thursday September 18 9:00 AM - 5:00 PM • NYSSA Conference Center

The currency market is the largest market and dwarfs any other market. Its daily average trading volume is $5.3 trillion (according to Bank International Settlements, April...

Professional Development, Programs for Members

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

Tuesday September 23 9:00 AM - 12:30 PM • NYSSA Conference Center

Tosucceed as an analyst in today’s job market, you must know how to write reportsthat are clear, concise, and convincing. No matter how smart you are, yourinvestmen...

Professional Development, Programs for Members, Research Reports

Venture Capital Investing: Participating Preferred Securities

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

Unfortunately, we are no longer holding this course.

Professional Development, Programs for Members

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

Tuesday September 23 1:30 PM - 5:00 PM • NYSSA Conference Center

Get an insider’s look at the nuances of researchreport writing from a former research analyst with over 20 years of experience.Analysts do a tremendous amount of wo...

Professional Development, Programs for Members, Research Reports

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

Tuesday September 23 5:30 PM - 8:30 PM • NYSSA Conference Center

Unfortunately, we are no longer holding this course.

Professional Development, Programs for Members, Research Reports

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

Tuesday September 23 7:00 PM - Thursday September 25 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

Advanced Excel for Data Analysis -- IN-PERSON and ONLINE

Thursday September 25 9:00 AM - 5:00 PM • NYSSA Conference Center

This class is no longer available in-person. Click here to view the online version.

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

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

Monday September 29 7:00 PM - Wednesday October 1 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

M&A Deal Structuring & Merger Modeling

Wednesday 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

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Tuesday October 7 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

Credit Agreements/Covenants

Tuesday October 21 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

Wednesday October 22 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

Research Analysts: Eliminate Psychological Biases from Your Stock Call WEBINAR

Tuesday November 4 9:00 AM - 12:00 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

Fundamentals of Hedge Fund Due Diligence

Tuesday November 11 9:00 AM - 5:00 PM • NYSSA Conference Center

A professional hedge fund allocator reviews “must ask” questions for any potential hedge fund investor as well as best practices from the hedge fund manager per...

Professional Development, Programs for Members

How to Analyze a 10-K -- IN-PERSON and ONLINE

Monday November 17 2:00 PM - 5:00 PM • NYSSA Conference Center

Unfortunately, this course is cancelled. Check here for other online courses.

Financial Reporting and Analysis, Online Course, Online PD, Professional Development, Programs for Members

Basic Financial Modeling and DCF Analysis

Tuesday November 18 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 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 - Saturday February 14 12:30 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, instruct...

CAIA Level I Preparation, Professional Development

CAIA Test Prep Level II (Saturdays)

Saturday December 13 2:00 PM - Saturday February 14 5:00 PM • NYSSA Conference Center

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

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

CFA® Level I Primer: Intro to Quantitative Analysis

Saturday January 10 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

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

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