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

CAIA Level I Exam Prep

Sunday January 12 9:00 AM - Sunday March 2 12:00 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 of...

CAIA Level I Preparation, Professional Development

Claritas Test Preparation Program

Sunday January 12 9:15 AM - Sunday March 2 11:30 AM • 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 pre...

Claritas, Professional Development

Excel Fundamentals for the Finance Professional—IN-PERSON and ONLINE

Wednesday February 19 9:00 AM - 4:00 PM • NYSSA Conference Center

Unfortunately, we will no longer be holding this course live. The online course is still available here.

Microsoft Excel Skills and Techniques, Online Course, Online PD, Professional Development

Credit Agreements/Covenants

Tuesday March 25 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

Volatility Modeling: A Practical Approach for Decision-making

Wednesday April 2 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, requires the use of a volatility measure.How you measure and fore...

Professional Development

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

Tuesday April 15 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 financ...

Financial Modeling & Analysis Tools, Online Course, Online PD, Professional Development

Oil and Gas Integrated: Industry Primer and Financial Modeling

Thursday April 17 9:00 AM - 5:00 PM • NYSSA Conference Center

Unfortunately, this course is no longer being held.

Financial Modeling & Analysis Tools, Professional Development

Claritas Test Preparation Program

Tuesday April 29 6:00 PM - Tuesday June 24 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

Macroeconomic Investing/Trading Strategies

Wednesday April 30 9:00 AM - 5:00 PM • NYSSA Conference Center

It is self-evident that economicchanges influence financial markets.It is less understood, however, howexactly financial markets and economic activity interact.In this cour...

Professional Development

Bank Industry Primer and Basic Bank Model

Tuesday May 6 9:00 AM - 5:00 PM • NYSSA Conference Center

Unfortunately, we are no longer holding this course. Click here to view other PD courses.

Financial Modeling & Analysis Tools, Professional Development

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

Wednesday May 7 2:00 PM - 5:00 PM • NYSSA Conference Center

Unfortunately, we are no longer holding this course in-person. Click here for information about the online session.

Financial Reporting and Analysis, Online Course, Online PD, Professional Development

Basic Financial Modeling and DCF Analysis

Thursday May 29 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

Research Analysts: Maximize Your Time for Alpha Generation Webinar

Tuesday June 3 7:00 PM - 10:00 PM • NYSSA Conference Center

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

Professional Development

High Yield Bond Tutorial

Wednesday June 11 11:00 AM - 3:15 PM • NYSSA Conference Center

You may be interested in: The 24th Annual High Yield Bond Conference on June 12, 2014 This half-day program will quickly get you up to speed on operating in the high y...

Portfolio & Risk Management, Professional Development, Seminar

Portfolio Optimization and Efficient Frontier Modeling

Tuesday June 24 8:30 AM - Wednesday June 25 5:00 PM • NYSSA Conference Center

Unfortunately, we are no longer holding this PD course. Click here to view more NYSSA professional development courses.

Financial Modeling & Analysis Tools, Professional Development

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

Wednesday July 9 9:00 AM - Thursday July 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

CAIA Test Prep Level II (Sundays)

Sunday July 13 9:30 AM - Sunday August 31 12:30 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 I Preparation, Professional Development

Portfolio Performance and Attribution Analysis

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

Performance and attribution are essential concepts to understand in the asset management world. Yet, some performance calculation (e.g. Modified Dietz, time-weighted rat...

Professional Development

CAIA Test Prep Level I (Wednesdays/Thursdays)

Wednesday July 16 6:30 PM - Thursday August 28 9:30 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 I Preparation, Professional Development

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

Monday July 21 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 financ...

Financial Modeling & Analysis Tools, Online Course, Online PD, Professional Development

Research Analysts: Maximize Your Time for Alpha Generation WEBINAR

Tuesday August 12 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

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

Tuesday August 19 9:00 AM - 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

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

Monday August 25 9:00 AM - 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

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

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

Venture Capital Investing: Participating Preferred Securities

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

Inthe first part of this course, we discuss the complex nuances associated withanalyzing and valuing emerging markets and private companies. We dive deep intothe details an...

Professional Development

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

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

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

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

Analystshave to present their ideas orally in a number of settings, notably the morningcall (for sales) and directly to clients. This course focuses on how tosuccinctly...

Professional Development

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

Thursday September 25 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, Online Course, Online PD, Professional Development

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

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

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

Monday November 17 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 skil...

Financial Reporting and Analysis, Online Course, Online PD, Professional Development

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

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 financ...

Financial Modeling & Analysis Tools, Online Course, Online PD, Professional Development

Insurance Primer and Insurance Modeling

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

Balancesheet–based companies, such as insurance companies, operate by different rulesand methodologies according to the unique nature of their business. Inthis cours...

Professional Development

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