Upcoming Programs

CFA® Level II Weekly Review – Session A Mondays

Monday January 5 5:45 PM - Monday May 11 9:00 PM • NYSSA Conference Center

  This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has more than 16 years of experience teac...

CFA Level II Preparation

CFA® Level I Weekly Review - Session A Thursdays

Thursday January 8 5:45 PM - Thursday May 7 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with NYSSA’s experienced CFA instructor Carl Crego, PhD, CFA. He will show you how to navigat...

CFA Level I Preparation, June CFA Level I Preparation

CFA® Level III Weekly Review – Session B Thursdays

Thursday January 15 5:45 PM - Thursday May 7 9:00 PM • Practising Law Institute

This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has more than 16 years of experience teaching ...

CFA Level III Preparation

CFA® Level II Weekly Review – Session B Wednesdays

Wednesday January 28 5:45 PM - Wednesday May 13 9:00 PM • NYSSA Conference Center

This course is taught by NYSSA’s lead CFA instructor Nathan Ronen, who has successfully passed the exam himself and has more than 16 years of experience teaching ...

CFA Level II Preparation

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

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

CFA® Level III Schweser Live Mock Exam

Saturday May 9 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level III Mock Exam, CFA Level III Preparation, Mock Exam

CFA® Level I Schweser Live Mock Exam

Saturday May 9 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level I Mock Exam, CFA Level I Preparation, June CFA Level I Preparation, Mock Exam

CFA® Level II Schweser Live Mock Exam

Saturday May 9 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level II Mock Exam, CFA Level II Preparation, Mock Exam

CFA® Level III Essay Writing Workshop

Sunday May 10 9:00 AM - 5:00 PM • NYSSA Conference Center

The CFA® Level III essays prevent many candidates from passing the exam and eventually receiving their Charter. Exclusive at NYSSA: CFA® Level III Ess...

CFA Level III Preparation, Problem Solving

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

Putting Investors First Viewing Party, a CFA Institute Initiative

Tuesday May 12 12:00 PM - 1:00 PM • NYSSA Conference Center

  Putting Investors First: Meeting the Investing and Communications Needs of the Next Generation of Clients Please join us at NYSSA to view CFA Institute’s liv...

Other Industry Events, Private Wealth Management, Programs for Members, Seminar

Remembering William Hayes

Tuesday May 12 6:00 PM - 8:00 PM • NYSSA Conference Center

Please join us to remember and celebrate the life of long-time NYSSA member William Hayes who passed away peacefully on March 18, 2015, aged 79.  A true gent...

Programs for Members, Seminar

Financial Reporting and Analysis Committee Meeting

Wednesday May 13 5:30 PM - 7:00 PM • NYSSA Conference Center

Please join the NYSSA’s Financial Reporting and Analysis Committee (FRAC) for a meeting on May 13, 2015 from 5:30 to 7:00 pm.All NYSSA interested members are invi...

Committee Meeting, Financial Reporting and Analysis, Programs for Members

Private Wealth Brazil Forum

Thursday May 14 9:00 AM - 5:00 PM • Renaissance Hotel

The Private Wealth Brazil Forum, organized by Latin Markets, is a Brazil focused international meeting for private bankers, UHNWIs, wealth managers, family busine...

Conference, Other Industry Events, Programs for Members

CFA® Level I 4-Day Boot Camp

Thursday May 14 9:00 AM - Sunday May 17 5:00 PM • NYSSA Conference Center

Are you ready for the exam? If there was a moment’s hesitation, you should take this Boot Camp. Whether you’ve taken a review course or studied on your ow...

Boot Camp, June CFA Level I Preparation

CFA® Level II 4-Day Boot Camp

Thursday May 14 9:00 AM - Sunday May 17 5:00 PM • NYSSA Conference Center

You’ve put in months of intensive studying—don’t let it go to waste. Right before the exam, take NYSSA’s 4-Day CFA Boot Camp. This comprehensive...

Boot Camp, CFA Level II Preparation

Macroeconomic Investing/Trading Strategies

Thursday May 14 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

CFA® Level I Problem Solving Workshop

Monday May 18 6:00 PM - Wednesday May 20 9:00 PM • NYSSA Conference Center

Knowing how to answer the Level I exam questions is imperative to your success on the exam. Carl Crego, PhD, CFA, will prepare you for the Level I exam.  In...

CFA Level I Preparation, June CFA Level I Preparation, Problem Solving

NYSSA Toastmasters

Monday May 18 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

Programs for Members, Toastmasters

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

CFA® Level III Schweser Live Mock Exam

Wednesday May 20 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level III Mock Exam, CFA Level III Preparation, Mock Exam

CFA® Level I Schweser Live Mock Exam

Wednesday May 20 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level I Mock Exam, CFA Level I Preparation, Mock Exam

CFA® Level II Schweser Live Mock Exam

Wednesday May 20 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level II Mock Exam, CFA Level II Preparation, Mock Exam

Alpha Seeking Females- In a Male Dominated World of Finance

Wednesday May 20 6:00 PM - 8:00 PM • NYSSA Conference Center

The event will present three very successful women and what it took them to achieve success and their accomplishments in the present financial world.They will discuss what ...

Programs for Members, Seminar

NYSSA Investment Strategy Roundtable®

Thursday May 21 6:00 PM - 7:30 PM • NYSSA Conference Center

The NYSSA Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone sovereign o...

Investment Strategy, NYSSA Investment Strategy Roundtable®, Programs for Members

CFA® Level III Essay Writing Workshop

Saturday May 23 9:00 AM - 5:00 PM • NYSSA Conference Center

The CFA® Level III essays prevent many candidates from passing the exam and eventually receiving their Charter. Exclusive at NYSSA: CFA® Level III E...

CFA Level III Preparation, Problem Solving

CFA® Level II Item Sets Workshop

Sunday May 24 9:00 AM - 5:00 PM • NYSSA Conference Center

Instructor Nathan Ronen is once again conducting an intensive one-day Item Sets workshop. From 9:00 a.m. to 5:00 p.m., he will be going over as many CFA-type pr...

CFA Level II Preparation, Problem Solving

CFA® Level I Schweser Live Mock Exam

Monday May 25 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level I Mock Exam, CFA Level I Preparation, Mock Exam

CFA® Level III Schweser Live Mock Exam

Monday May 25 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level III Mock Exam, CFA Level III Preparation, Mock Exam

CFA® Level II Schweser Live Mock Exam

Monday May 25 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level II Mock Exam, CFA Level II Preparation, Mock Exam

Research Analysts: Eliminate Psychological Biases from Your Stock Call WEBINAR

Wednesday May 27 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, Research Analysts

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

Wednesday May 27 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

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

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

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

Analysts have to present their ideas orally in a number of settings, notably the morning call (for sales) and directly to clients. This course focuses on how to succinc...

Professional Development, Programs for Members, Research Reports

FREE CFA® Level I Test Taking Strategy and Sample Class

Thursday May 28 6:00 PM - 8:00 PM • NYSSA Conference Center

See for yourself how a NYSSA review course can help you. Attend our free sample class to find out. Watch your instructor work through actual problems, give strate...

CFA Level I Preparation, December CFA Level I Preparation

CFA® Level II Schweser Live Mock Exam

Saturday May 30 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level II Mock Exam, CFA Level II Preparation, Mock Exam

CFA® Level I Schweser Live Mock Exam

Saturday May 30 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level I Mock Exam, CFA Level I Preparation, Mock Exam

CFA® Level III Schweser Live Mock Exam

Saturday May 30 8:00 AM - 4:00 PM • NYSSA Conference Center

To fully prepare you for exam day, the Schweser Mock Exam is as close to the actual CFA® exam in format, content, difficulty, and length as we can make it. It...

CFA Level III Mock Exam, CFA Level III Preparation, Mock Exam

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

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

Claritas Test Preparation Program

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 ...

Claritas, Professional Development

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

Tuesday June 2 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

NYSSA Toastmasters

Wednesday June 3 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

Programs for Members, Toastmasters

Private Equity Latin America Forum: New York

Monday June 8 9:00 AM - Tuesday June 9 5:00 PM • Harmonie Club

The 4th Annual Private Equity Latin America Forum is a meeting of the world’s largest international private equity managers and investors. The forum bring...

Conference, Other Industry Events, Programs for Members

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

Save the Date: 16th Annual Metals and Mining Conference

Tuesday June 9 8:30 AM - 12:45 PM • NYSSA Conference Center

Join our industry expert, Dr. Raymond Goldie, as he gives us an overview of how he perceives metal and mining companies will fare in 2015. Raymond Goldie, PhD, is the vice ...

Conference, Industry Conference, Metals & Mining, Programs for Members

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

Strategies for Exchange Traded Funds in Global Investing

Wednesday June 10 5:45 PM - 8:00 PM • NYSSA Conference Center

More than US $2 trillion of financial assets are managed through Exchange Traded Funds (“ETFs”). In this conference, managers, investors and market maker...

Conference, Global Investing, Programs for Members

NYSSA Career Chat™: How LinkedIn and Other Media Enhance our Network and Job Opportunities

Thursday June 11 6:00 PM - 8:00 PM • NYSSA Conference Center

You can build your network in five steps: Your LinkedIn network Personalize your invite People you may know Get your clients & prospects on LinkedI...

Career Development, NYSSA Career Chat™, Programs for Members, Seminar

Robo Advisors: A Threat and Opportunity for Smart Wealth Managers

Monday June 15 6:00 PM - 8:00 PM • NYSSA Conference Center

This program will explore how Robo Advisors are becoming increasingly relevant in the asset management industry, and the implications their growth has for traditional activ...

Conference, Private Wealth Management, Programs for Members

Private Wealth Mexico Forum

Tuesday June 16 9:00 AM - 5:00 PM • Four Seasons Mexico City

Mexico's leading Private Wealth Management Forum Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summits...

Conference, Other Industry Events, Programs for Members

NYSSA Toastmasters

Tuesday June 16 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

Programs for Members, Toastmasters

NYSSA Investment Strategy Roundtable®

Thursday June 18 6:00 PM - 7:30 PM • NYSSA Conference Center

The NYSSA Investment Strategy Roundtable® meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone sovereign o...

Investment Strategy, NYSSA Investment Strategy Roundtable®, 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

Build a fully integrated, scalable, REIT financial model including detailed build-up by internal growth, acquisitions, dispositions, and new development. Consolidate the va...

Professional Development, Programs for Members

FREE CFA® Orientation 2015

Tuesday June 23 6:00 PM - 8:00 PM • NYSSA Conference Center

Ease into the demanding CFA® testing process and learn what you can expect from the December 2015 exam. Receive an overview of the CFA Program curriculum, preparato...

CFA Level I Preparation, December CFA Level I Preparation, Orientation

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

FREE CFA® Level I Test Taking Strategy and Sample Class

Thursday June 25 6:00 PM - 8:00 PM • NYSSA Conference Center

See for yourself how a NYSSA review course can help you. Attend our free sample class to find out. Watch your instructor work through actual problems, give strate...

CFA Level I Preparation, December CFA Level I Preparation

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 of...

CAIA Level I Preparation, Professional Development

NYSSA Toastmasters

Tuesday July 14 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

Programs for Members, Toastmasters

CAIA Test Prep Level II

Wednesday July 15 6:30 PM - Wednesday September 2 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,instru...

CAIA Level II Preparation, Professional Development

FREE CFA® Level I Test Taking Strategy and Sample Class

Tuesday July 21 6:00 PM - 8:00 PM • NYSSA Conference Center

See for yourself how a NYSSA review course can help you. Attend our free sample class to find out. Watch your instructor work through actual problems, give strate...

CFA Level I Preparation, December CFA Level I Preparation

CFA® Level I Weekly Review - Session A Thursday

Thursday July 23 5:45 PM - Thursday November 5 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with NYSSA’s experienced CFA instructor O. Nathan Ronen CFA. He will show you how to navigate the dem...

CFA Level I Preparation, December CFA Level I Preparation

NYSSA Toastmasters

Thursday July 23 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Don’t present timid forecasts to CIOs or shy away from telling clients the hard trut...

Programs for Members, Toastmasters

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

Tuesday July 28 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

CFA® Level I Weekly Review - Session B Tuesday

Tuesday July 28 6:00 PM - Tuesday November 17 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with NYSSA’s experienced CFA instructor O. Nathan Ronen, CFA. He will show you how to navigate the de...

CFA Level I Preparation, December CFA Level I Preparation

Save the Date: NYSSA Market Forecast™: Investing In A Multi Speed World

Thursday August 6 11:30 AM - 2:00 PM • NYSSA Conference Center

As the US prepares to raise interest rates, as Europe embraces QE, as China's economy slows, and as Japan continues to battle deflation and stagnant growth, investors a...

NYSSA Market Forecast™, Programs for Members, Seminar

CFA® Level I Weekly Review - Session C Saturday

Saturday August 15 9:00 AM - 1:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with NYSSA’s experienced CFA instructor O. Nathan Ronen, CFA. He will show you how to navigate the de...

CFA Level I Preparation, December CFA Level I Preparation

FREE CFA® Level I Test Taking Strategy and Sample Class

Wednesday September 2 6:00 PM - 8:00 PM • NYSSA Conference Center

See for yourself how a NYSSA review course can help you. Attend our free sample class to find out. Watch your instructor work through actual problems, give strate...

CFA Level I Preparation, December CFA Level I Preparation

Save the Date: 25th Annual High Yield Bond Conference and Master Class

Wednesday September 9 8:00 AM - Thursday September 10 4:00 PM • NYSSA Conference Center

The 25th Anniversary NYSSA High Yield Conference will focus on looking ahead to the next year and beyond.  Presenters at the Master Class on September 9 will instruc...

Portfolio & Risk Management, Seminar

CFA® Level I Weekly Review - Session D Wednesdays/Mondays

Wednesday September 9 5:45 PM - Monday November 9 9:00 PM • NYSSA Conference Center

Increase your chances of passing the Level I exam with lead CFA instructor Nathan Ronen, CFA. Nathan Ronen has helped more than 20,000 candidates pass the CFA...

CFA Level I Preparation, December CFA Level I Preparation

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

CFA® Level I 6-Week Sunday Condensed Review

Sunday September 20 9:00 AM - Sunday November 1 5:00 PM • NYSSA Conference Center

Get thorough CFA instruction that works with your schedule. Take our 6-Week Sunday Condensed Review course. NYSSA’s experienced CFA instructor Carl Crego, PhD...

Condensed, December CFA Level I Preparation

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

Hedge Fund Americas Forum: New York

Thursday October 1 9:00 AM - Friday October 2 5:00 PM • Private Club

The Largest Hedge Fund Investor Forum in the Americas Latin Markets is the world’s leading provider of Latin America focused investment forums,regional s...

Conference, Other Industry Events, Programs for Members

Private Wealth Miami Forum

Tuesday October 20 9:00 AM - Wednesday October 21 5:00 PM • JW Marriott

LatAm’s leading event for Wealth Management Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summit...

Conference, Other Industry Events, 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

CFA® Level I 4-Day Boot Camp

Thursday November 12 9:00 AM - Sunday November 15 5:00 PM • NYSSA Conference Center

Are you ready for the exam? If there was a moment’s hesitation, you should take this Boot Camp. Whether you’ve taken a review course or studied on your own,...

Boot Camp, December CFA Level I Preparation

  
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