The New York Society of Security Analysts
New York, NY, United States
http://www.nyssa.org/

Advanced Excel for Data Analysis

A skilled, top-notch financial analyst must be able to efficiently perform detailed data analysis. Acquire the advanced Excel tools that will streamline your process and conduct more in-depth analysis. Learn more efficient ways to apply commonly-used formulas; discover often over-looked Excel formulas; analyze data using functions such as pivot tables, vlook-up, subtotals, and regression analys......
 

Leveraged buyouts (LBOs) are among the most risky and complex financial transactions, and typically set the floor or minimum valuation. Building a full-blown, complex LBO model may not be necessary, however, to quickly gauge the feasibility of an LBO. Receive a condensed overview of LBO modeling that incorporates all the major inputs and value drivers of an LBO transaction including rationale a......
 

Learn the main tools and analyses that M&A investment bankers and acquirers utilize. Review due diligence and legal issues; common structural issues such as cash vs. stock upfront payments vs. earn-outs and stock vs. asset deals; and consequence analysis including detailed accretion/dilution and contribution. After examining case studies and techniques including back-of-the-envelope method and ......
 

Write research reports that get attention! Discover how to extract company information and organize your thoughts to get started quickly and spend less time writing. Become skilled at emphasizing key concepts and differentiating them from secondary ideas, eliminating unnecessary language, and using graphics to design your page. Improve language and readability while cutting down preparation tim......
 

Credit derivatives allow those with credit exposure—such as banks, insurance companies, finance companies, and mutual funds—to transfer default risk to others. The credit derivatives market has been growing at an exponential rate in size and product offerings. Are you keeping up to date on the current trends and products in this fast-paced market? Gain an overview of the markets, products, a......
 

Learn from industry experts how to create, launch, and operate a hedge fund in today’s competitive environment. This course details fund creation and operation as well as marketing and asset gathering. Receive a solid overview of hedge funds, starting with their creation in 1949 to the trends in the industry today. Then explore legal issues, tax implications, and trading/investment strateg......
 

Measuring and managing credit risk are among the major challenges for a lender. Credit analysis and risk management draw heavily on accounting, finance, derivatives, and quantitative methods. This course integrates financial statements analysis and different sources of risk that contribute to credit risk. Discover how the process of credit analysis works by evaluating financial ratios, cash flo......
 

If you are considering investing in commercial or private real estate or broadening your real estate portfolio for clients, you must know the major property types and understand investment cash flow analysis. Examine the calculations and measurements employed in quantitative real estate investment and income property analysis. Concepts covered include property level operating statements, capita......
 

Using the @RISK simulation “add-in,�learn to model various financial applications with Excel and run a Monte Carlo simulation to determine optimal procedures. This course is self-contained, and no knowledge of probability or simulation is assumed. Areas covered include option pricing, simulating a portfolio and finding the value-at-risk (VAR), evaluating an investment strategy in the stock mar......
 

Securitized assets comprise some of the largest and most important financial markets. Learn the basics of modeling and valuation of securitized products such as mortgage-backed, asset-backed, and collateralized debt obligations (CDOs). Review the cash flow distribution of mortgage-backed securities (MBS), collateralized mortgage obligation (CMOs), interest only and principal only (IO/PO) strips......
 

Have you ever wanted to invest in a distressed credit, inherited a distressed position from a previously performing portfolio, or been interested in the equity of firms emerging from bankruptcy? If so, this course will give you an essential overview of this specialized area of investing. When issuers become distressed and a reorganization process looms, a significant number of unique considerat......
 

Build a fully integrated financial statement projection model with income statement projections, self-balancing balance sheet, automated cash flow statement, and balancing cash flow sweep/debt schedule. Learn how to auto balance the model without plugs, integrate the model via interest, and control for circular references as well as best practices. Leave the classroom with a fully constructed m......
 

Learn how to model and project a top-down financial statement for valuation purposes or for analyzing mergers and acquisitions. You will receive a 10K (Annual Report) and a list of advanced Excel shortcuts. With a focus on incorporating your accounting knowledge into the mechanics of Excel, you will input publicly available information and learn various shortcuts to construct a five-year income......
 

Before you can crunch data and efficiently build models, you need to master the basics in Excel. Focus on the fundamental building blocks of Excel, which will prepare you to utilize more advanced techniques, leveraging Excel’s spectrum of features. Learn relevant financial formulas, proper navigation, formatting of files and worksheets, creating calculations in cells, and linking between tabs (......
 

How can you tell if a company is undervalued or overvalued? Is the current stock price the only measure of value? Why would one company command a higher or lower premium than its direct competitor? Go beyond the academic theory of financial ratios and apply fundamental analysis and real-world methods of evaluating a company’s intrinsic value. Review comparables, discounted cash-flow analysis, a......
 

Time series is historical data taken over equally spaced intervals to forecast the future. Which technique or model should you use? Which software is best? Gain an understanding of the different forecasting methodologies and specific techniques ranging from regression analysis to those of Brown, Holt, and Winters. In addition to discovering the pros and cons of each model, learn “goodness of fi......
 

NYSSA members pay discounted member rates: Online review course for CFA Charterholders from Securities Training Corporation (STC): Live-Online Certified Financial Planner�(CFP®) Examination Review for CFA® Charterholders Standard Cost (includes study materials): $1,350 NYSSA Member Rate (includes study materials): $1,150 Live & online review courses from Dearborn Financial/Kaplan: ......
 

The CFA® charter is known as the designation of professional excellence within the global investment community. Around the world, employers and investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis. The curriculum develops and reinforces a fundamental knowledge of investment princip......
 

NYSSA is hosting a mock CFA exam for members who are CFA Level I candidates to help them prepare and be more confident on exam day. The mock exam will be conducted in the same conditions as the actual December exam, using Boston Society of Security Analysts Level I Practice Exam & Answer Key. Two of NYSSA’s CFA instructors, O. Nathan Ronen, CFA, and Susan C. Lakatos, CFA, CFP, will be avai......
 

You will review theoretical concepts and develop your problem solving skills by working througha series of mock questions and answers. You will be able to understand the theory behind the calculations as well as their mathematics. Topics range across the CFA® curriculum, including the core areas of economics, quantitative methods, and financial statement analysis. ...
 

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