CFA CHARTERED FINANCIAL ANALYST. Exam Preparation Courses DECEMBER 2011 EXAM. Prepare with a provider that has a track record of success.

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1 CFA CHARTERED FINANCIAL ANALYST Exam Preparation Courses DECEMBER 2011 EXAM Prepare with a provider that has a track record of success. NEW LOCATIONS ADDED! Queens College and Wall Street Area www. nyssa. org

2 TABLE OF CONTENTS The Exam The NYSSA Advantage What s Your Study Style? Study Strategy CFA Orientation and Sample Classes CFA Level I Orientation CFA Level I Free Sample Classes CFA Weekly Review Courses CFA Level I Weekly Review (Session A) CFA Level I Weekly Review (Session B) CFA Level I Weekly Review (Session C) New Location! NYSSA/Queens College Weekly Review (Session D) CFA Condensed and Intensive Review Courses New Location! NYSSA/Queens College Sunday Condensed Review CFA Level I 5-Week Saturday Condensed Review CFA Level I Schweser 3-Day Intensive Review Schweser Mock Exam Foundational Courses Financial Accounting Equity Analysis Financial Statement Analysis About the Instructors Special Offers and Discounts How to Register Become a NYSSA Member Calendar Registration Form Flap About NYSSA Established in 1937, The New York Society of Security Analysts (NYSSA) is a leading forum for the investment community. NYSSA s mission is to promote best practices and the highest professional and ethical standards in the industry. NYSSA is a not-for-profit industry organization that provides education and a venue for policymakers and practitioners to discuss the major issues that drive our industry and economy. With 10,000 members, NYSSA is the largest of the 135 societies of CFA Institute, which has more than 100,000 members globally.

3 THE EXAM During the day-long Level I multiple choice exam, you ll be tested on your comprehension of material which concentrates on investment tools. But don t be fooled. This first step in your pursuit of the CFA designation is filled with pitfalls. The pass rate for the December 2010 exam was only 36%. Turn to NYSSA s expert instructors to guide you. All CFA charterholders, they ve been through it themselves and can help you pass the exam the first time. You ll need to put in the study hours at least hours. NYSSA classes help you focus on what it takes to get a passing grade. The NYSSA Advantage NYSSA is the only New York area exam prep provider With 30 years of experience helping candidates like yourself pass the exam Aligned with CFA Institute as a local member society Where every NYSSA instructor for a review class is a CFA charterholder who imparts study tips and strategies Providing you with access to instructors after class hours With instructors who teach the concepts behind the content you re not just reading material, you re learning it Offering free study groups that provide motivation and business connections 2

4 WHAT S YOUR STUDY STYLE? PERCOLATOR: Studies over a period of time and lets the material sink in. Needs time between study sessions to process information. Memorizes and drills while walking, jogging or exercising. Go for the Weekly Review / Pages 5 7 WEEKEND CRAMMER: Too much going on Monday Friday. The only day left is Saturday and you re willing to put in the hours then. Go for the Condensed Review / Page 8 LASER BEAM: Time is running out before the exam and you need focus, focus, focus. You want your learning in concentrated doses. Go for the Schweser 3-Day Intensive Review / Page 9 Need to get up to speed? Go for Financial Accounting, Equity Analysis or Financial Statement Analysis / Page Study Strategy To help you focus your own studying and reading, consider starting with our weeknight live classroom review, then, closer to the exam date, supplement that with our Saturday Condensed Review or 3-Day Intensive Review. You may also want to join one of NYSSA s free study groups. Remember, you can get discounts on Kaplan Schweser study materials when you attend our classes. 3

5 Take us for a test drive! FREE CFA Level I Orientation 2011 Date: Thursday, July 21, 2011 Time: 6:00 p.m. 8:00 p.m. Location: NYSSA, 1540 Broadway, Suite 1010 (45th Street Entrance) Fee: Attendance is free to both members and nonmembers but advance registration is required. Meet the NYSSA instructors and learn what you can expect from the December 2011 exam at this free orientation. You ll get an overview of the CFA Program curriculum, NYSSA prep courses and study groups. Experts from CFA Institute will be on hand to answer your questions about the exam process. FREE OR CFA Level I Sample Class Date: Monday, August 1, 2011 Time: 6:00 p.m. 8:00 p.m. Instructor: Susan C. Lakatos, CFA, CFP Date: Wednesday, August 3, 2011 Time: 6:00 p.m. 8:00 p.m. Instructor: Andrew Spieler, PhD, CFA, FRM, CAIA Location: NYSSA, 1540 Broadway, Suite 1010 (45th Street Entrance) Fee: Attendance is free to both members and nonmembers but advance registration is required. How can a NYSSA review course help you? Attend our free sample class to find out. Watch your instructor work through actual problems, give strategic exam tips and answer your questions. Ready to start? 4

6 CFA WEEKLY REVIEW COURSES CFA Level I Weekly Review SESSION A: MONDAYS Dates: Mondays, August 8 November 14, 2011 (no class on September 5, 2011) Time: 5:45 p.m. 9:00 p.m. Instructor: Susan C. Lakatos, CFA, CFP Location: NYSSA, 1540 Broadway, Suite 1010 (45th Street Entrance) Tuition: Early registration through July 30 $1,150 Member / $1,375 Nonmember after July 30 $1,250 Member / $1,475 Nonmember Schweser s Complete Seminar Slide Workbook Vol. 1 and 2, a compilation of instructor slides, are included in your tuition. You will be working with the Schweser Essential Self-Study Package in class. Purchase it for only $350 a $249 savings! Details on page 10. SESSION B: WEDNESDAYS/THURSDAYS Dates: Wednesdays, September 7 November 16, 2011 (no class on September 28) Thursdays, September 22, October 6 and 27, and November 10 Time: 5:45 p.m. 9:00 p.m. Instructors: Ehsan Nikbakht, DBA, CFA, FRM, PRM Andrew Spieler, PhD, CFA, FRM, CAIA Location: NYSSA, 1540 Broadway, Suite 1010 (45th Street Entrance) Tuition: Early registration through August 20 $1,150 Member $1,375 Nonmember After August 20 $1,250 Member $1,475 Nonmember Schweser s Complete Seminar Slide Workbook Vol. 1 and 2, a compilation of instructor slides, are included in your tuition. You will be working with the Schweser Essential Self-Study Package in class. Purchase it for only $350 a $249 savings! Details on page 10. *Note: For four weeks of this session, you will be attending two classes during one week (September 21 and 22; October 5 and 6; October 26 and 27; and November 9 and 10). 5

7 Downtown Location! CFA Level I Weekly Review SESSION C: THURSDAYS Dates: Thursdays, August 11 November 17, 2011 (no class on September 29) Time: 5:45 p.m. 9:00 p.m. Instructors: Ehsan Nikbakht, DBA, CFA, FRM, PRM Andrew Spieler, PhD, CFA, FRM, CAIA Location: Kaplan Financial, 61 Broadway, Suite 700 Tuition: Early registration through July 30 $1,150 Member $1,375 Nonmember After July 30 $1,250 Member $1,475 Nonmember Schweser s Complete Seminar Slide Workbook Vol. 1 and 2, a compilation of instructor slides, are included in your tuition. You will be working with the Schweser Essential Self-Study Package in class. Purchase it for only $350 a $249 savings! Details on page 10. REGISTER FOR BOTH the CFA Weekly Review and Financial Statement Analysis (see page 12) and SAVE $100! What do you get with the Weekly or Condensed Review? AN EXCLUSIVE OFFER: Purchase the Schweser Essential Self-Study Package for only $350 a $249 savings! A 20% discount on other supplemental Schweser study products Access to three recorded classes from Schweser s Video Program in case you miss a live session s from your instructor on problems and materials worked on in class Free online Schweser mock exam 6

8 CFA WEEKLY REVIEW COURSES ( continued ) New Location! NYSSA/Queens College CFA Level I Weekly Review SESSION D: TUESDAYS/THURSDAYS Dates: September 13 November 17, 2011 (no class on September 29, October 4 and October 6) Time: 6:00 p.m. 9:00 p.m. Instructor: Ronald G. Quintero, CPA, CFA Location: Queens College, Kissena Blvd., Flushing, New York Fees: $1,000 for Queens College, CUNY Students $1,500 for Queens College, CUNY Alumni $1,425 NYSSA Member / $1,595 Nonmember Schweser s Complete Seminar Slide Workbook Vol. 1 and 2, a compilation of instructor slides, are included in your tuition. You will be working with the Schweser Essential Self-Study Package in class. Purchase it for only $350 a $249 savings! Details on page 10. Queens College, CUNY Students and Queens College, CUNY Alumni must fax the completed registration form to NYSSA s Education Department at (212) to register for the course. Classes are very informative Helped me save a lot of time in terms of planning and studying for exam. Ideal for someone who is working and has less time to prepare for CFA. Chandra Pasam The class was definitely a value added opportunity and I felt more comfortable with the material afterwards. Kristie E. Dimitriou This session has enhanced my understanding of the subject and exceeded my expectations in many ways. Instructor is thorough, articulate and very structured in his teaching. Sheela Ernale Instructor does a great job of making very heavy material seem light with personal examples and humor. He is always available to help during breaks and prior/after class. Michael Durso Provided a learning environment which focused on the main objectives, while addressing points outside the scope of objectives to deliver a strong understanding of topics. Raymond Engel 7

9 CFA CONDENSED AND INTENSIVE REVIEW COURSES New Location! NYSSA/Queens College Sunday Condensed Review Dates: Sundays, September 11 November 13, 2011 Time: 10:00 a.m. 4:00 p.m. Instructors: Ehsan Nikbakht, DBA, CFA, FRM, PRM Andrew Spieler, PhD, CFA, FRM, CAIA Location: Queens College, Kissena Blvd., Flushing, New York Fees: $1,000 for Queens College, CUNY Students $1,500 for Queens College, CUNY Alumni $1,425 NYSSA Member / $1,595 Nonmember Schweser s Complete Seminar Slide Workbook Vol. 1 and 2, a compilation of instructor slides, are included in your tuition. You will be working with the Schweser Essential Self-Study Package in class. Purchase it for only $350 a $249 savings! Details on page 10. Queens College, CUNY Students and Queens College, CUNY Alumni must fax the completed registration form to NYSSA s Education Department at (212) to register for the course. CFA Level I 5-Week Saturday Condensed Review Dates: Saturdays, September 24 October 29, 2011 (no class October 8, 2011) Time: 9:00 a.m. 4:00 p.m. Instructor: Andrew Spieler, PhD, CFA, FRM, CAIA Location: NYSSA,1540 Broadway, Suite 1010 (45th Street Entrance) Tuition: Early registration through September 6 $900 Member / $1,125 Nonmember after September 6 $1,000 Member / $1,225 Nonmember We know you re busy. That s why we created the 5-Week Condensed Review for those whose weeknight schedules are already full. You ll receive the same benefits as in the Weekly Review. You will be working with the Schweser Essential Self-Study Package in class. Purchase it for only $350 a $249 savings! Details on page 10. REGISTER FOR BOTH the CFA Condensed Review and Financial Statement Analysis (see page 12) and SAVE $100! 8

10 CFA CONDENSED AND INTENSIVE REVIEW COURSES ( continued ) CFA Level I Schweser 3-Day Intensive Review Dates: November 11 13, 2011 Times: Friday / 8:30 a.m. 5:00 p.m. Saturday / 8:30 a.m. 5:00 p.m. Sunday / 8:30 a.m. 4:30 p.m. Instructor: H. Kent Baker, PhD, CFA Location: NYSSA, 1540 Broadway, Suite 1010 (45th Street Entrance) Tuition: $675 Member / $775 Nonmember Bring your study efforts into focus with this weekend review from Schweser. An experienced instructor will guide you through the challenging CFA Program curriculum, provide important insights, and impart valuable exam tips and strategies. Schweser s enhanced technical presentation will hold your attention and improve your retention. The 2011 Schweser 3-Day Review Seminar Slide Workbook is included in the tuition for the Schweser 3-Day Intensive Review and will be handed out on the first day of class. Note: The Schweser Essential Self-Study Package cannot be sold at a discount with this course. Schweser Mock Exam The free Schweser Online Mock Exam is available in November 2011 through exam day. It follows CFA Institute exam weightings and matches the difficulty of the actual exam as closely as possible. The exam includes: 6-hour exam (two 3-hour sections) Answer key for self-grading Answer explanations and LOS page references online Online exam analysis by topic and score relative to others 9

11 Schweser Online CFA Prep Class 10 % off for NYSSA Members Experience the structure and focus of classroom instruction with this interactive webcast. Visit Discount Code: NYSSACFA Save on Course Materials for Weekly and Condensed Reviews! Purchase the Schweser Essential Self-Study Package for only $350 a savings of $249! The Schweser Essential Self-Study Package includes: Schweser Study Planner SchweserNotes Schweser s QuickSheet SchweserPro QBanK (Online + Download) Practice Exams, Vol.1 & Vol.2 InstructorLink Schweser Library (Partial Access) Exam-Tips Blog Instructor-Led Office Hours Searchable FAQs The Schweser Essential Self-Study Package will not be sold through NYSSA independent of the course. You will be working with the Schweser Essential Self-Study Package in class, so order when you register for either the Weekly Review or Saturday Condensed Review. Note: The Schweser Essential Self-Study Package offer does not apply to the 3-Day Intensive Review. 10

12 FOUNDATIONAL COURSES Financial Accounting Dates: Time: Tuesdays, October 4 October 25, 2011 (4 weeks) 6:00 p.m. 8:30 p.m. Instructor: Peter Olinto, CPA, JD Location: Tuition: NYSSA, 1540 Broadway, Suite 1010 (45th Street Entrance) $650 Member / $750 Nonmember If you have not taken a college accounting course, or need a refresher, taking NYSSA s Financial Accounting is a must. In this course, you will review: Fundamentals of accrual basis accounting Primary differences between US GAAP and IFRS Construction and analysis of the income statement, balance sheet and statements of cash flows Assessment of quality of earnings: Aggressive vs. conservative accounting methods and estimates: LIFO vs. FIFO, straight line vs. accelerated depreciation, operating vs. capital leases Off-balance-sheet financing techniques Ratio analysis of financial risk, operating risk, performance and growth potential Adjusting financial statements to facilitate asset valuation Equity Analysis Dates: Tuesdays, October 4 October 25, 2011 (4 weeks) Time: 6:00 p.m. 8:30 p.m. Instructor: Vinny Catalano Location: NYSSA, 1540 Broadway, Suite 1010 (45th Street Entrance) Tuition: $650 Member / $750 Nonmember Look into, through, and behind the financial results of selected high-growth and valueoriented companies to understand the principles of equity analysis. Equity Analysis is also an important component of the CFA Level I exam. In this course, you will: Understand the equity analysis process more by examining the financial results of selected publicly-traded companies Grasp the key principles of equity analysis (cash flows, growth and risk) Assess the context macroeconomic and geopolitical environment, competitive strategies, and industry analysis within which companies operate Note: This course requires the purchase of a textbook. Textbook information will be sent to you upon registration. 11

13 Financial Statement Analysis Date: Saturday, November 5, 2011 Time: 9:00 a.m. 5:00 p.m. Instructor: Andrew Spieler, PhD, CFA, FRM, CAIA Location: Tuition: NYSSA, 1540 Broadway, Suite 1010 (45th Street Entrance) $450 Member / $550 Nonmember Financial statement analysis represents the largest weighting on the CFA Level I exam, and is typically the most difficult area of the test for most candidates. Candidates are expected to understand not only how to construct financial statements but how to interpret and analytically adjust them for financial analysis (for both US GAAP and IFRS). In this course, you will review: Construction of cash flow statements, income statements, and balance sheets Capital and operating leases (and other off-balance-sheet liabilities) Deferred income tax assets and liabilities Accounting for long-term projects, impairment and goodwill Basic and diluted earnings per share Inventory valuation methods and revenue recognition Depreciation and amortization Calculation and integrated analysis of financial ratios Note: Bring a financial calculator (approved by CFA Institute) that you plan to use for the CFA exam. REGISTER FOR BOTH CFA Weekly Review or Condensed Reviews (see pages 5-8) and Financial Statement Analysis and SAVE $100! I particularly appreciated the way the instructor ties subject areas together, so you can see how they relate to each other. John Lauder A good comprehensive class that moved at a good pace. Justin Choi Provided a learning environment which focused on the main objectives, while addressing points outside the scope of objectives to deliver a strong understanding of topics. Raymond Engel 12

14 ABOUT THE INSTRUCTORS H. Kent Baker, PhD, CFA, is a university professor of finance at the Kogod School of Business at American University in Washington, DC. Baker has presented more than 700 training programs, including various CFA prep courses in the US and Europe. He has published more than 175 articles in academic and professional journals and has co-authored or edited several books, including Understanding Financial Management: A Practical Guide. Baker received his PhD from American University. Vinny Catalano is president and global investment strategist with Blue Marble Research and author of Sectors and Styles. A leading investment strategist, asset manager, and global economic and capital markets expert, he conducts numerous events with various CFA societies throughout the US, including the popular Market Forecast series. Catalano is a past president of NYSSA and a senior fellow at the Information Technology and Innovation Foundation. Susan C. Lakatos, CFA, CFP, has more than two decades of experience in finance, as both practitioner and trainer. Her background as a practitioner encompasses a variety of investment areas, including sell-side research, merchant/investment banking, private wealth, private equity and the hedge fund industry. She began her focus on financial training and instruction during her tenure as global director, securities at the NYIF. She earned an MBA from Columbia University and a BA in economics from Georgetown University. Ehsan Nikbakht, DBA, CFA, FRM, PRM, has more than 18 years of professional corporate training in capital markets, equity, fixed income, risk management and derivatives. He has trained more than 1000 CFA and FRM candidates. Nikbakht holds full professorship in finance at the Frank G. Zarb School of Business at Hofstra University. His research book on foreign loans received a Stessin Prize for Outstanding Scholarly Publication. Nikbakht received his doctoral degree in finance from George Washington University. Peter Olinto, CPA, JD, has taught CPA and CFA Exam Review courses for the past ten years. Previously he worked as an auditor for Deloitte & Touche, was a tax attorney for Ernst and Young, and later spent nearly ten years teaching law, accounting, financial statement analysis, and tax at both the graduate and undergraduate levels at Fordham University s business school. He earned his JD degree from Fordham University School of Law. Ronald G. Quintero, CPA, CFA, is a consultant and financial advisor who has conducted and overseen public and in-house seminars at locations around the world for more than 25 years. He is the author of more than 10,000 pages of proprietary training content. He is the founder of Chartered Capital Advisers and R. G. Quintero & Co. Quintero has an AB in economics and Spanish from Lafayette College, an MS in accountancy and an APC in investment management from NYU Stern School of Business. Andrew Spieler, PhD, CFA, FRM, CAIA, is associate professor of finance at the Frank G. Zarb School of Business at Hofstra University, where he was named Distinguished Teacher of the Year and Researcher of the Year. His teaching experience includes graduate and undergraduate courses in finance, economics, statistics, and executive education programs. He has extensive derivative and risk management experience and regularly consults with hedge funds, quantitative mutual funds, and law firms. 13

15 SPECIAL OFFERS AND DISCOUNTS NYSSA s Guarantee We are so confident that taking NYSSA s CFA exam review classes will help you pass the exam, that if you do not pass, we ll offer you free tuition* to retake the course. To qualify, you must attend at least 10 of 12 Weekly Review sessions or at least 4 of 5 Condensed Review sessions (starting with the prep classes for the June 2011 exam). Signin within the first 30 minutes of each class is also required. Fax or your official exam results to NYSSA when you re-register for the same type of NYSSA class that you took previously. CFA Study Groups NYSSA organizes study groups as a service to New York City area CFA candidates. Each study group consists of 5 15 people and a group leader. Study groups meet once a week to review course readings and concepts, helping candidates keep on schedule. Fellow group members help explain difficult problems and concepts. Being part of a group establishes a sense of camaraderie through what can otherwise be a difficult, stressful experience. To register for a study group, visit the CFA section of and click on Study Groups. CFA Scholarships In conjunction with CFA Institute, NYSSA may award up to five scholarships for the December exam. CFA Institute will waive registration fees for the exam (less an administrative fee) for scholarship recipients, and NYSSA will offer a complimentary enrollment in its CFA Weekly Review. To be considered for a scholarship award, you must submit a scholarship application and demonstrate financial need. Please visit the CFA section of and click on Scholarships for detailed information and an application. Discount Offers Try Us for 25% Off* If you don t pass the CFA Exam after taking another provider s prep class, we ll give you 25% off to try NYSSA. To qualify, you must fax or your official exam results to NYSSA when you register and provide proof of enrollment in another provider s CFA Exam prep course. Group Discounts Special rates are available for three or more people from one company who attend the same course. Please contact the Education Department for details at (646) or (646) or education@nyssa.org. Early Bird and Package Discounts Register by the early deadline and save $100 on the Weekly and Condensed reviews. Register for both the CFA Weekly Review or Condensed Review and Financial Statement Analysis and save $100! * Note: Separate materials fee may apply. This offer applies to those who took and did not pass the June 2011 exam and is subject to space availability. On-Site Classes NYSSA can bring programs to your work site. Call the Education Department at (646) or (646) , or education@nyssa.org for more information. 14

16 HOW TO REGISTER Registration Process To enroll in a course, register directly online at or download a registration form and fax it in along with your credit card number to (212) If you are paying by check, please mail the registration form along with your check to NYSSA Education, 1540 Broadway, Suite 1010, New York, NY Unfortunately, NYSSA cannot invoice your company or hold space for you if your registration form is received without payment. Class Locations ( Visit for detailed directions ) The New York Society of Security Analysts 1540 Broadway, Suite 1010 (45th Street Entrance) New York, NY (212) Queens College Kissena Blvd Flushing, New York FPO Kaplan Financial 61 Broadway, Suite 700 New York, NY Cancellations NYSSA reserves the right to cancel a course that does not meet the minimum enrollment. In the event a course is cancelled, 100% of your tuition will be refunded (less any cost of materials you may have already received). Please allow 30 days for your credit card refund to appear on your monthly statement. FPO Withdrawals/Refunds All requests for refunds and course transfers must be submitted in writing and dated. The date of the request will be the date it is received by NYSSA (or in the case of mail, the date of postmark). Requests may be faxed to (212) , ed to education@nyssa.org, or mailed to NYSSA Education, 1540 Broadway, Suite 1010, New York, NY Withdrawals from classes are subject to the following administrative and bank fees: 7 or more days prior to class: $100* Less than 7 days prior to class: $150* After first class session but before second class session: $200* After second class session: No refund 15

17 Class withdrawal refund policy Weekly Review Condensed Review 3-Day Intensive Review Full-Day Course 4-Evening Course 7 or more days prior to the class $100 $100 $100 $100 $100 Less than 7 days prior to the class $150 $150* $150* $150* $150* After first scheduled class, but before second class $200 No refund No refund No refund No refund After second scheduled class No refund No refund No refund No refund No refund *No refund if withdrawal is received less than 24 hours prior to the course. Materials Return Policy 2011 If you purchased the Schweser Essential Self-Study Package, you must return that package along with your original invoice within 14 days directly to Schweser. Return of the Schweser Essential Self-Study Package is subject to a $50 restocking fee. The materials must be returned in original packaging in like-new condition in order to be considered for a refund. Important: If you elect to keep the Schweser Essential Self-Study Package, the full retail value of $599 will apply. In addition to any cancellation fee, the $249 difference will be deducted from your refund. Security Passes Please bring a photo ID with you on the first day of class. For multiple-day courses, you will be issued a building pass. This pass must be presented each time you attend class or you will not be admitted into the training facility. There is a $25.00 fee for a one-time replacement pass. Your pass must be returned to NYSSA on the last day of class. Note: Any person attending NYSSA programs grants permission to NYSSA to use and publish his or her image or likeness in the form of photographs, video, audio, or any other recorded manner. For more information regarding administrative policies, complaints, or refunds, contact NYSSA at (646) or (646) , or education@nyssa.org. CFA Institute does not endorse, promote, review, or warrant the accuracy or quality of the products or services offered by NYSSA. CFA Institute, CFA, and Chartered Financial Analyst are trademarks owned by CFA Institute. 16

18 NYSSA MEMBERSHIP Become a NYSSA Member The difference between the member and nonmember rate is $225 the cost of a year of NYSSA membership. Apply for NYSSA membership while attending a CFA preparatory course and NYSSA will waive the $100 membership application fee. The offer expires on the last day of the course. Attach a copy of the course confirmation letter to your application form in order to qualify for the membership fee waiver. membership@nyssa.org for details. FPO For $225, you ll receive this and more: Save on course tuition Participate in free membersonly programs Access NYSSA s career resources and online directory of 10,000 members Networking and social events with key decision makers Member discounts on subscriptions, products, and services like Zipcar, Financial Times and FT.com Network with an elite group of investment professionals Participate in two of NYSSA s 13 committees to network and plan programs Access to Bloomberg, Capital IQ and Reuters terminals in NYSSA s Member Lounge You do not need to be a CFA charterholder to be a member of NYSSA. People seeking NYSSA membership who do not wish to obtain or are not yet eligible for a CFA charter may apply for an Associate membership. For more information about NYSSA membership, please visit 17

19 CFA EXAM PREPARATION COURSES 2011 CALENDAR JULY 2011 SUN MON TUE WED THU FRI SAT AUGUST 2011 SUN MON TUE WED THU FRI SAT SEPTEMBER 2011 SUN MON TUE WED THU FRI SAT Please visit fo

20 OCTOBER 2011 SUN MON TUE WED THU FRI SAT NOVEMBER 2011 SUN MON TUE WED THU FRI SAT DECEMBER 2011 SUN MON TUE WED THU FRI SAT CFA Level I Orientation CFA Sample Classes CFA Level I Weekly Review (Session A) CFA Level I Weekly Review (Session B) CFA Level I Weekly Review (Session C Downtown) CFA Level I Weekly Review (Session D Queens College) CFA Level I Condensed Review (Queens College) CFA Level I 5-Week Saturday Condensed Review CFA Level I Schweser 3-Day Intensive Review Equity Analysis Financial Accounting Financial Statement Analysis Exam Day r the most up-to-date information.

21 Online at REGISTRATION Sign up now and save! Fax completed registration form to (credit card orders only) Mail completed registration form to: NYSSA, 1540 Broadway, Suite 1010, New York, NY (check or credit card orders) Date Course Member Nonmember 7/21 Level I Orientation Free Free 8/1 CFA Level I Free Sample Class Free Free 8/3 CFA Level I Free Sample Class Free Free CFA Level I Weekly Review 8/8 11/14 Session A: Mondays Through July $1, $1,375 After July $1, $1,475 9/7 11/16 Session B: Weds/Thurs Through August $1, $1,375 After August $1, $1,475 8/11 11/17 Session C: Thurs Through July $1, $1,375 After July $1, $1,475 9/13 11/17 Session D: NYSSA/Queens College Weekly Review (Tues/Thurs) $1,000 / Queens College, CUNY Students.. $1,500 / Queens College, CUNY Alumni $1,425 / NYSSA Member $1,595 / Nonmember 9/11 11/13 NYSSA/Queens College Sunday Condensed Review $1,000 / Queens College, CUNY Students.. $1,500 / Queens College, CUNY Alumni $1,425 / NYSSA Member $1,595 / Nonmember 9/24 10/29 CFA Level I 5-Week Saturday Condensed Review Through September $ $1,125 After September $1, $1,225 Register for either the CFA Weekly Review or Condensed Review and get 50% off! 11/11 11/13 CFA Level I Schweser 3-Day Intensive Review $ $775 10/4 10/25 Equity Analysis $ $750 10/4 10/25 Financial Accounting $ $750 11/5 Financial Statement Analysis $ $550 Register for either the CFA Weekly Review or Condensed Review and Financial Statement Analysis and save $100! SAVE! Schweser Essential Self-Study Package (with Weekly or Condensed Registration only) $ $350 TOTAL $... $ Payment Information (Please print clearly) Name & Member ID # NYSSA Member Nonmember (Members of other CFA Institute local societies may register at member rate.) Society Name & Member ID # CFA Institute Candidate # Title Company Address City State Zip Daytime Phone ( ) Fax ( ) Address CARD # EXPIRATION DATE: Month Year Signature If billing address on credit card is different from above address, please provide the credit card billing address. Fax (credit card orders only): (212) Mail: NYSSA 1540 Broadway, Suite 1010 New York, NY

22 1540 Broadway, Suite 1010 New York, NY NEW LOCATIONS ADDED! Queens College and Wall Street Area Exam Preparation Courses DECEMBER 2011 EXAM