Attention FAE Customers: Please be aware that NASBA credits are awarded based on whether the events are webcast or in-person, as well as on the number of CPE credits. Please check the event registration page to see if NASBA credits are being awarded for the programs you select.
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FAE OP 1 – NYSSCPA-FAE Affiliation Agreement
FAE OP 2 – Bank Signature Authority
FAE OP 3 – Contract Approvals
FAE OP 4 – Investment Policy
FAE OP 5 – Information Retention Policy
All operations policies are downloadable in PDF format