Personal Finance Classes NYC, New York

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Personal Finance Classes Coming up in New York

Wealth Management

at Baruch College - CAPS

Designed to help individual investors understand and evaluate the wealth management landscape.  Become educated on how to become a better consumer of financial products and services. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building.

$665

10 sessions

Monday Sep 24th, 6:15pm

Personal Investments I

at Baruch College - CAPS

Here is an introductory course for individuals who would like to enhance their knowledge and experience in order to make better investment decisions.  You will learn how to read financial pages and analyze the risks and rewards of investing. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington...

$665

10 sessions

Tuesday Sep 25th, 6:15pm

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Social Security Retiring Planning

at Bronx Community College - University Heights
2155 University Ave, Bronx, New York 10453

As you approach retirement, one of the biggest financial decisions you’ll need to make is when to begin receiving social security benefits. Should you begin receiving a smaller social security benefit early or should you opt to wait until full retirement age or even longer in order to receive a larger benefit? There’s no “one-size- fits-all”...

Wednesday Sep 26th, 6pm

Do What You Love: How To Start A Holistic Side Hustle

at Brooklyn Brainery - Prospect Heights
190 Underhill Ave, Brooklyn, New York 11238

Want to make money off that passion project, side hustle, or brilliant idea? This workshop is for women who want to learn how to effectively monetize a project: craftspeople, designers, tech savvies, food or gadget inventors, health & wellness practitioners, multifaceted go-getters and women with a brilliant idea who don’t quite know where...

Wednesday Aug 8th, 8:15pm

Equity Markets and Portfolio Theory I

at Baruch College - CAPS

This course is mandatory for students enrolled in the Finance Certificate programs.  Students will focus on the concepts of Modern Portfolio Theory and the Efficient Market Hypothesis. The course will also outline the basics of portfolio optimization and asset allocation. Students will review equity market valuation models; risk-reward dimensions...

$665

10 sessions

Wednesday Sep 26th, 6:15pm

Series 99: Professional Study Program

at Greico Financial Training Institute - Financial District
44 Wall St 12th FL, New York, New York 10005

The Series 99 Operations Professional Examination qualifies an individual associated with a FINRA member firm to be a back office supervisor.  The individuals required to take the exam are senior management over individuals responsible for “covered” functions, and any person who approves or authorizes the work of others in carrying out the...

$249

5 sessions

Tuesday Sep 11th, 5:15pm

Finance and Accounting for the Nonfinancial Executive

at Columbia Business School - Morningside Heights
3022 Broadway Uris Hall, New York, New York 10027

Participant Profile This course is designed for midlevel to senior-level executives with five or more years of experience in corporate or divisional roles who seek a deeper understanding of finance and accounting. The program is well suited for those in creative or technical fields and can also serve as a refresher for executives with some knowledge...

$9,550

5 sessions

Enhanced Core Comprehensive: Financial Modelling

at Training The Street - Murray Hill
275 Madison Ave 12th Fl, Ste 1201, New York, New York 10016

5 Day Core Comprehensive Financial Modeling and Corporate Valuation course explores the modeling and valuation techniques commonly used by Wall Street firms. The proven curriculum provides practical application of the standards and methods that a practitioner needs to be a top performer. Led by our team of experienced instructors, all of whom are...

$6,000

5 sessions

Monday Aug 20th, 9am

Value Investing

at Columbia Business School - Morningside Heights
3022 Broadway Uris Hall, New York, New York 10027

Participant Profile Value Investing is appropriate for executives at all levels who want to refine their understanding of value-based investing principles for professional and personal use. Admissions Qualifications Successful candidates should have managerial experience and responsibilities matching a program’s “Who Should Attend” or “Participant...

$7,500

3 sessions

Tuesday Dec 4th, 8:30am

Executive Development Program

at Columbia Business School - Palisades
334 Rte 9w, New York, New York 10964

Participant Profile The Executive Development Program is designed for mid- to upper-level executives across disciplines and industries who lead a functional, country, or unit role. The program is ideal for executives who seek to further their leadership development because they are on the path to a broader role that requires leading outside their areas...

$26,350

13 sessions

Women & Money

at Brooklyn Brainery - Prospect Heights
190 Underhill Ave, Brooklyn, New York 11238

Women typically live longer and earn less than men for the same work. As a result, studies show that women will retire with only two-thirds of the savings that men have. In addition, women are less likely to be taught how to manage money growing up and more likely to rely on someone else to take care of the family finances....

$11

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Empowering Women Through Personal Finance

at Brooklyn Plans - Williamsburg
188 Woodpoint Rd, Brooklyn, New York 11211

Join Brooklyn Plans for a mix & mingle happy hour and panel discussion with three women who are disrupting the finance space.  Hear these female innovators’ founder stories and learn about the new ways they are coming up with to help you to manage your finances more effectively. Make a new friend, have a drink and walk away with some hot...

$10

Get Your $hit Together: Personal Finance for Women, 1.0

at Q.E.D. - Astoria
27-16 23rd Ave, Astoria, New York 11105

We live longer, make less money, pay more for products and services, and are frequently asked to conduct unpaid labor. For the sake of our financial security, women must push back on these pervasive norms. Join us for a low-stress, relatable workshop where we will cut through the b.s. and provide practical advice and useful tips to help you secure...

$25

Couples & Money

at Brooklyn Brainery - Prospect Heights
190 Underhill Ave, Brooklyn, New York 11238

Whether you are already married, thinking about living together, dating or single,(and want to be prepared when that special someone walks into your life) this class will help you learn how to deal with delicate money matters without wreaking havoc on your love life. Money is a common cause of conflict in relationships. According to a Money magazine...

$10

ABCs of IRAs

at Brooklyn Brainery - Prospect Heights
190 Underhill Ave, Brooklyn, New York 11238

Juice up your retirement savings with by learning how to reap tax benefits and take advantage of long-term growth using Individual Retirement Accounts(IRAs). In this class, we'll cover:  the difference between a traditional IRA and a Roth IRA how to invest in a Roth IRA even if you are over the income limit what is a Rollover IRA when...

$11