Personal Finance Classes in NYC, New York

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Personal Finance Classes Coming up in New York

10 classes have spots left

Preserving Family Assets from Estate Taxes & More

at Bronxville Adult School - Bronxville 177 Pondfield Rd, Bronxville, New York 10708

Preserving Family Assets from Estate Taxes, Nursing Home Costs and More Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect...

Monday Apr 29th, 7pm - 8:30pm

Personal Investments I

at Baruch College - CAPS - Murray Hill 10010

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...

Saturday Jun 1st, 9:30am - 3:30pm

  (5 sessions)
$665

5 sessions

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Wealth Management

at Baruch College - CAPS - Murray Hill 10010

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.

Monday Jun 3rd, 6:15pm - 8:45pm

  (10 sessions)
$665

10 sessions

A - Series 4: Platinum Package

at Greico Financial Training Institute - Financial District 14 Wall St 20th FL, New York, New York 10005

Class (Live or Online)  Textbook (1,000 pg.) with Print Exams and Finals (1,800+ Q's) Greico Online Question Bank (680+ Q's) Diagnostic Exam  Instructor Help Line Topic: Day 1: Options Strategies and Rules Day 2: Sales Supervision Day 3: Customer Accounts All training courses at Greico Financial Training have been Greico...

Thursday Mar 28th, 9:30am - 5pm

  (2 sessions)
$599

2 sessions

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...

Monday Apr 8th, 8:30am - 5:30pm

  (5 sessions)
$9,550

5 sessions

Equity Markets and Portfolio Theory I

at Baruch College - CAPS - Murray Hill 10010

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...

Wednesday Jun 5th, 6:15pm - 8:45pm

  (10 sessions)
$665

10 sessions

Series 9/10 : Platinum Package

at Greico Financial Training Institute - Financial District 14 Wall St 20th FL, New York, New York 10005

Product Description Class 32+ hours (Live or Online)  Textbook (900 pg.) with Print Exams and Finals (2,000+ Q's) Greico Online Question Bank (2,000+ Q's) Quick Guide Diagnostic Exam Set Instructor Help Line All training courses at Greico Financial Training have been Greico Engineered to appeal to all learning styles (Audio, Visual,...

Monday Apr 15th, 9:30am - 5pm

  (3 sessions)
$799

3 sessions

A - Series 7: Platinum Package

at Greico Financial Training Institute - Financial District 14 Wall St 20th FL, New York, New York 10005

All training courses at Greico Financial Training have been Greico Engineered to appeal to all learning styles (Audio, Visual, Tactile). By using a very playful, engaging, and entertaining instruction techniques geared towards maximum retention and understanding of concepts and information. The Series 7 Course is a 36 hour course done in either a 5-dayintensive...

Monday Apr 22nd, 5:15pm - 8:45pm

  (5 sessions)
$449.99

5 sessions

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Value Investing

at Columbia Business School - Midtown East 730 3rd Ave, New York, New York 10017

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...

Tuesday Jun 4th, 8:30am - 5:30pm

  (3 sessions)
$7,500

3 sessions

Enhanced Core Comprehensive: Financial Modeling

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

Full Course Name: Enhanced Core Comprehensive: Financial Modeling and Corporate Valuation 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...

Tuesday Jul 9th, 9am - 5pm

  (5 sessions)
$6,000

5 sessions

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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...

No Upcoming Schedules
$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...

No Upcoming Schedules
$10

Detox Your Finances with the Fiscal Femme

at General Assembly - Flatiron 902 Broadway 4th Fl, New York, New York 10010

Join us at General Assembly for the kick-off of The 30-Day Money Cleanse book tour.  Ashley (a.k.a. the Fiscal Femme) will take everyone through her favorite fun and effective tips for tackling your finances (without giving up the things you love). She'll also be answering your burning money questions. All attendees will receive a copy of Ashley's...

No Upcoming Schedules
$18

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...

No Upcoming Schedules
$10

Financial Vision Boarding

at Input Lofts (formerly WECREATE) - Greenwich Village 58 E. 11th St. 8th Fl, New York, New York 10003

It can be intimidating looking at spreadsheets, numbers and pie charts. Let's start the year off thinking more big picture - about our desired goals and relationship with finances and chart a visual map to get there. Join Kristen in an interactive, visual craftsy finance class to build the foundation of your financial wellness on.  In this class...

No Upcoming Schedules
$20
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