Personal Finance Classes in NYC, New York

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Personal Finance Classes Coming up in New York

10 classes have spots left

Personal Investments

at Baruch College - CAPS - Murray Hill 10010

This introductory course is for individuals who would like to enhance their knowledge and experience 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 Avenue building....

Tuesday Sep 17th, 6:15pm - 8:45pm

  (10 sessions)
$665

10 sessions

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.

Thursday Sep 19th, 6:15pm - 8:45pm

  (10 sessions)
$665

10 sessions

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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 Sep 18th, 6:15pm - 8:45pm

  (10 sessions)
$665

10 sessions

D - Series 27/28 : Live

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

The Series 27 exam—the Financial and Operations Principal Qualification Examination (FN)—assesses the competency of an entry-level financial and operations principal (FINOP) candidate to perform his or her job as a FINOP.  The exam measures the degree to which each candidate possesses the knowledge and understanding of the financial responsibilities,...

Monday Sep 9th, 9:30am - 1pm

  (5 sessions)
$739

5 sessions

D - Series 24 : Live

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

The Series 24 exam—the General Securities Principal Qualification Examination (GP)—assesses the competency of an entry-level general securities principal candidate to perform his or her job as a general securities principal. The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of...

Tuesday Sep 10th, 9:30am - 5pm

  (3 sessions)
$399

3 sessions

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Financial Planning 101

at Be Social Change - Chelsea 601 W 26th St Ste 325, New York, New York 10001

Over the past few decades, we have seen a shift in responsibility from the company to the employee with regards to your lifetime savings and income. At this stage, pensions are few and far between, replaced by widely under-utilized retirement plans, and the other areas of one’s financial plan goes largely incomplete simply due to lack of information....

Monday Sep 16th, 6:45pm - 9pm

Angels Investing 101

at Class Rebel - SoHo 52 Mercer St, New York, New York 10013

How to invest directly into early stage companies you really believe in. The goals of Angels 101 The goal of Angels 101 is that you become so versed and so comfortable with the language and mechanics of angel investing, that you can confidently approach any early stage founder whose company you really believe in, and secure yourself an investment...

Saturday Sep 14th, 10am - 4pm

  (2 sessions)
$249

2 sessions

Finance and Accounting for the Nonfinancial Executive™

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

In five days of hands-on, interactive sessions, Finance and Accounting for the Non-financial Executive provides you with a unique opportunity to deepen your expertise of finance and accounting for better management and decision-making capabilities. The program features sessions on the role of accounting, key concepts of managerial and financial...

Monday Sep 23rd, 8:30am - 5:30pm

  (5 sessions)
$9,550

5 sessions

Federal Income Tax Planning and Compliance Update

at Baruch College - CAPS - Murray Hill 10010

FEDERAL INCOME TAX PLANNING AND COMPLIANCE UPDATE: SEMINAR #2 EXECUTIVE PROGRAMS ZICKLIN SCHOOL OF BUSINESS, IN PARTNERSHIP WITH THE DIVISION OF CONTINUING AND PROFESSIONAL STUDIES The Executive Taxation Series is offered by the Zicklin School of Business in partnership with the Division of Continuing Professional and Professional Studies at Baruch...

Wednesday Oct 16th, 8:30am - 4:30pm

Value Investing™

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

Based on the Ben Graham or Warren Buffett approach to allocating capital, this exclusive program will teach the frameworks and processes of investing that some of the most successful investors in the world employ to manage and preserve capital. You will learn to use quantitative valuation techniques, such as arbitrage, asset-based approaches and the...

Tuesday Dec 3rd, 8:30am - 5:30pm

  (3 sessions)
$7,500

3 sessions

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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....

Monday Jun 24th, 8:30pm - 10pm

Divorce Money Matters

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

About 40% of first marriages in the U.S. end in divorce. The impact of divorce can be devastating -- both emotionally and financially. From choosing a settlement approach to determining how marital assets are divided, the process is complex and can be overwhelming. Without proper planning, divorce can undermine your finances for a lifetime. This class...

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

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

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
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