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Finance Training Boston

Discover a variety of finance classes in Boston that can help you take your career to the next level. Learn essential skills such as financial analysis, budgeting, and investment strategies, gaining the knowledge and confidence to excel in the world of finance.

1 class in-person in Boston has spots left, and 14 classes live online are available.

Financial Modeling Bootcamp

NYC Career Centers - Virtually Online

Master the art of financial modeling, corporate finance, and accounting principles with this intensive course. Build a comprehensive Discounted Cash Flow (DCF) model and gain advanced Excel skills to create accurate financial models quickly. Prepare for investment banking and financial analyst interviews with a financial model to showcase your skills.

Friday Jan 5th, 10am–5pm Eastern Time

 (3 sessions)

$995

3 sessions

AMA's Finance Workshop for Non-Financial Executives

American Management Association

Enhance your financial acumen and make more informed business decisions with AMA's comprehensive program that covers all the principles of corporate finance. Learn how to interpret financial statements, analyze financial ratios, and understand the workings of financial markets to increase shareholder value. This workshop is designed for non-financial executives seeking to gain a complete financial education.

Monday Dec 4th, 10am–6pm Eastern Time

 (4 sessions)

$2,995

4 sessions

Wise Finances (Virtual 6-Week Workshop)

Silvia Gonzalez @ Live Online

Transform your relationship with money and develop a richer, healthier attitude towards your finances in this unique workshop that combines financial literacy with mindful practices. Discover how to create a budget, incorporate mindful routines, and heal your relationship with money on a deeper level. Don't miss out on this opportunity to rediscover a new and empowered approach to your finances.

Saturday Jan 13th, 10am–12pm Eastern Time

 (6 sessions)

$450

6 sessions

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Explore Finance Private Group Events

Explore private group events and team building activities ranging from cooking to art, escape rooms, trivia, and more

Explore Finance Private Group Events
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Virtual Wise Finances Workshop – Routine

Silvia Gonzalez @ Live Online

Learn how to implement routines, cultivate stability, and reduce financial fear and anxiety in this unique workshop. Discover the power of mindfulness in managing your finances and healing your relationship with money on a deeper level. Don't miss out on this transformative experience!

Sunday Jan 28th, 10am–12pm Eastern Time

Virtual Wise Finances Workshop – Budgeting

Silvia Gonzalez @ Live Online

Transform your relationship with money and gain financial success. Discover the power of mindfulness in budgeting and learn practical strategies to monitor expenses and close the gap between your mental and actual budget. Join us for a transformative workshop on wise finances.

Sunday Dec 3rd, 10am–12pm Eastern Time

Virtual Wise Finances Workshop – Debt

Silvia Gonzalez @ Live Online

Learn how to understand and manage your debt, create a budget, explore debt relief strategies, increase your income, and practice mindfulness to ease your financial stress in this transformative workshop.

Sunday Jan 7th, 10am–12pm Eastern Time

Virtual Wise Finances Workshop – Financial Planning

Silvia Gonzalez @ Live Online

Transform your relationship with money and gain financial peace of mind with Wise Finances. Learn how to incorporate mindfulness into your finances, set short-term and long-term goals, create a financial plan, and design a budget for success. Join us for a transformative workshop that addresses both the mechanics of finances and the person behind them.

Sunday Dec 17th, 10am–12pm Eastern Time

Virtual Wise Finances Workshop – Rebuilding Credit

Silvia Gonzalez @ Live Online

Transform Your Relationship with Money and Rebuild Your Credit with the Wise Finances Workshop at Silvia Gonzalez. Discover mindful practices, FICO score components, credit report strategies, and budgeting techniques to achieve financial success. Take the first step towards a healthier financial future.

Sunday Feb 4th, 10am–12pm Eastern Time

Virtual Wise Finances Workshop - FICO Score

Silvia Gonzalez @ Live Online

Discover the power of your FICO score and how it can guide your financial journey. Learn why it matters, who uses it, and how to improve it. Uncover the secrets to financial success and find peace of mind in this transformative workshop.

Sunday Jan 14th, 10am–12pm Eastern Time

Virtual Wise Finances Workshop – Divorcing Financially

Silvia Gonzalez @ Live Online

Discover the key to achieving a peaceful divorce with the Virtual Wise Finances Workshop at Silvia Gonzalez. Learn how to detach financially from your partner, create a budget, and effectively communicate with your partner and lawyers. Gain the tools needed for a smooth transition and save on legal expenses.

Sunday Dec 10th, 10am–12pm Eastern Time

Financial Forecasting

American Management Association

Enhance your financial analysis skills and gain the ability to develop accurate and robust forecasts in this hands-on seminar. Join industry professionals in mastering the key components of forecasting and learn how to interpret and appraise forecasts effectively, regardless of the source. Take this opportunity to strengthen your forecasting abilities and gain valuable insights into your company's future.

Monday Dec 4th, 9am–5pm Eastern Time

 (3 sessions)

$2,695

3 sessions

Financial Modeling Bootcamp

NYIM Training - Virtually Online

Master the advanced Excel, financial modeling, corporate finance, and accounting skills you need to succeed as a financial analyst. Build a financial model to value a public company and learn industry best practices from experienced professionals. Prepare for a successful career in finance at NYIM Training.

Friday Jan 5th, 10am–5pm Eastern Time

 (3 sessions)

$995

3 sessions

Intro to Financial Accounting

Noble Desktop - Virtually Online

Learn how to analyze financial statements and reports in this hands-on course. Gain a better understanding of accounting concepts by examining the financial statements of well-known companies like Facebook, Amazon, and Apple. Develop the skills necessary to interpret financial metrics and ratios used by analysts.

Thursday Jan 11th, 10am–5pm Eastern Time

$325

Financial Modeling Bootcamp

Noble Desktop - Virtually Online

Master the art of financial modeling in this intensive course that will take you from beginner to advanced Excel skills while teaching you essential finance and accounting concepts. Create a comprehensive financial model for a real company and gain the knowledge and skills needed for success in the world of finance.

Friday Jan 5th, 10am–5pm Eastern Time

 (3 sessions)

$995

3 sessions

Financial Analyst Training Program

Noble Desktop - Virtually Online

Master the skills and knowledge needed to excel in the world of financial analysis with this comprehensive program. From core Excel skills to corporate finance and valuation, this training will equip you with the tools to succeed in top financial firms.

Wednesday Jan 3rd, 10am–5pm Eastern Time

 (5 sessions)

$1,295

5 sessions

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Best Finance Classes in Boston

There are various reasons why an individual may want to learn finance in Boston. The city is home to many prominent money managers and provides opportunities for internships, networking, and potential job placements. 

Top universities in Boston, like Harvard, MIT, and Boston University, boast strong finance programs. Individuals are presented with high-quality education and resources in finance-related fields. The city hosts many finance-related events, conferences, and seminars so individuals can network with professionals in the field. 

Boston is also close to other major financial centers like New York City. This makes it convenient for individuals to access financial job opportunities and events in other cities nearby. Learning finance in Boston allows individuals to kickstart their finance careers. 

Best Finance Classes & Schools in Boston

There are several finance-related classes for individuals in Boston, both in-person and live online. 

One school offering live online courses is NYC Career Centers. Career Center’s Financial Modeling Bootcamp provides three sessions for $995. Individuals learn to build financial models and learn corporate finance and accounting principles. Individuals ages 18 and older build a comprehensive Discounted Cash Flow model and dive into advanced Excel, learning essential functions for finance. The course allows free retakes within six months of enrollment. 

For those who prefer to learn in person, Quality and Productivity Solutions, Inc. offers PMI-Risk Management Professional. The class is located in Marlborough at 29 Lord Road, Ste 205 at Elm Street, and is geared toward individuals aged 18 and older. Individuals learn fundamentals, processes, tools, and techniques in risk management to prepare for the PMI Risk Management Professional Exam. The course measures individuals’ knowledge at every step with several practice exams and questions. 

Another school offering online courses is Noble Desktop. Noble’s Intro to Financial Accounting course is $325 and open to beginners. Individuals learn financial accounting fundamentals, income statement line items and financial metrics, balance sheets, cash flow statements, and how statements tie together. 

Boston Industries That Use Finance

Several major industries in Boston use finance, including financial services, higher education, healthcare and biotechnology, technology and innovation, and legal and compliance services. Education and health services make up the largest sector in the Boston-Cambridge-Nashua, MA-NH metro area. The area relies heavily on finance for various operations and is a major financial and economic hub.

There are several financial services companies in Boston, including banks, investment firms, asset management companies, and insurance providers. Several major financial institutions, like State Street Corporation, Fidelity Investments, and John Hancock, are in the city. 

Boston is also home to several world-class universities, such as Harvard, MIT, and Boston University, which manage substantial endowments requiring skilled financial management.

The technology industry is a thriving sector that contributes significantly to the city’s economy. This includes startups, research institutions, biotechnology and life sciences, healthcare and health-tech, AI and machine learning, cybersecurity, and many others. 

Finance Jobs & Salaries in Boston

Because Boston is such a significant financial hub in the U.S., several kinds of finance jobs are available. Individuals can find careers as an Investment Banking Analyst, Asset Manager, Financial Analyst, Private Equity Professional, or Commercial Banker. Salaries for these positions range from around $60,000 to $300,000+ annually. Top financial services companies in Boston include Capital One, BlueSnap, Forward Financing, and Stride Funding. 

Investment Banking Analysts make between $85,000 and $110,000 annually, and year-end bonuses often increase total compensation. They are responsible for conducting financial analysis, assisting in due diligence processes for mergers, helping senior bankers prepare pitch books to attract new clients, and building and updating complex economic models to support investment decisions. 

There are many asset management firms and investment companies in Boston. Asset Managers make between $60,000 and $300,000+ annually and manage various types of assets, like equities, fixed income, real estate, and alternative investments. They should have strong financial analysis skills and a deep understanding of financial markets. 

Commercial Bankers make between $50,000 and $200,000 annually. Larger and more prestigious financial institutions may offer higher salaries, and those specializing in certain industries may earn higher compensation. Commercial Bankers work with large and small businesses to provide banking and financial needs.

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