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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 Jan 28th, 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 Jan 30th, 6:15pm - 8:45pm

  (10 sessions)
$665

10 sessions

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RPA 2: Directing Retirement Plans Part 2

at Baruch College - CAPS - Murray Hill 10010

This course is required to earn the following designations: RPA, CEBS This course provides strategic insights into today’s most pressing challenges that accompany the sponsoring of defined contribution plans in a volatile, global world. From the outset, the course seeks to impart the fundamentals of investment management that should be mastered...

Thursday Jan 30th, 6:15pm - 6:45pm

  (10 sessions)
$679

10 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 Jan 29th, 6:15pm - 8:45pm

  (11 sessions)
$665

11 sessions

D - Series 7 Top Off: Live Traditional

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

The Series 7 exam — the General Securities Representative Qualification Examination (GS) — assesses the competency of an entry-level registered representative to perform his or her job as a general securities representative. The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of...

Thursday Feb 6th, 4:30pm - 8:30pm

  (4 sessions)
$299.99

4 sessions

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D - Series 66

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

The Series 66 exam — the NASAA Uniform Combined State Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA. The exam consists of 100 scored questions. Candidates have 150 minutes to complete the exam. In order for a candidate to pass the Series 66 Exam, he/she must correctly answer at least...

Thursday Feb 20th, 3:30pm - 8:30pm

  (3 sessions)
$269

3 sessions

Angel Investing 101

at Class Rebel - Midtown 115 W 45th St 7th Fl, New York, New York 10036

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...

Monday Jan 27th, 6pm - 9pm

  (4 sessions)
$249

4 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...

Wednesday Mar 4th, 4pm - 8pm

  (3 sessions)
$399

3 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 Mar 30th, 8:30am - 5:30pm

  (5 sessions)
$9,550

5 sessions

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...

Monday May 4th, 8:30am - 5:30pm

  (3 sessions)
$7,500

3 sessions

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Couples & Money

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

Money is a common cause of conflict in relationships. According to a Money magazine survey, couples argue more about money than sex. But financial issues don't have to kill Cupid. This class will focus on: Whether to merge your money How to deal with debt What to do when one's a saver and the other is a spender Ways to talk about money in a relationship...

No upcoming schedules
$11

Creating a New Money Mindset

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

Does money confuse you, make you feel guilty, or stress you out? Do you feel like you never have money for the things you really want to do? Break free of your old money habits this year and take a more mindful approach to how you spend so you can really live the life you want. This class will: help you identify your highest priorities and...

No upcoming schedules
$11

The Four Most Important Numbers For Your Money

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

We count calories and check our body mass to reduce our weight and get healthy, measure our success as students in terms of SAT scores and GPAs, and keep track of our favorite sports teams by number of wins and other metrics. Getting a handle on your finances can be as easy as understanding benchmarks and numbers as well. It boils down to four...

No upcoming schedules
$12

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
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