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Personal Finance Classes New York

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Personal Finance Classes Coming up in New York

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...

Sunday Feb 25th, 2:30pm

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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...

$619

5 sessions

Saturday Mar 24th, 9:30am

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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...

$119

3 sessions

Tuesday Mar 20th, 5:15pm

Other dates (2)

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 May 16th, 6pm

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

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 Jun 19th, 8:30am

Other dates (2)

Enhanced Core Comprehensive: Financial Modelling

at Training The Street - Murray Hill
275 Madison Ave 40th 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 Jul 9th, 9am

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

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

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.

$619

10 sessions

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

Financial Vision Boarding

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

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 me in an interactive, visual craftsy finance class to build the foundation of your financial wellness on. Supplies will be prov...

$25

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

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...

$10

Saving for Retirement

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

This class is going to help you get clear about the tools you can use by unpacking the rules and jargon around: Employer-sponsored plans Individual arrangements Rollovers 401ks, 403bs and IRAs -- Oh My! There are so many tax-deferred vehicles to help you save for retirement it can get confusing knowing what's what. Join this class to understand...

$13
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