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Finance Training NYC

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Discover a wide range of finance classes in NYC that will help you master the art of managing money, analyzing investments, and making smart financial decisions. Gain practical skills and knowledge to advance your career or improve your personal finances.

16 classes have spots left

A - Series 4: Platinum Package

Greico Financial Training Institute @ 14 Wall St, New York, NY

Our premium platinum plus learning package includes our engineered live instruction, revolutionary multimedia online on-demand class, comprehensive textbook along with our completely customizable question bank, giving students the tools they need to succeed TEXTBOOK: The most up-to-date and professionally written textbook in the marketplace today. Easy to read, in-depth, comprehensive with section questions and chapter quizzes. 430 pages, glossary...

(1) All levels 18 and older
No upcoming schedules
$599

3 sessions

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Financial Analysis

American Management Association @ 1601 Broadway, New York, NY

Increasing the value of a company is a primary goal for management. This seminar establishes a fundamental but simple financial statement template for displaying that the company is being managed to produce increasing value. You will also learn how to evaluate past performance and plan for future investments: capital projects and acquisitions. Who Should Attend This seminar is dedicated to helping managers of for-profit companies succeed. If you...

(5) All levels 21 and older
No upcoming schedules
$2,695

3 sessions

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AMA's Comprehensive Budgeting Workshop

American Management Association @ 1601 Broadway, New York, NY

Learn the key strategies and tools needed to develop and present accurate operating budgets aligned with business goals in AMA's Comprehensive Budgeting Workshop. Gain insights and skills to effectively use budgets as a blueprint for success in your organization.

(5) All levels 21 and older
No upcoming schedules
$2,595

2 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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A - Series 65: Platinum Package

Greico Financial Training Institute @ 14 Wall St, New York, NY

The Series 65 exam — the NASAA Investment Advisers Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA. The exam consists of 130 scored questions. Candidates have 180 minutes to complete the exam. In order for a candidate to pass the Series 65 exam, he/she must correctly answer at least 94 of the 130 scored questions. The Greico In-Class Experience is unique in that it is engineered...

(1) All levels 18 and older
No upcoming schedules
$429

3 sessions

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Advanced Financial Forecasting and Modeling Workshop

American Management Association @ 1601 Broadway, New York, NY

Master the art of building powerful financial models, analyze results with advanced techniques, and effectively communicate key data to decision-makers. Take your forecasting skills to the next level with this immersive workshop.

(5) Advanced 21 and older
No upcoming schedules
$2,695

2 sessions

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A - Series 99 : Platinum Package

Greico Financial Training Institute @ 14 Wall St, New York, NY

Our premium platinum plus learning package includes our engineered live instruction, revolutionary multi-media online on-demand class, comprehensive textbook along with our completely customizable question bank, giving students the tools they need to succeed. Textbook The most up-to-date and professionally written textbook in the marketplace today. Easy to read, in-depth, comprehensive with section questions and chapter quizzes. 300+ pages, glossary...

(1) All levels 18 and older
No upcoming schedules
$399

5 sessions

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Debt and Money: an Introduction

Brooklyn Institute for Social Research @ 275 Madison Ave, New York, NY

This class is the study of a seemingly new financial and monetary age—one in which lending and borrowing, performed on an immense scale, play a central and driving role in national and international economic and political affairs. We’ll attempt to understand the workings of debt in its multiple dimensions–as a substitute for rising wages; as capital and a means of production; as a requirement for government spending; as a means of social and...

(29) All levels 21 and older
No upcoming schedules
$315

4 sessions

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D - Series 4 : Live Traditional

Greico Financial Training Institute @ 14 Wall St, New York, NY

All training courses 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 4 Course is a 21+ hour course. Once registered, students are allowed to attend All Series 4 courses for a year. The Greico In-Class Experience is unique in that it is engineered...

(1) All levels 18 and older
No upcoming schedules
$399

2 sessions

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Capital Gains: Personal Finance Workshop

General Assembly @ 10 E 21st St, New York, NY

Personal finance is complicated. If you’re a recent college grad or a young professional trying to plan for your future, this workshop will get you started on the right path to managing your finances. Beginning with the importance of personal finance, you’ll learn a framework for thinking about your personal future and gain an overview and explanation of common financial tools including 401k, stocks, bonds, real estate, etc. You’ll also get...

(2637) All levels 18 and older

Series 63: Uniform State Law Examination

Greico Financial Training Institute @ 14 Wall St, New York, NY

The Series 63 is designed to qualify candidates as securities agents. The examination covers the principles of state securities regulation reflected in the Uniform Securities Act. The exam consists of 60 multiple choice questions; 1 hour and 15 minutes testing time. Product Description 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,...

(1) All levels 18 and older
No upcoming schedules
$250
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D - Series 65: LIve

Greico Financial Training Institute @ 14 Wall St, New York, NY

The Series 65 exam — the NASAA Investment Advisers Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA. The exam consists of 130 scored questions. Candidates have 180 minutes to complete the exam. In order for a candidate to pass the Series 65 exam, he/she must correctly answer at least 94 of the 130 scored questions. For additional information about this exam, including the content...

(1) All levels 18 and older
No upcoming schedules
$269
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Series 99: Professional Study Program

Greico Financial Training Institute @ 14 Wall St, New York, NY

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 covered functions. The exam consists of 100 multiple choice questions ; 2.5 hours testing time. Important...

(1) All levels 18 and older
No upcoming schedules
$249

4 sessions

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D - SIE: Live Class

Greico Financial Training Institute @ 14 Wall St, New York, NY

The Greico In-Class Experience is unique in that it is engineered to appeal to all learning styles (Audio, Visual, and Tactile) especially for the newer generations who need higher levels of stimulation and the older generations who need the curriculum presented in the context of a story. All our courses and programs are created for maximum retention and learning efficiency, resulting in better exam performance. All our courses and programs are...

(1) All levels 18 and older
No upcoming schedules
$199.99

4 sessions

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Series 6: Live Instructor

Greico Financial Training Institute @ 14 Wall St, New York, NY

The Series 6 exam — the Investment Company and Variable Contracts Products Representative Qualification Examination (IR) — assesses the competency of an entry-level representative to perform his or her job as an investment company and variable contracts products representative. The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of an investment company and variable contract products...

(1) All levels 18 and older
No upcoming schedules
$199

4 sessions

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D - Series 63: Live

Greico Financial Training Institute @ 14 Wall St, New York, NY

The Series 63 exam — the Uniform Securities State Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA. The exam consists of 60 scored questions. Candidates have 75 minutes to complete the exam. In order for a candidate to pass the Series 63 exam, he/she must correctly answer at least 43 of the 60 scored questions. The Greico In-Class Experience is unique in that it is engineered to...

(1) All levels 18 and older
No upcoming schedules
$169.99
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A - Series 63: Platinum Package

Greico Financial Training Institute @ 14 Wall St, New York, NY

The Series 63 exam — the Uniform Securities State Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA. The exam consists of 60 scored questions. Candidates have 75 minutes to complete the exam. In order for a candidate to pass the Series 63 exam, he/she must correctly answer at least 43 of the 60 scored questions. The Greico In-Class Experience is unique in that it is engineered to...

(1) All levels 18 and older
No upcoming schedules
$174.99
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Crash Course on Covering Economics, Finance & Business

Newmark Graduate School of Journalism @ 219 W 40th St, New York, NY

The United States is approaching the lowest jobless rate in almost a decade, the Federal Reserve Rate is mired in a quagmire over whether to raise interest rates, Republicans want to cut taxes for the rich and Democrats want to do something about inequality in the country. Meanwhile, the stock markets plunges and recovers, and companies like Apple see their profits soar and their stocks follow suit while an upstart called Uber is worth more than...

(64) Beginner 18 and older
No upcoming schedules
$99

3 sessions

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Personal Finance and Investing

York College CPE @ 94 - 20 Guy R. Brewer Blvd, Jamaica, Jamaica, NY

This course has been developed to educate participants on responsible personal financial management and will also discuss investments. Participants will be empowered with the necessary knowledge that will set them firmly on the path to financial independence. The following topics be covered: Equities (Stocks) Fixed Income (Bonds) Mutual Funds ETF's Real Estate Investments Taxation By the end of this course, students will have a fundamental...

(64) Beginner 18 and older
No upcoming schedules
$199

4 sessions

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Indie Producing 101: Strategies for Financing

Made in NY Media Center by IFP @ 30 John St, Brooklyn, NY

How do you keep your financing models current? Where do you begin? How do you stay afloat? This deep dive into US and international film financing aims to demystify the process. In this class, we will talk raising funds, packaging, streaming, and using and recouping investments in content. From what it means to package a film and specifically identify the various methods used by today's filmmakers in structuring and raising financing to actionable...

(33) All levels 18 and older
No upcoming schedules
$150
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