Personal Finance Classes in NYC, New York

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Personal Finance Classes Coming up in New York

6 classes have spots left

Personal Investments

This class is temporarily being offered remotely.

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 May 19th, 6:15pm - 8:45pm

  (10 sessions)
$665

10 sessions

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Wealth Management

This class is temporarily being offered remotely.

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 May 21st, 6:15pm - 8:45pm

  (10 sessions)
$665

10 sessions

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RPA 2: Directing Retirement Plans Part 2

This class is temporarily being offered remotely.

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 May 21st, 6:15pm - 8:45pm

  (10 sessions)
$679

10 sessions

Equity Markets and Portfolio Theory I

This class is temporarily being offered remotely.

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 May 20th, 6:15pm - 8:45pm

  (10 sessions)
$665

10 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 21st, 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 Dec 14th, 8:30am - 5:30pm

  (3 sessions)
$7,500

3 sessions

60 personal finance classes that have ended
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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

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

Preserving Family Assets from Estate Taxes & More

at Bronxville Adult School - Bronxville 177 Pondfield Rd, Bronxville, New York 10708

Preserving Family Assets from Estate Taxes, Nursing Home Costs and More Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect...

Monday May 11th, 7pm - 8:30pm

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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

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...

No upcoming schedules
$13

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

How to Keep More of What You Earn

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

Juice up your retirement savings and reap the tax benefits of Individual Retirement Accounts (IRAs) In this class, we'll cover: the difference between a traditional IRA and a Roth IRA and eligibility for contributionswhat is a Rollover IRAself-employed retirement savings vehicles such as simple and SEP IRAs and solo 401ksJuice up your...

No upcoming schedules
$12

Capital Gains: Personal Finance Workshop

at General Assembly - Flatiron 10 E 21st St 4th Fl, New York, New York 10010

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...

No upcoming schedules
$55

Personal Finance and Investing

at York College CPE - Jamaica 94 - 20 Guy R. Brewer Blvd, Jamaica, Jamaica, New York 11451

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...

No upcoming schedules
$199

4 sessions

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