Personal Finance Classes New York

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Personal Finance Classes Coming up in New York

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...

Wednesday Jan 10th, 7pm

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...

Saturday Jan 20th, 9:30am

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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.

$614

10 sessions

Thursday Feb 1st, 6:15pm

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...

$614

10 sessions

Tuesday Jan 30th, 6:15pm

Other dates (2)

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 Jan 9th, 5:15pm

Other dates (3)

Equity Markets & Portfolio Theory I

at Baruch College - CAPS

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...

$614

10 sessions

Wednesday Jan 31st, 6:15pm

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

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...

$9,550

5 sessions

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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...

$7,500

3 sessions

Tuesday Jun 19th, 8:30am

Other dates (2)

Executive Development Program

at Columbia Business School - Palisades
334 Rte 9w, New York, New York 10964

The Program empowers you to take your management and leadership skills to the next level, with the tools and concepts required to successfully lead a team of leaders – combining just the right amount of direction, orchestration, and support.  Over two weeks, top Columbia Business School faculty offer a curriculum inspired by the School's world-renowned...

$26,350

13 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

What the 401(k)?!

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

If you feel overwhelmed, confused and frustrated by a little investment account known as the 401(k), you are so not alone! In this class we will demystify this cool employment retirement perk, go over how to decipher your investment options and get you ready to allocate your portfolio like what. You may walk in thinking "What the 401(k)?!" but you'll...

$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

The Four Most Important Numbers For Your Money

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

Getting a handle on your finances shouldn't be complicated or confusing. It boils down to four key numbers in these areas: Credit Savings Retirement Net Worth Whether you are just starting out and want to know what you should be doing or have been working on your finances but unsure you're on the right track, this class will help you understand...

$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