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Personal Finance Classes Coming up in New York
The Four Most Important Numbers For Your Money
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Brooklyn Brainery
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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...
Wealth Management
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.
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Personal Investments I
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...
Series 99: Professional Study Program
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Greico Financial Training Institute
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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...
Equity Markets and Portfolio Theory I
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...
Do What You Love: How To Start A Holistic Side Hustle
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Brooklyn Brainery
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Prospect Heights
190 Underhill Ave, Brooklyn, New York 11238
Want to make money off that passion project, side hustle, or brilliant idea? This workshop is for women who want to learn how to effectively monetize a project: craftspeople, designers, tech savvies, food or gadget inventors, health & wellness practitioners, multifaceted go-getters and women with a brilliant idea who don’t quite know where...
Finance and Accounting for the Nonfinancial Executive
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Columbia Business School
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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...
Value Investing
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Columbia Business School
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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...
Executive Development Program
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Columbia Business School
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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...
Women & Money
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Brooklyn Brainery
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Prospect Heights
190 Underhill Ave, Brooklyn, New York 11238
Women typically live longer and earn less than men for the same work. As a result, studies show that women will retire with only two-thirds of the savings that men have. In addition, women are less likely to be taught how to manage money growing up and more likely to rely on someone else to take care of the family finances....
$11
Empowering Women Through Personal Finance
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Brooklyn Plans
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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
Saving for Retirement
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Brooklyn Brainery
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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
Get Your $hit Together: Personal Finance for Women, 1.0
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Q.E.D.
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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...
$25
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ABCs of IRAs
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Brooklyn Brainery
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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
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Input Lofts (formerly WECREATE)
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Greenwich Village
58 E. 11th St. 8th Fl, New York, New York 10003
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 Kristen in an interactive, visual craftsy finance class to build the foundation of your financial wellness on. In this class...
$30