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Personal Finance Classes Coming up in New York
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.
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...
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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
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...
Equity Markets & 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...
CourseHorse Gift Card
The CourseHorse Gift Card can be used on any of the 70,000 classes on CourseHorse, comes in any denomination and never expires.
Social Security Retiring Planning
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”...
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...
Value Investing
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Columbia Business School
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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...
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
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...
Executive Development Program
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Columbia Business School
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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...
Empowering Women Through Personal Finance
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Brooklyn Plans
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Williamsburg
188 Woodpoint Road, 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
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
This class is geared toward women-identified folks, but all are welcome. Anyone holding student loan and/or credit card debt, struggling to build a savings account, or dealing with stagnant income would benefit from this class. Discussion topics will include: Demystifying Money Management Practice Exposure Important Soft Skills Taxes Document...
$25
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
Ageproof: Living Longer without Running Out of Money
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92nd Street Y
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Upper East Side
1395 Lexington Ave, New York, New York 10128
All the money in the world means nothing if we can’t get out of bed. And the healthiest body in the world won’t stay that way if we’re frazzled about six figures worth of debt. TODAY Show financial expert, Jean Chatzky, and the Cleveland Clinic’s chief wellness officer, Dr. Michael Roizen, explain the crucial connection between health...
$35
Fix My Finances
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Brooklyn Brainery
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Brooklyn
190 Underhill Ave Brooklyn, NY 11238, Brooklyn, New York 11238
Time to Fix Your Financial Life? Let's get started! I'm the financial planner behind the Yahoo! Finance series Fix My Finances. Each week, I work on a financial makeover for someone just like you who struggles with debt, saving, and making good money decisions. I'm going to share financial hacks and easy systems to overcome inertia and temptation....
$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...
$20