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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

Financial Vision Boarding

Brooklyn Plans @ 188 Woodpoint Rd, Brooklyn, NY

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 provided.

(2) All levels 18 and older
No upcoming schedules

D - Series 7 Top Off: Live Traditional

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

The Series 7 exam — the General Securities Representative Qualification Examination (GS) — assesses the competency of an entry-level registered representative to perform his or her job as a general securities representative. The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities,...

(1) All levels 18 and older
No upcoming schedules
$299.99

5 sessions

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Series 9/10: Gold Package

Greico Financial Training Institute

Class 32+ hours (Live or Online)  Textbook (900 pg.) with Print Exams and Finals (2,000+ Q's) Instructor Help Line. 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, engaging, and entertaining instruction techniques geared towards maximum retention and understanding of concepts and information. The Series 9/10 Course is a...

(1) All levels 18 and older
No upcoming schedules
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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 9/10 : 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. Glossary of terms...

(1) All levels 18 and older
No upcoming schedules
$799

2 sessions

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A - Series 24 : Platinum Package

Greico Financial Training Institute

The Series 24 exam—the General Securities Principal Qualification Examination (GP)—assesses the competency of an entry-level general securities principal candidate to perform his or her job as a general securities principal. The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of a general securities principal, including the rules and statutory provisions applicable to the supervisory...

(1) All levels 18 and older
No upcoming schedules

A - Series 7 Top Off: 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. 800 pages, glossary...

(1) All levels 18 and older
No upcoming schedules
$449.99

5 sessions

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A - Series 66: Platinum Package

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

The Series 66 exam — the NASAA Uniform Combined State Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA. The exam consists of 100 scored questions. Candidates have 150 minutes to complete the exam. In order for a candidate to pass the Series 66 Exam, he/she must correctly answer at least 73 of the 100 scored questions. The Greico In-Class Experience is unique in that it is engineered...

(1) All levels 18 and older
No upcoming schedules
$429
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Series 7 Evening Review

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

All training courses have been 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 7 Course is a 32 hour course done in either a 4-day intensive schedule or two evenings a week for 5 weeks. Once registered, students are allowed to attend ALL SERIES 7 courses for a year....

(1) All levels 18 and older
No upcoming schedules
$399
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D - Series 24 : Live

Greico Financial Training Institute

The Series 24 exam—the General Securities Principal Qualification Examination (GP)—assesses the competency of an entry-level general securities principal candidate to perform his or her job as a general securities principal. The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of a general securities principal, including the rules and statutory provisions applicable to the supervisory...

(1) All levels 18 and older
No upcoming schedules

Get Your $hit Together: Personal Finance for Women, 1.0

Q.E.D. @ 27-16 23rd Ave, Astoria, NY

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 a more stable and flexible financial future. Our aim to remove the fear and helplessness surrounding...

(252) All levels 18 and older
No upcoming schedules

Series 6: University Gold Training Program

Greico Financial Training Institute

Product Description Live Traditional Class (20+)  with Complimentary  access to online On-Demand Class ($129 value) Greico University Question Bank On-Demand Workshops Online Quick Guide Instructor Help Line Class Topics: Day 1: Equities,  Investment Companies Customer Accounts Retirement Options Day 2: Bonds Day 3: Bonds and Taxes Live In-Person Class at a Greico Training Center Over 20+ hours of platinum quality...

(1) All levels 18 and older
No upcoming schedules

D - Series 66

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

The Series 66 exam — the NASAA Uniform Combined State Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA. The exam consists of 100 scored questions. Candidates have 150 minutes to complete the exam. In order for a candidate to pass the Series 66 Exam, he/she must correctly answer at least 73 of the 100 scored questions. What to expect in this class Max 20 Seats in a Class on a first...

(1) All levels 18 and older
No upcoming schedules
$269
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How to Understand and Analyze Financial Statements

American Management Association

Size Up the Financial Health of Any Company in Minutes It is critical that every manager understands the financial side their business. This webinar offers simple yet detailed explanations of the financial statements: balance sheet, income statement, cash flow and more. You will learn how to analyze and interpret them to assess the profitability, liquidity, efficiency and leverage of your company or even your competitors. Featuring an In-depth...

(5) All levels 21 and older
No upcoming schedules

Get Financially Savvy: How to Manage Your Money

General Assembly @ Online Class
, New York, NY

This workshop will be hosted online (Livestream) due to safety considerations, please check out the "Preparation" section on the bottom of this page. Registered participants will be notified in advance of this program with information on how to log in to the workshop. There is little to no financial education or information around money in our education system. It isn’t until we start earning we ask questions such as: What is money? How to save?...

(2637) All levels 18 and older

Introduction to Financial Planning

Wagner College Lifelong Learning

Whether you are just entering the workforce as a young college graduate or are close to retirement, this course will help you understand and plan for your financial future. In this first session, Mr. Macri will introduce basic finance topics including: the financial planning process and how you can begin to plan now for the future, budgeting and how to read your account statements, debt and loan amortization, and building your financial portfolio....

(5) All levels 18 and older
No upcoming schedules

Series 7: Complete Instruction By Topic

Greico Financial Training Institute

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, engaging, and entertaining instruction techniques geared towards maximum retention and understanding of concepts and information. You can buy only the portion of our Series 7 Class that you need. Each topic is divided up into two nights of instruction. Current Schedules: Equity &...

(1) All levels 18 and older
No upcoming schedules

Asset Protection, Taxation and Distribution

Wagner College Lifelong Learning @ 1 Campus Rd, Staten Island, NY

Planning for your retirement now can lead to peace of mind when that day finally arrives. Mr. Macri can guide you in this second session, where he will discuss retirement income streams that can include: employer retirement plan distributions, IRA consolidation and distributions, and life insurance and annuities. He will also discuss ways to protect your estate and investments, the advantages of establishing trusts, legal issues related to the administration...

(5) All levels 18 and older
No upcoming schedules

Delivery Brunchwork

brunchwork

In business, it's not enough to have the best ideas. You have to compel your target audience to buy into your vision through highly effective communication. We'll cover: piquing curiosity and capturing attention, demonstrating expertise, utilizing storytelling to make messages memorable. There will be plenty of time to strategize about your specific needs. And, there's brunch.

(8) All levels 21 and older
No upcoming schedules

Superconnector Brunchwork

brunchwork

You're invited to brunchwork with Thrive Global Head of Business Development Dan Katz. Enjoy an intimate conversation with Dan... and curated connections over a healthy meal.

(8) All levels 21 and older
No upcoming schedules

Savvy Social Security for Boomers

Bronxville Adult School @ 177 Pondfield Rd, Bronxville, NY

Whether you're one, five or more years from retirement...single, divorced, or a couple...Social Security represents a key element of your financial plan. Understanding when and how to take your benefits will impact the maximum benefit you are entitled to, and affect your total retirement income strategy.  This class reviews the best options and strategies for couples and singles, addressing issues of timing, health, work status and more. It...

(20) All levels 18 and older
No upcoming schedules
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