Personal Finance Classes in NYC, New York

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....

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.

The Series 6 exam — the Investment Company and Variable Contracts Products Representative Qualification Examination (IR) — assesses the competency of an entry-level representative to perform his or her job as an investment company and variable contracts products representative. The exam measures the degree to which each candidate possesses the...

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...

The course covers a wide variety of topics within aviation management and transformation, but most importantly brings real-life, current case studies to attendees. Case studies only available from a trainer personally siting in the C-level of organizations such as: Hong Kong Express, VietJet Air, and Peach during critical transformation and scaling...

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...

The Series 27 exam—the Financial and Operations Principal Qualification Examination (FN)—assesses the competency of an entry-level financial and operations principal (FINOP) candidate to perform his or her job as a FINOP.  The exam measures the degree to which each candidate possesses the knowledge and understanding of the financial responsibilities,...

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...

Full Course Name: Enhanced Core Comprehensive: Financial Modeling and Corporate Valuation 5 Day Core Comprehensive Financial Modeling and Corporate Valuation course explores the modeling and valuation techniques commonly used by Wall Street firms. The proven curriculum provides practical application of the standards and methods that a practitioner...

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...

How to invest directly into early stage companies you really believe in. The goals of Angels 101 The goal of Angels 101 is that you become so versed and so comfortable with the language and mechanics of angel investing, that you can confidently approach any early stage founder whose company you really believe in, and secure yourself an investment...

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...

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....