Personal Finance Classes in NYC, New York

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.

This course is required to earn the following designations: RPA, CEBS This course provides strategic insights into today’s most pressing challenges that accompany the sponsoring of defined contribution plans in a volatile, global world. From the outset, the course seeks to impart the fundamentals of investment management that should be mastered...

This workshop is perfect for professionals looking to move to the next level in their career. Build a professional brand story and learn what makes a sellable profile. Whether you are looking to move up, pivot your focus, or find the right next role, build a professional story that helps you stand out. You’ll learn and apply best practices to enhance...

Preserving Family Assets from Estate Taxes, Nursing Home Costs and More Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect...

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...

Personal finance is complicated. If you’re a recent college grad or a young professional trying to plan for your future, this workshop will get you started on the right path to managing your finances. Beginning with the importance of personal finance, you’ll learn a framework for thinking about your personal future and gain an overview and explanation...

This course has been developed to educate participants on responsible personal financial management and will also discuss investments. Participants will be empowered with the necessary knowledge that will set them firmly on the path to financial independence. The following topics be covered: Equities (Stocks) Fixed Income (Bonds) Mutual Funds...

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...

Join us at General Assembly for the kick-off of The 30-Day Money Cleanse book tour.  Ashley (a.k.a. the Fiscal Femme) will take everyone through her favorite fun and effective tips for tackling your finances (without giving up the things you love). She'll also be answering your burning money questions. All attendees will receive a copy of Ashley's...

This course offers a practical approach to financial issues. Emphasis is on financial challenges likely encountered by the average person and provides insight on strategic methods seldom shared in great detail about the concept of finances, while at the same time explaining in practical terms. Using my S.U.S.T.A.I.N Method™, you will learn traditional...