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Finance Training
NYC
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.
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Project Risk Management
Not just small businesses and organizations, but even the world’s biggest enterprises are not risk averse and lose millions of dollars due to poor risk management. It is estimated that over 70% of global projects fail due to time delays and budget overrun, causing severe loss to the organization and the global economy. One of the main reasons for these failures is the lack of Risk Management knowledge and implementation. Risk...
$799
Financial Model for Fundraising and Operations
In this class, we’ll talk about first steps in building a model, how to define the purpose/use of the model, and how to determine what business questions you’re trying to solve. The class will be hands-on and students will work in groups to build several different types of models, which we will review as a class. Models mean different things to different people, but they are basically a simplified representation of a system built to support...
How to Build a Financial Model to Support Business
In this class, we’ll talk about first steps in building a model, how to define the purpose/use of the model, and how to determine what business questions you’re trying to solve. Models mean different things to different people, but they are basically a simplified representation of a system built to support predictions and/or decision making. The class will be hands-on and students will work in groups to build several different types of models,...
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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
Investment Planning Series (Remote Live)
Brian Asher’s Investment Planning workshops—one of Westside Extension’s original offerings in 1995—are still immensely popular today. Since 1985, through all kinds of economic environments, Brian has empowered investors to make intelligent investment decisions, implement informed strategies, and manage risk. Increase the likelihood of a better financial future using common sense and independent thinking, and learn how to take advantage of...
Crowdfunding: How can I use it to launch my startup?
General Assembly @ 902 Broadway, New York, NY
Get an overview of the crowdfunding industry and the different types of platforms that are emerging. We’ll cover how to build a successful crowdfunding campaign and the best practices that go along with it, as well as the myths and facts associated with how campaigns work. Ready, set, raise. Crowdfunding is completely changing the world of entrepreneurship and the way startups can raise capital and bring their products to market. Takeaways:...
Future of Community Building
Learn to design communities that are connected, support their members, and are able to overcome barriers in the face of unknown challenges. Building a community has never been more difficult or imperative. How can we design inspiring, engaged communities, especially in the face of crises and barriers like social distancing? Join us for this interactive online panel about trends, challenges, and best practices in the art of building community. Learn...
Surviving Financially after Divorce, Separation or Loss
If you are divorced, recently separated, widowed, or simply want to know more about your financial situation this workshop is for you. For many people admitting that they know nothing about their financial situation after a loss is far too embarrassing and devastating. A new study found that people in relationships generally hide the details of their financial status from their partners. So when a person either divorce, separate or lose...
Preserving Family Assets from Estate Taxes & More
Bronxville Adult School @ Virtual Learning via Zoom
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 your home and other assets from future nursing home costs and how you can avoid giving extended...
$30
Retirement Income Planning
Bronxville Adult School @ Virtual Learning via Zoom
Retirement Income Planning: Planning for a Successful Retirement Retirement planning is a complex process, which has become of increasing importance due to the Covid-19 pandemic. With so many decisions to be made and factors to consider, you want to make the right decisions to reach your retirement goals. In this informative class, we will review the best options and strategies available during these unprecedented economic times that make up a...
$15
The End of Year Fundraising Campaign – Plan for Success
Don’t let EOY fundraising catch you unprepared. In this workshop we will discuss the fundamentals of building a successful end of year fundraising campaign. But even better than that – you will leave with a fundraising strategy and plan that will help you increase the money you raise at year-end.
The Road to the Ask – Create a Moves Management Plan
Creating relationships that reap big rewards takes time, energy, and a lot of thought and planning. In this workshop you will learn the fine art of asking for the big bucks and you will walk away with your very own donor management plan for up to five potential major donors.
Own Your Student Loans
Do you feel overwhelmed by your student loan debt and don’t know where to get started? Do you have exciting financial goals but don’t think your student loan debt will allow you to achieve them? Whether you’ve recently graduated and your grace period deadline is looming or you’ve been working and (in) consistently making that monthly payment, this hands-on workshop will help you explore and identify the best repayment option for your situation...
5th Annual International Investment Panel
Join us for a panel presentation featuring representatives from some of the largest international investment firms in North America. Speakers will discuss their investment portfolios and goals. This annual event will be of interest to valuers, brokers, asset managers and anyone with a broader interest in global real estate. Expect a lively discussion and an opportunity to network and explore new ideas. Agenda 5:30 p.m. - Doors open. Registration....
Intermediate
18 and older
Fundraising Unleashed: The Next Level
FUNDRAISING UNLEASHED: THE NEXT LEVEL. After applying the skills learned in Beyond Kickstarter to yourorganization or project, join Toby Bank sonce again to delve further into advanced strategies of fundraising. In this practical and collaborative seminar, Toby will address your specific experiences, concerns and questions, and arm you with the skills and solutions to reach your next-level fundraising and development goals. (Please Note: This class...
Advanced
18 and older
Money in Therapy with Kachina Myers
Kachina Myers is joining us once again, by special request, for a workshop aimed at helping clinicians understand money transactions in treatment. We will explore the dynamics of desire and envy as they get played out when setting, raising, and collecting fees and payments. Kachina's will inspire us with her unflappable commitment to facing head on the last taboo in psychotherapy. Even the most seasoned therapists often miss opportunities to give...
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...
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....
$399
Series 6 Evening Review
Greico Financial Training Institute
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 6 Course is a 20 hour course done in either a day intensive schedule or an evenings schedule. Once registered, students are allowed to attend ALL SERIES 6 courses for a year. TOPICS:...
Series 9/10 : Live Instruction
Greico Financial Training Institute
All training courses 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 32+ hour course. Once registered, students are allowed to attend All Series 9/10 courses for a year. TOPICS: MSRB Rules & Options Strategies Sales Supervision...
Financial Vision Boarding
Input Lofts (formerly WECREATE) @ 58 E. 11th St. 8th Fl, New York, 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 Kristen in an interactive, visual craftsy finance class to build the foundation of your financial wellness on. In this class you will: identify core values to build your plan on visualize your desired relationship with...
$20
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