Finance Training San Francisco

Discover a wide range of finance classes in San Francisco that will boost your professional skills and help you excel in the world of business. Learn everything from budgeting and financial analysis to investment strategies, and gain the knowledge and confidence to make sound financial decisions for your career success.

2 classes in-person in San Francisco have spots left, and 13 classes live online are available.

Financial Modeling Bootcamp

NYC Career Centers - Virtually Online

Build a financial model and learn corporate finance and accounting principles. By the end of this course, you'll have a comprehensive Discounted Cash Flow (DCF) model to add to your portfolio. You'll have a fundamental knowledge of corporate finance and accounting concepts. Finally, your advanced Microsoft Excel skills will aid you in building financial models quickly and accurately. Master Financial Modeling  Build a comprehensive DCF (Discounted...

Wednesday Oct 25th, 10am–5pm Eastern Time

 (3 sessions)


3 sessions

Fundamentals of Finance and Accounting for Non-Financial Managers

American Management Association @ 780 Mission St, San Francisco, CA 94103

Fundamentals of Finance and Accounting for Non-Financial Managers Can you demonstrate your value and ROI to your boss? Are you able to interpret financial reports and make decisions based on the data they provide? Can you draft an accurate budget? Can you justify your ideas in dollars and cents? You didn’t get to this point in your career only to be held back by weak financial skills. This program for non-financial...

Monday Oct 23rd, 9am–4:30pm Pacific Time

 (2 sessions)


2 sessions

Intro to Financial Accounting

Noble Desktop - Virtually Online

Learn how to analyze financial statements and reports. Master financial accounting fundamentals such as accrual accounting, the three main financial statements, and the metrics and ratios analysts use. This course is taught using hands-on exercises from financial statements of well-known companies. We'll go through real-life examples, by walking through actual 10-K's to gain a better understanding of how the accounting concepts learned in this...

Thursday Nov 2nd, 10am–5pm Eastern Time


AMA's Finance Workshop for Non-Financial Executives

American Management Association

Get a complete financial education in just four days. . .and be prepared to make more powerful, informed business decisions. From understanding the essence of cash flow to learning how to create value on a corporate level, this comprehensive program covers all the principles of corporate finance. Through the effective use of actual case studies and annual reports of major U.S. public companies, you’ll come away better equipped to speak and interact...

Monday Nov 13th, 9am–5pm Eastern Time

 (4 sessions)


4 sessions

Wise Finances (Virtual 6-Week Workshop)

Silvia Gonzalez @ Live Online

Rediscover a new relationship with your finances. Wise Finances is designed to facilitate you in becoming aware of what changes need to be implemented, so you can transform your relationship with money. In actively and honestly participating in the exercises, you discover your ability to change what is not working and develop a much richer and healthier attitude towards your finances. Throughout the six weeks: Learn different topics to enhance...

Saturday Oct 28th, 10am–12pm Eastern Time

 (6 sessions)


6 sessions

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Virtual Wise Finances Workshop – Debt

Silvia Gonzalez @ Live Online

This workshop focuses on: Understanding the different kinds of debt The importance of a budgeting while paying down debt Deciding which debt relief strategy is best for you Ways to increase income to reduce your debt What does mindfulness mean regarding your finances Incorporating mindful practices to ease your mind when habitual triggers rise What makes this method different from other financial methods is that it addresses the person,...

Sunday Oct 29th, 10am–12pm Eastern Time

Virtual Wise Finances Workshop – Routine

Silvia Gonzalez @ Live Online

This workshop focuses on: Implementing routine to achieve financial success Elevating financial management while reducing fear and anxiety Establishing structure and cultivating stability Creating a budget to help monitor expenses What does mindfulness mean regarding your finances Incorporating mindful practices to ease your mind when habitual triggers rise What makes this method different from other financial methods is that it addresses...

Sunday Nov 12th, 10am–12pm Eastern Time

Virtual Wise Finances Workshop – Budgeting

Silvia Gonzalez @ Live Online

Wise Finances is designed to facilitate you in becoming aware of what changes need to be implemented, so you can transform your relationship with money.   This workshop focuses on: What does mindfulness mean regarding your finances Incorporating mindful practices to ease your mind when habitual triggers rise Understanding the importance of creating and maintaining a budget How monitoring expenses helps you spend your money wisely Closing...

Sunday Dec 3rd, 10am–12pm Eastern Time

Virtual Wise Finances Workshop – Financial Planning

Silvia Gonzalez @ Live Online

Wise Finances is designed to facilitate you in becoming aware of what changes need to be implemented, so you can transform your relationship with money.   This workshop focuses on: What does mindfulness mean regarding your finances Incorporating mindful practices to ease your mind when habitual triggers rise Understanding the importance of establishing short-term and long-term goals Designing a financial plan, so you can achieve your...

Sunday Oct 15th, 10am–12pm Eastern Time

Virtual Wise Finances Workshop – Rebuilding Credit

Silvia Gonzalez @ Live Online

Wise Finances is designed to facilitate you in becoming aware of what changes need to be implemented, so you can transform your relationship with money. This workshop focuses on: Incorporating mindful practices to ease your mind when habitual triggers rise Understanding the components of your FICO score Learning why your FICO score is important Who uses a FICO score and how it affects your life How to address derogatory marks on your credit...

Sunday Nov 26th, 10am–12pm Eastern Time

Virtual Wise Finances Workshop - FICO Score

Silvia Gonzalez @ Live Online

This workshop focuses on: Using your FICO score as a compass for your financial plan Learning why your FICO score is important Who uses a FICO score and how it affects your life What key factors impact your FICO score How to improve your score What to do if your identity has been compromised Creating a budget to help you achieve financial success Incorporating mindful practices to ease your mind when habitual triggers rise What makes...

Sunday Nov 5th, 10am–12pm Eastern Time

Virtual Wise Finances Workshop – Divorcing Financially

Silvia Gonzalez @ Live Online

Divorcing financially is achievable with the right tools. The key is being emotionally stable, informed, and prepared. Discover how to take care of yourself and your emotions, so you can effectively communicate with your partner and lawyers Learn the steps needed to detach financially from your partner Create a budget and start your financial plan A peaceful divorce contributes to an easier transition for your family and less money spent on lawyers...

Sunday Oct 8th, 10am–12pm Eastern Time

Financial Forecasting

American Management Association

Strengthen your forecasting skills to analyze financial data and develop robust forecasts. Who Should Attend: Any financial professional who needs to create, maintain and improve the forecasting process at their company, as well as professionals in any function who must interpret, analyze and make decisions based on forecasts created by others. In this hands-on seminar, you’ll delve into the critical components of forecasting and build forecasts...

Monday Dec 4th, 9am–5pm Eastern Time

 (3 sessions)


3 sessions

Financial Modeling Bootcamp

NYIM Training - Virtually Online

Master the skills you need to succeed as a financial analyst. This bootcamp will cover advanced Excel for finance, corporate finance and accounting principles, and financial analysis and valuation. Master the advanced Excel, financial modeling, corporate finance, and accounting skills you need to succeed as a financial analyst. Build a financial model to value a public company, and learn industry best practices from experienced investment bankers...

Wednesday Oct 25th, 10am–5pm Eastern Time

 (3 sessions)


3 sessions

Financial Modeling Bootcamp

Noble Desktop - Virtually Online

Learn essential finance & accounting concepts while building a comprehensive discounted cash flow (DCF) model in Excel. In this 3-day intensive financial modeling class, you’ll go from beginner to advanced in Excel skillset; learn Finance, Accounting, and Corporate Valuation; and build a comprehensive Financial Model on a real company. This course has a Prerequisite: Prior financial experience is helpful, but not required. Those without...

Wednesday Oct 25th, 10am–5pm Eastern Time

 (3 sessions)


3 sessions

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Best Finance Classes in San Francisco

The field of finance is involved with managing an individual’s, company’s, or agency’s monetary assets. This broad field includes tasks like monitoring investments, savings, lending, borrowing, or budgeting. Finance professionals often assist with risk management, investment banking, and stockbroking. The finance sector has three primary subcategories, and most finance professionals focus on one. Personal finance entails managing a person’s or family’s money to offer strategies that help them reach monetary goals for their future needs. Corporate finance involves overseeing a company’s finances. This is done to increase profits while managing risks. Public finance is devoted to managing the finances of a government entity. This subcategory can involve tasks that affect how the government funds the public services it offers and may include taxing, spending, or budgeting. Those with a finance background can pursue various career options, such as investment banking, financial advising, and accounting. If you live in San Francisco and are interested in learning more about finance, enrolling in a course is a great way to explore this in-demand field.

Best Finance Classes & Schools in San Francisco 

If you’re committed to learning the basics of finance or taking your finance skills further, you can search for finance classes in San Francisco to find the one that’s the best match for your professional and learning needs. 

Wall Street Prep - Financial & Valuation Modeling Bootcamp

Corporate finance professionals who want to learn investment banking and equity research skills can do so in Wall Street Prep’s Financial & Valuation Modeling Bootcamp. This program prepares students to work with fundamental finance skills and concepts, such as financial modeling, DCF, valuation, and M&A. The valuation and financial models participants create during this bootcamp are designed to have real-world applications for financial endeavors. Day one of instruction provides learners with the skills needed to create a three-statement model from scratch, work with assumptions and historical data, and incorporate suitable projection drivers. The second day of this program focuses on the basics of DCF modeling. Those enrolled explore how to value a company by employing a step-by-step process. On the third day, participants are taught how to work in Excel to create a merger model that reflects the pro forma ramifications of various acquisition scenarios.

Bootcamp tuition ranges from $1,699-$1,899, depending on enrollment date. It takes three full days of coursework to complete the program. This course is taught in the live online format. Students should have Excel proficiency equivalent to Wall Street Prep’s Excel Crash Course as a prerequisite to study. In addition to live online training, students can access post-seminar resources, such as online courses, once they graduate. Course content includes LBO Modeling, Comps Modeling, M&A Modeling, DCF Modeling, and Financial Statement Modeling. Tuition also includes ongoing network opportunities that provide an opportunity for graduates to connect with professionals who work in industries like FP&A and investment banking, as well as other MBAs. All graduates also have access to Wall Street Prep’s webinar series and continuing education online training platform.

Investment Banking Institute - Financial Modeling and Valuation

Financial Modeling and Valuation teaches various modeling techniques and valuing methodologies used on Wall Street. During this class, participants learn how to create discounted cash flow models, perform comparable company analyses, and learn how to analyze SEC filings to extract important information. Those enrolled create a three-statement model that ties in a cash flow statement, income statement, and balance sheet. Instruction is provided on how to create a back-of-the-envelope accretion dilution model, a leveraged buyout model, and a full-blown merger model. 

This intermediate-level class takes 20 hours to complete. Instruction is provided in person in San Francisco and live online. In addition to hands-on, live coursework, participants in this program also receive help in creating a marketable resume and preparing for the sorts of technical questions that may be asked during the interview process. Supplemental class videos are included with tuition. This training is intended to provide students with fluency in finance and prepare them for a career in investment banking or other finance-related roles. Those interested in enrolling should contact the provider to learn about the cost of study.

Silvia Gonzalez - Wise Finances (Virtual 6-Week Workshop)

In Wise Finances, students begin the process of transforming their relationship with money. Through a combination of live online coursework and hands-on activities and exercises, participants explore how to have a healthier outlook on their finances. Those enrolled acquire basic financial literacy terminology. Instruction is provided on how to create a viable budget to promote financial success. By course completion, students will have acquired training on the routines they can adopt to provide structure to their financial affairs.

This live online workshop costs $450. It takes 12 hours to complete this program, which is divided into six sessions that each span two hours. Students should arrive to class at least five minutes early to ensure their computer connection works. No prerequisites are required. Additionally, participants should wear comfortable clothes to class since meditation is one facet of this program. To complete the budgeting exercise, students should bring a list of weekly expenses, which can then be entered into their budget.

Noble Desktop - Intro to Financial Accounting

Intro to Financial Accounting is available to those who want introductory-level instruction on basic accounting principles. Those enrolled complete hands-on exercises that allow them to work with financial statements from well-known companies and real-life 10-Ks. Coursework explores fundamental accounting concepts, such as cash versus accrual accounting and generally accepted accounting principles. Learners also work with financial metrics and income statement line items. They become familiar with balance sheets and learn how to handle cash flow statements. The training provided in this class can be applied to jobs at companies like Apple, Amazon, and Facebook.

Tuition is $325. This program is taught in the live online environment. It takes a full day of study to finish this class. There are no prerequisites for study. All participants can retake this class for free for up to one year to revisit course content. 

Berkeley Extension - FinTech Boot Camp

FinTech Boot Camp is a beginner-friendly course intended to provide participants with a comprehensive overview of financial technology. This program employs a project-based curriculum that was created to teach students the most popular programming languages and tools in finance, such as machine learning algorithms, blockchain, Ethereum, Python, and financial libraries. Fundamental financial skills are taught during this bootcamp, such as working with financial ratios, time-series analysis, and financial modeling. Participants also become familiar with cryptocurrency during bootcamp study. In the machine learning portion of this class, those enrolled study algorithmic trading, linear regression, forecasting, recurrent neural networks, support vector machines, and deep learning. By course completion, those enrolled will be familiar with programming languages like SQL and Python and financial libraries like SciPy, NumPy, PyViz, and Pandas.

Tuition for this bootcamp is $12,495. It takes 24 weeks to complete this bootcamp at a ten hour a ten-hour-a-week pace. Coursework is taught live online. All participants create a professional portfolio showcasing the skills they acquired in this class, which can be sent to employers. Additionally, those enrolled have access to career services, which is available to provide support to graduates applying for their first career in finance. Students can take advantage of one-on-one career coaching, interview training, resume help, or portfolio reviews.

San Francisco Industries That Use Finance 

San Francisco is a vibrant, diverse city that draws from a highly educated workforce. Many of the city’s top industries, such as software, biotechnology, and finance and insurance, require those with a finance background. The following sections will briefly explore three of the city’s main industries, and the role finance plays in each.


San Francisco is home to over 300 IT firms, many of which are key players in the tech industry. The Bay Area draws from the nation’s most saturated aggregation of federal research institutions and research universities. Thanks to the area’s world-renowned colleges and universities, such as The University of California, San Francisco, Stanford, and Berkeley, more Engineers and Scientists with PhDs are produced in San Franciso than any other metro in the US. Berkeley and Stanford hold the top-two spots in the US for Ph.D. programs in computer science. San Francisco’s diverse cultural landscape, liveability, and concentration of top-tier educational and research institutions continue to make the city a great place to pursue a career in software. Software Engineers who work in San Francisco are paid higher salaries than anywhere else in the country.

Fintech is a field that combines the world of finance with that of technology. In San Francisco’s world-famous tech sector in Silicon Valley, those with a background in finance contribute greatly to helping startups, businesses, and other organizations manage their finances and stay on top of current financial innovations. By automating how financial services are delivered and leveraged, finance professionals provide safer, better financial support to organizations of all types and sizes, such as software companies. 


Northern California’s life sciences industry continues to evolve and develop, in no small part due to San Francisco’s contributions. The city is the birthplace of what is now the biotechnology industry. It is home to nearly 300 life science firms, several of which are top in the country. Top-tier universities in the Bay Area, such as the University of San Francisco, Berkeley, Stanford, and UC San Francisco, offer top-tier biotech programs and provide the city with a highly educated and skilled workforce. The NIH awarded these schools with $1.4 billion to continue with their biotech research.

Much of the work done in the live sciences industry, such as healthcare, diagnostics, or biotechnology-related, relies on a substantial amount of capital. However, it’s not always possible for those involved in research and development to have the training or time to continue seeking funding. This is where those with a background in finance come in. Finance professionals can help those who work in biotechnology acquire external funding to at least in part pay for their research and initiatives. Venture Capitalists sometimes assist those in biotechnology in acquiring the essential funding needed to begin new projects and continue working on those that show promise.

Finance & Insurance

In June 2023, finance and insurance ranked as the second-largest industry of employment in San Francisco, with over 66,000 people working in this sector. The city’s Financial District dates back to the Gold Rush and is considered the main central business district in San Francisco. It houses the city’s largest concentration of law firms, real estate firms, corporate headquarters, insurance companies, savings and loan banks, and other types of financial institutions. Several Fortune 500 companies are headquartered in the Financial District, su has Uber, Williams-Sonoma, Wells Fargo, Gap, and Salesforce. San Francisco is considered the finance capital of the western US. 

Many top financial service companies can be found in the Bay Area, such as Bank of the West, First Republic Bank, Essex Property Trust Inc., and Charles Schwab. These institutions employ many finance professionals who work in careers such as investment banking, accounting, venture capital, and financial analytics.

Finance Jobs & Salaries in San Francisco

If you’re interested in pursuing a career in San Francisco that draws from a background in finance, there are several career paths available. The following will explore three popular finance-related professions in the San Francisco metro area and the job requirements and pay rates for each role. 

Investment Banker

Investment Bankers play a range of finance-related roles for their employers. These professionals serve as financial advisors. They assist corporate clients with securing funds in capital markets. On certain occasions, they also help their employer with mergers and acquisitions. On a daily basis, Investment Bankers send emails, make financial projections, prepare offers, attend meetings, sign new clients to the company, assist with mergers and acquisitions, and provide initial public offerings. These professionals also sometimes float bonds, issue stocks, or negotiate the acquisition or sale of a company. Within investment banking, there are entry-level positions as well as roles that are more senior, such as high-level executives.

Salaries for Investment Bankers are high in San Francisco. These professionals earn approximately $351,000 annually.


Biotechnicians work in a laboratory setting with biological organisms. They leverage the newest technologies to create new products and biological interventions, as well as to improve existing processes and products. They study the chemical, genetic, and physical characteristics of tissues, organisms, and cells to propose industrial uses. On a daily basis, these professionals execute experiments, collect and analyze data, devise new research protocols, work with patent applications, oversee lab technicians, and gather research to solve problems and create innovative products. Biotechnicians are employed in industries like medicine, environmental conservation, or food and agriculture. They can work in fields like pharmacology, biomedical research, and genetic engineering. 

The field of biotechnology is currently in demand, and qualified professionals are needed to fill roles to help keep innovation continuing. Biotechnicians who work in San Francisco earn a yearly salary of $104,000.

Software Developer

Software Developers draw from a background in design and programming to create software for users. These professionals often meet with clients who specify their software needs and then work to develop, test, and deploy the software using these specifications. Software Developers are involved with the software development process from conception to completion. This often involves being well-versed in user requirements, performing research to find options to meet those needs and establishing a viable plan to create the software. These professionals draw from skills such as problem-solving, attention to detail, mathematical training, time management, and organization. They are also usually fluent in several programming languages, depending on their employer and the type of technology they use.

In San Francisco, Software Developers make about $136,000 a year.