Finance Classes & Topics
Underlying all of finance is the core understanding of financial accounting. Understanding the principles of financial accounting and how financial statements work is crucial to corporate finance, financial modeling, and stock market investing.
In our Financial Accounting classes, you'll learn how to analyze financial statements and reports with hands-on exercises looking at real public companies like Facebook, Amazon, and Apple.
Cash vs. Accrual Accounting
Key Financial Statements: Income Statement, Balance Sheet, Statement of Cash Flows
Financial Statement Footnotes
Stock Market Investing
Learn how stocks are valued, what drives prices up and down, and the key metrics used to value companies.
In our Stock Market Investing classes, you'll gain a deep understanding of how financial markets work by looking at real companies' financial statements to conduct investment research.
Basics of Stocks
Bonds, Options, and Real Estate
Build out real valuation models in Excel in our financial modeling classes to value businesses.
We'll cover the core concepts of finance, build financial modeling intuition, and build out real valuation models.
Essentials of Finance: NPV, IRR, Market Cap, EV, Accounting, & More
Financial Projections: Project the core financial statements
Discount Cash Flow Valuation: Derive the value per share of a company using a DCF valuation
Real Financials & Data: Look up and use real and live pricing and financial information for a public company
Advanced Excel for Finance
Master advanced Excel techniques to build and audit financial models in hands-on training.
In our Advanced Excel for Financial Modeling classes, you'll learn:
Advanced Formulas & Functions
Applications of Excel in Finance
Finance Classes in NYC
Finance careers involve money and resource management. Finance professionals simultaneously try to make money stretch as far as they can and guide the business to make intelligent financial decisions. They may spend time analyzing data, pouring over data, and launching deals. Being skilled with numbers and having critical thinking skills is essential to the world of finance.
Within the finance umbrella are many different specialties and job titles; try out career paths such as Financial Analyst, Investment Banker, or Financial Planner. All finance roles require understanding budgets, investments, financial planning, and financial goals. Company decisions hinge on finances. Finance professionals regularly help make important company decisions.
Why Learn Finance in NYC
Finance is a broad term encompassing many different career paths.
Some finance professionals may specialize by becoming Financial Analysts–a growing field. Financial Analyst jobs are expected to grow by 9% by the decade's end. Financial Analysts keep tabs on a company’s financial health and improve it by making recommendations. These professionals may work for an investment firm, bank, or corporate finance department. In these roles, Financial Analysts examine financial statements, follow market trends, and gather general economic data before investing. However, Analysts can specialize, primarily if they work for a large corporation with a large finance department. Some may spend time performing risk management while others complete equity research or credit analysis. Financial Analyst jobs pay roughly $80,000 annually in New York and have no mandatory education or licensing requirements. Financial Analysts should complete exams and become licensed to move up in the field. Traditionally, a degree in economics, statistics, or finance would provide a slight advantage; however, companies hiring analysts who completed non-traditional training programs are becoming more common.
Launching a career as an Investment Banker is another option for finance professionals. Most Investment Bankers work for investment banks, private equity firms, or corporate finance departments. A typical Investment Banker facilitates financial transactions and advises organizations with financial decisions. They may partner with a company to raise capital through the stock market or private investors. Or, they may assist a client with a complicated financial deal. Earning about $123,000 annually in New York, Investment Bankers can earn $250,000 or more with experience. Investment Bankers need a degree and extensive communication skills. Taking business communication classes can help you find a job.
Financial Planners or Financial Advisors are also considered finance professionals. These roles typically partner with individuals and families to grow wealth. After examining a client’s current financial situation, they develop a short and long-term financial plan, including investments, retirement planning, tax strategies, and insurance. Financial Planners may work for a large firm such as Charles Schwab or be self-employed. In New York, Financial Planners make about $96,000 per year. Most financial planners have a degree and a CFP (Certified Financial Planner) certification earned with a passing score on the CFP exam.
Accountants are essential finance professionals needed by individuals, corporations, organizations, and government departments, which is why Accountant jobs are expected to grow by around 6% during the decade. Their primary role is maintaining financial records, preparing financial statements, and ensuring an individual or organization complies with tax laws. Accountants can work for accounting firms such as Deloitte, PwC, or Ernst & Young. Many large corporations or non-profit organizations directly employ accountants, so working at JPMorgan Chase & Co or a local college is another possibility. Accountants can also start their firms. On average, Accountants earn around $66,000 annually in New York. An accounting degree or certificate program is enough to get started in accounting. However, to move up, accountants must take additional courses to become CPAs (Certified Public Accountants). Becoming a CPA involves a significant pay bump: New York CPAs make around $118,000 annually.
Best Live Finance Classes in NYC
In-person or live classes can provide a positive experience–participants can make connections with other like-minded individuals. In NYC, future and current finance professionals have extensive classes.
NYIM offers in-person career development courses in NYC. Finance professionals with an Intermediate to advanced knowledge of Excel may improve workflow in a Financial Modeling Bootcamp course. This course is designed to graduate students prepared for entry-level Financial Analyst positions. Since this course begins with advanced Excel techniques, such as cash flow projection tools, participants must have intermediate-level knowledge of Excel before the first day. Students cover essential financial Excel tools such as sensitivity analysis, modeling shortcuts, and cash flow projection tools. They will also learn finance and accounting basics, including corporate valuation, before applying new knowledge to real-world scenarios.
Interested in NYIM’s Financial Modeling Bootcamp course but lack the necessary Excel background to succeed? NYIM’s multi-day Financial Analyst Training Program course in NYC first starts with basic Excel instruction. Students learn Excel, starting with formulas and functions. The course also covers corporate finance and accounting concepts: enterprise value, financial statements, and investments, among other concepts. Students will leave the course after completing a real-world financial modeling project with publicly available data.
Training the Street provides public classes to finance professionals, like its Financial Statement Analysis and Accounting course in New York. This crash course for non-accountants brings its students up to speed with accounting principles so they know the necessary information to work as Financial Planners. Students learn to value a company, build a financial model, and interpret financial results.
Finance and technology can come together to create a relatively new FinTech field. Gain the skills necessary to enter this relatively new and rapidly expanding career path in Noble’s FinTech Bootcamp class. This course is helpful for future Financial Analysts or those in similar roles. Increasingly, FinTech is used in the finance industry to automate financial processes. Students in this course learn the coding necessary to create automatic financial applications and systems. Plus, they learn the financial concepts needed to include in applications.
The New York Institute of Finance instructs beginning through advanced students. It offers many certificate programs, including a Risk Management Professional Certificate course. The school targets beginners in this course, requiring only basic Microsoft Excel skills, probability knowledge, and statistics familiarity. Students receive a crash risk management course before learning to measure risk. They will practice with various tools and apply stress to various situations. Finally, they will learn to regulate risk.
AMA focuses on business and finance classes for professionals. In New York, it runs an Advanced Financial Forecasting and Modeling Workshop course. Enrolled students learn to build a financial model and then generate a forecast. They will learn to analyze the forecast results and communicate the essential data to stakeholders. The class is designed for Analysts and executive-level managers working with financial models. Some financial professionals with some experience may also attend the course.
A closely related field to finance is the field of data analytics. Noble Desktop’s Data Analytics Certificate course can improve your chances of entering the financial analytics field. This class teaches students to extract information from raw data, analyze then produce actionable items for stakeholders. Students will learn how to apply their new skills to the finance field and how to analyze other types of business data using Tableau, SQL, and Python.