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Finance Training Classes in NYC or Live Online

Corporate Finance & Financial Modeling Courses

NYIM offers financial training courses for a wide range of topics, including financial statement analysis, core financial principles, and Excel techniques used in finance. These finance courses are perfect for those working in or seeking employment in investment banking, private equity, hedge funds, wealth management, and real estate.

  • In-person courses
  • Flexible training solutions
  • Small class sizes
  • Hands-on & interactive

Small Group Finance Classes

Our Finance Training Classes courses are instructor-led in our Manhattan classrooms or live online (virtual learning).

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Corporate Training

Drive team performance and efficiency with NYIM’s industry-leading training. Send employees to our group classes or create a custom training program onsite.

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Why Learn at NYIM

Highly Reviewed by Our Alumni

From our hands-on training style to world-class instructors and proprietary curriculum, we deliver a learning experience our alumni can be proud of.

Our Finance Training Classes are rated 5.0 stars

in the past 24 months

This was a great refresher course for some of the deeper financial concepts I have not used since undergrad. I think this course is phenomenal for recent college grads starting off their careers in finance or budget. It's a great intro for learning to navigate excel shortcuts. I am 5 years in my career now and have never had the investment banking background but still have been a financial analyst and been involved in raising capital so the concepts covered were a great refresher for me. Additionally the instructor did a great job with playing to the students in the course and our backgrounds and what subjects to go more in-depth with and vice versa.

Alexandria B.

This financial modeling bootcamp helped me round off my excel shortcut skills. All of the excel shortcuts I didn't already know; I learned in this course. This will help me work fast and smarter. I also appreciated the applicability of the financial analysis we conducted. We moved in a very timely fashion and this was a very productive course that will help me as I start off as an investment analyst.

John C.

The financial modeling boot-camp class was a great review for everything I have learned during my undergraduate studies and was also very relevant to my working experience. I also liked that the size of the classes were not too big; this allowed the participants to be actively engaged. As I work in fixed income and while this boot-camp focused on projecting stock price, the research and excel model/setup is very similar so there was very relevant crossover. All in all, I wish I had taken this class earlier this year. Great class.

Nico S.

Great Instructors Mourad and Garfield are experts in their craft.

Abul H.

I took the Financial Modeling Bootcamp. The instructors are very knowledgeable about what they teach and encourage questions throughout the workshop.

Kelvin L.

I had an amazing experience doing private training for Excel for Finance. I learned all the practical applications for the formulas I'm expected to know at my new job - I feel great and super confident at work with my new skills! Very patient and knowledgeable instructor too.

Max D.

I took a private Excel class at NYIM, and it was excellent. The trainer, Mourad, prepared a very good class outline that taught me many useful tools. During our time together, Mourad was patient and changed the direction as he determined what my greatest needs were. I will be taking more classes with NYIM and highly recommend them.

Kevin D.

Great experience, I highly recommend for anyone looking to break into consulting/banking!

Thomas P.

Took the two day Financial Modeling Bootcamp. Extremely informative and useful. Smaller class size allows for one on one help and enables you to really understand the material you are working through. Additionally you build out a model on an actual company during the course, allowing you to perform the same kind of analysis you would use in a real office setting, as opposed to looking at generic accounting problems. Office itself is very nice, and the professors are extremely well informed. 10/10 would recommend to anyone looking to develop, sharpen, or reestablish their financial modeling skills.

Robert F.

Whether you want a quick refresher or crash course, Financial Modeling in Excel will benefit anyone in the M&A field looking to expand their skills.

Charles K.
Element 78 Advisors

Highly knowledgeable and detailed information in a short amount of time

Ricardo H.

This is a great first step for anyone interested in learning the basic terms and principles involved in stock market investing, with the instructor using real-time data examples and addressing current market trends.

Lane S.
Christopher Street Financial

This class was absolutely great. I've been in Finance for 5 years and learned things today!

John A.
Owl Ventures

Super helpful and affordable. Will be helpful in my career in growth equity.

John A.
Owl Ventures

Upcoming Finance Classes in NYC

All times are listed in Eastern Time unless otherwise specified.

June 2023
June 20
Tuesday 10–5pm
$299
6 Hours
NYC or Live Online

Learn what moves stock prices and how stocks are valued by investors. In this course, you will learn the essentials of valuation (such as P/E ratios and DCF analysis), financial statements, and fundamentals of stock investing. We will analyze recent earnings releases and valuation multiples of companies such as Google and Apple to provide a framework for fundamental investment research. The class strives to provide participants with a sound understanding of how financial markets work, rather than providing get-rich-quick trading schemes. The principles taught in this course are stressed by value investors such as Warren Buffett and Benjamin Graham. 

August 2023
August 14–18
Weekdays 10–5pm
$1,295
30 Hours
NYC or Live Online

In this 5-day financial analyst program, you'll master Excel, review corporate finance and financial accounting concepts, and build a comprehensive valuation model on a public company. 

August 16
Wednesday 10–5pm
$350
6 Hours
NYC or Live Online

Master the advanced Excel tricks, techniques, and tools financial analysts use to build and audit financial models. By the end of this course, you will know how to write efficient and flexible formulas, create sensitivity analysis, and master Excel's features for finance.

August 16–18
Wednesday to Friday 10–5pm
$995
18 Hours
NYC or Live Online

Learn the skills you need to become a top financial analyst: advanced Excel, financial modeling, corporate finance, and accounting. Build a financial model to value a public company, and learn industry best practices from experienced investment bankers and analysts.

September 2023
September 14
Thursday 10–5pm
$299
6 Hours
NYC or Live Online

Learn what moves stock prices and how stocks are valued by investors. In this course, you will learn the essentials of valuation (such as P/E ratios and DCF analysis), financial statements, and fundamentals of stock investing. We will analyze recent earnings releases and valuation multiples of companies such as Google and Apple to provide a framework for fundamental investment research. The class strives to provide participants with a sound understanding of how financial markets work, rather than providing get-rich-quick trading schemes. The principles taught in this course are stressed by value investors such as Warren Buffett and Benjamin Graham. 

showing 5 of 9 courses

Finance Classes & Topics

Financial Accounting

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. 

Key Topics:

  • Cash vs. Accrual Accounting

  • Key Financial Statements: Income Statement, Balance Sheet, Statement of Cash Flows

  • Working Capital

  • Debt

  • Financial Ratios

  • 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. 

Key Topics:

  • Basics of Stocks

  • Financial Reports

  • Earnings Estimates

  • Investing Principles

  • Financial Crisis

  • Bonds, Options, and Real Estate

Financial Modeling

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.

Key Topics:

  • 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:

  • Financial Functions

  • Advanced Formulas & Functions

  • Data Tables

  • Goal Seek

  • Applications of Excel in Finance

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