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.

August 2024
August 15–21
Weekdays 10–5pm
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 19
Monday 10–5pm
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 19–21
Monday to Wednesday 10–5pm
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.

August 26
Monday 10–5pm
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. 

September 2024
September 18
Wednesday 10–5pm
6 Hours
NYC or Live 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.

showing 5 of 12 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

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.

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