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
Group Classes Corporate Training

Small Group Finance Classes

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

  • Financial Modeling Bootcamp

    • Weekdays only
    • 18 Hours
    • Prerequisites required

    Build a financial valuation model in Excel. Review financial statements, develop projections, and apply corporate finance and discounted cash flow concepts.

  • Financial Analyst Training Program

    • Weekdays only
    • 30 Hours
    • Open to beginners
    • 1:1 Bonus Training

    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.

  • Financial Accounting Bootcamp

    • Weekdays only
    • 12 Hours
    • Open to beginners

    Build a foundation in financial accounting, then explore more complex reporting topics. Work with income statements, balance sheets, cash flow, accruals, and investments.

  • Intro to Financial Accounting

    • Weekdays only
    • 6 Hours
    • Open to beginners

    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.

  • AI for Excel

    • Weekdays only
    • 1 Day
    • Prerequisites required

    Use ChatGPT, Claude, and Microsoft Copilot to support Excel work. Draft formulas, clean data, explore analyses, and generate VBA code, then check the results.

  • Stock Market Investing Fundamentals

    • Weekdays only
    • 6 Hours
    • Open to beginners

    Learn stock market fundamentals, read financial statements, and explore valuation methods through examples from publicly traded companies.

Show All Finance Courses
  • 45,000+
    Students
  • 36
    Years
  • 2,500+
    Testimonials

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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Highly Reviewed by Our Alumni

From our hands-on training style to world-class instructors and custom-crafted curriculum, we deliver results our alumni are proud of.

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 was 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

Student rating for Finance Training Classes: 4.8 stars by 8,242 students

  • John A. Senior Associate @ Owl Ventures Jan 14, 2021
    Financial Modeling Bootcamp

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

  • John A. Senior Associate @ Owl Ventures Jan 12, 2021
    Advanced Excel for Financial Modeling

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

  • Lane S. Financial Planner @ Christopher Street Financial Aug 12, 2020
    Stock Market Investing Fundamentals

    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.

  • Ricardo H. Unemployed Mar 12, 2020
    Stock Market Investing Fundamentals

    Highly knowledgeable and detailed information in a short amount of time

  • Charles K. Management consultant @ Element 78 Advisors Nov 6, 2019
    Financial Modeling Bootcamp

    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.

  • Noam L. Apr 17, 2019
    Financial Analyst Training Program

    I can honestly say I learned more useful modeling and excel skills from the Financial Modeling Bootcamp than I have through one and a half years of business school. The course effectively conveys key finance, corporate finance, and financial accounting concepts while also offering students the opportunity to build real financial models with real-time data. The 7:1 student to teacher ratio along with the experience and modeling expertise of Mourad offers a unique opportunity for a personalized learning experience. Whether you are a student looking to pursue a career in finance or a current professional simply looking to brush up on your Excel skills, I would highly recommend this course.

  • Kelvin L. Apr 15, 2019
    Financial Modeling Bootcamp

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

  • Abul H. Apr 15, 2019
    Financial Analyst Training Program

    Great Instructors Mourad and Garfield are experts in their craft.

  • Noam L. Oct 21, 2018
    Financial Modeling Bootcamp

    I can honestly say I learned more useful modeling and excel skills from the Financial Modeling Bootcamp than I have through one and a half years of business school. The course effectively conveys key finance, corporate finance, and financial accounting concepts while also offering students the opportunity to build real financial models with real-time data. The 7:1 student to teacher ratio along with the experience and modeling expertise of Mourad offers a unique opportunity for a personalized learning experience. Whether you are a student looking to pursue a career in finance or a current professional simply looking to brush up on your Excel skills, I would highly recommend this course.

  • Nico S. Oct 21, 2018
    Financial Modeling Bootcamp

    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 was 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.

  • John C. Oct 21, 2018
    Financial Modeling Bootcamp

    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.

  • Alexandria B. Oct 21, 2018
    Financial Modeling Bootcamp

    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.

  • Robert F. Jun 28, 2018
    Financial Modeling Bootcamp

    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.

  • Thomas P. Jun 8, 2018
    Financial Modeling Bootcamp

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

  • Kevin D. May 8, 2017
    Advanced Excel for Financial Modeling

    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.

  • Max D. Apr 25, 2017
    Advanced Excel for Financial Modeling

    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.

Showing 16 of 16 reviews

Upcoming Schedule: Finance in NYC

All times are listed in Eastern Time unless otherwise specified.

November 2026
Intro to Financial Accounting
November 12
Thursday 10am–5pm
$325
6 Hours

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.

Financial Accounting Bootcamp
November 12–13
Weekdays 10am–5pm
$549
12 Hours

Build a foundation in financial accounting, then explore more complex reporting topics. Work with income statements, balance sheets, cash flow, accruals, and investments.
Intermediate Financial Accounting
November 13
Friday 10am–5pm
$325
6 Hours

Explore intermediate financial accounting topics, including income statements, earnings per share, deferred taxes, investments, and debt accounting.
Stock Market Investing Fundamentals
November 19
Thursday 10am–5pm
$299
6 Hours

Learn stock market fundamentals, read financial statements, and explore valuation methods through examples from publicly traded companies.
December 2026
AI for Excel
December 15
Tuesday 10am–5pm
$649
1 Day

Use ChatGPT, Claude, and Microsoft Copilot to support Excel work. Draft formulas, clean data, explore analyses, and generate VBA code, then check the results.

Showing 5 of 53 courses

Practical Finance Training for Business Decisions

Finance training helps you understand how a business earns money, funds its operations, and evaluates investments. Start with accounting if you need to read financial statements, financial modeling if you need to build forecasts, or Excel if you need stronger spreadsheet skills.

Understand Financial Statements

Intro to Financial Accounting introduces the income statement, balance sheet, and cash flow statement. Learn how these reports connect and what they reveal about business performance. Intermediate Financial Accounting provides a next step for learners with a foundation in the subject. The Financial Accounting Bootcamp combines introductory and intermediate financial accounting training.

Build Financial Models in Excel

The Financial Modeling Bootcamp combines spreadsheet work with financial analysis. Review its prerequisites before enrolling. If you need more practice with finance-focused spreadsheet techniques, explore Advanced Excel for Financial Modeling.

The Financial Analyst Training Program brings complementary training together. Compare the program's included courses with the skills you already have so you can choose an appropriate starting point.

Explore Related Skills

Stock Market Investing Fundamentals introduces investing concepts, while Intro to Corporate Finance focuses on business finance. These courses teach analytical concepts and methods; they do not provide personalized investment recommendations.

For bookkeeping workflows, explore QuickBooks training. For larger or repeatable analyses, compare data analytics courses in SQL, Power BI, Tableau, and Python.

Choose a Format

Review each course page for its current schedule, format, tuition, and prerequisites. For private group training, contact NYIM with your team's experience, software, and learning goals.

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