Personal Finance Classes in Washington, DC

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Personal Investments

This class is temporarily being offered remotely.

at Baruch College - CAPS - Online 00000

This introductory course is for individuals who would like to enhance their knowledge and experience to make better investment decisions. You will learn how to read financial pages and analyze the risks and rewards of investing. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building....

Tuesday Sep 22nd, 6:15pm - 8:45pm Eastern Time

  (10 sessions)
$665

10 sessions

Wealth Management

This class is temporarily being offered remotely.

at Baruch College - CAPS - Online 00000

Designed to help individual investors understand and evaluate the wealth management landscape.  Become educated on how to become a better consumer of financial products and services. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building.

Thursday Sep 24th, 6:15pm - 8:45pm Eastern Time

  (10 sessions)
$665

10 sessions

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Women & Investing

This class is temporarily being offered remotely.

at Santa Monica College - Online Online Classroom, Los Angeles, California 00000

Did you know that women often make the best investors? Whether you’re single, widowed, married, employed, or retired, you need to know how to improve your current financial picture. Learn the importance of portfolio allocation, how to select an investment advisor, and how to select investments for growth, income, and safety. We’ll also cover...

Tuesday Oct 27th, 6:30pm - 9pm Pacific Time

RPA 2: Directing Retirement Plans Part 2

This class is temporarily being offered remotely.

at Baruch College - CAPS - Online 00000

This course is required to earn the following designations: RPA, CEBS This course provides strategic insights into today’s most pressing challenges that accompany the sponsoring of defined contribution plans in a volatile, global world. From the outset, the course seeks to impart the fundamentals of investment management that should be mastered...

Thursday Sep 24th, 6:15pm - 8:45pm Eastern Time

  (10 sessions)
$679

10 sessions

Equity Markets and Portfolio Theory I

This class is temporarily being offered remotely.

at Baruch College - CAPS - Online 00000

This course is mandatory for students enrolled in the Finance Certificate programs.  Students will focus on the concepts of Modern Portfolio Theory and the Efficient Market Hypothesis. The course will also outline the basics of portfolio optimization and asset allocation. Students will review equity market valuation models; risk-reward dimensions...

Wednesday Sep 23rd, 6:15pm - 8:45pm Eastern Time

  (10 sessions)
$665

10 sessions

11 personal finance classes that have ended
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Smart Money Fundamentals

This class is temporarily being offered remotely.

at Santa Monica College - Online Online Classroom, Los Angeles, California 00000

Learn how to invest intelligently and profitably to secure your financial future. Find out how to select a financial advisor, and what you need to know about annuities, bonds, gold, mutual funds, stocks, real estate, and Social Security. Pick up tax-savings ideas, and find out how to manage credit and debt, and increase FICO scores.  Discover...

No upcoming schedules
$49

How to Maximize Your Social Security Benefits

This class is temporarily being offered remotely.

at Santa Monica College - Online Online Classroom, Los Angeles, California 00000

Filing for Social Security benefits can be stressful. Failing to use the right strategy when choosing when and how to claim benefits can cost you a lot of money, and potentially put your surviving spouse at financial risk. Don't leave thousands of dollars "on the table" simply because you don't understand how to optimize your benefits.  Join...

No upcoming schedules
$49

Taxes in Retirement

This class is temporarily being offered remotely.

at El Camino College - Online Classroom

The Tax Cuts and Jobs Act (TCJA), passed in December 2017, made several significant changes to the individual income tax. What provisions in the new tax law could affect you and your family in retirement? In this two-session course, you'll learn important details about the retirement tax updates and how they can make an impact on your retirement. ...

No upcoming schedules
$39

2 sessions

Preserving Family Assets from Estate Taxes & More

This class is temporarily being offered remotely.

at Bronxville Adult School - Virtual Learning via Zoom

Preserving Family Assets from Estate Taxes, Nursing Home Costs and More Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect...

No upcoming schedules
$30

Unleash the Power of LinkedIn

This class is temporarily being offered remotely.

at General Assembly - Near North Side 444 N Wabash Ave 5th Fl, Chicago, Illinois 60611

This workshop is perfect for professionals looking to move to the next level in their career. Build a professional brand story and learn what makes a sellable profile. Whether you are looking to move up, pivot your focus, or find the right next role, build a professional story that helps you stand out. You’ll learn and apply best practices to enhance...

No upcoming schedules
$45

Financial Goal Setting for a Career Change in 2020

at General Assembly - Penn Quarter 509 7th St NW 3rd Fl, Washington, District of Columbia 20004

Managing your own finances can be difficult enough with a steady job, let alone in the midst of a career change or transition. In this workshop, Kimberly will break down three key actions you can take to ensure your finances stay on track for meeting your money goals, even in the midst of an exciting shift in your life. Takeaways How to develop...

No upcoming schedules
$65

Creating a Business Plan (Remote Live)

This class is temporarily being offered remotely.

at West Los Angeles College - Online Online via Zoom, Los Angeles, California 00000

Whether just getting started or already in business, developing a sound business plan is essential for obtaining many types of financing and helps evaluate opportunities. Find out how to go about creating one. Learn about revenue, direct costs, margins and overhead.  Other topics include  defining market opportunities unique selling advantages...

No upcoming schedules
$69

2 sessions

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Creating a Business Plan (Remote Live)

This class is temporarily being offered remotely.

at West Los Angeles College - Virtual Classroom

Whether just getting started or already in business, developing a sound business plan is essential for obtaining many types of financing and helps evaluate opportunities. Find out how to go about creating one. Learn about revenue, direct costs, margins and overhead.  Other topics include  defining market opportunities unique selling advantages...

No upcoming schedules
$69

2 sessions

Angel Investing 101

This class is temporarily being offered remotely.

at Class Rebel - Virtual Learning

How to invest directly into early stage companies you really believe in. The goals of Angels 101 The goal of Angels 101 is that you become so versed and so comfortable with the language and mechanics of angel investing, that you can confidently approach any early stage founder whose company you really believe in, and secure yourself an investment...

No upcoming schedules
$50

4 sessions

How to Quit Your Job and Go Full Time Freelance

at General Assembly - Downtown, Washington, D.C. 1133 15th St NW 8th Fl, Washington, District of Columbia 20005

It's becoming easier than ever to start your own business and work for yourself. But the idea of giving up a steady paycheck, retirement benefits, and health insurance can be daunting. The good news is that most successful freelancers and entrepreneurs don't just up and quit one day. They take their time to build a foundation for their business and...

No upcoming schedules
$35
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