- FINANCIAL MANAGEMENT
- RETIREMENT PLANNING
- TAX PLANNING
- ESTATE PLANNING
- REAL ESTATE
- EMPLOYEE BENEFITS
- STOCK PLANS
- KIDS & COLLEGE FUNDING
Our comprehensive, educational programs help reduce employees’ financial stress, making them happier, more productive workers. Onsite or online, our approach is holistic, unbiased, and accredited.
Recent studies have shown that over half of the workforce are financially stressed. Our content spans a vast array of topics and 50+ courses that are continually updated and completely customizable—providing the guidance your employees are looking for.
Our in-depth course materials taught by certified financial instructors provide a learning format that’s immersive and inviting. Plus, our first-class customer service and needs analysis make the process simple from start to finish.
Here at Financial Knowledge we know that financial wellness directly impacts overall health, productivity at work and so much more. We educate employees so that they can gain the confidence needed to make informed financial decisions based on pure knowledge, not a sales pitch. The financial landscape can be difficult to navigate, but Financial Knowledge sifts through the “noise,” to provide your employees with straightforward easy-to-comprehend practical information.
Through direct interaction, our passionate on-site instructors foster an engaging learning environment where employee participants openly share, discover and create their financial wellness plan.Learn More
Business today is dynamic and mobile. Whether your employees are working remotely, traveling, or simply more comfortable learning online, webcast classes provide an interactive learning experience with more convenience.Sign Up Today
Choosing to offer financial coaching sessions is a simple and effective way to supplement your financial education program, giving employees a chance to ask their personal questions in a private setting.Contact Us
Convenience can be an important factor in an employees' willingness and ability to increase their knowledge. That's why Financial Knowledge offers classes that fit their busy lives.Learn More
At Financial Knowledge, we address your employees' financial concerns by offering a wide-variety of courses in 9 broad subject areas.
"Once again the Financial Knowledge team makes it so easy to offer a year round financial education program for our employees!"
Financial Knowledge is now offering courses for Canadian employees and they are available in both English and French. Please contact us for more information.
We are the largest accredited financial education firm in the U.S.
Over 30 years experience in financial education.
All of our instructors have over 20 years of experience and have a CFP designation or equivalent.
Educating start-ups and the Fortune 10 alike.
Financial Wellness Begins with Education.