About Us
Financial Knowledge is a financial education firm. Our courses help employees understand their personal finances, and they're led by CFP® professionals with no hidden agendas. We have no affiliations with financial products or institutions, so our education is conflict-free: nothing to sell, just answers.
Employees can join from anywhere and get their questions answered in real time. For those who want to go further, our one-on-one financial coaching works the same way: education only, with one mission, helping people understand complex financial topics so they can reach their goals with confidence.
How It Started
In the 1980s, our founder was a CFP® professional working as a broker. Again and again, she watched people make fast decisions about their money with no education behind them. So she set out to change that.
In 1989 she started Financial Knowledge out of her garage, teaching classes for Rotary Clubs and other community organizations. Word spread, and employers began calling to ask if she could teach their employees too. Workplace financial education became an employee benefit, and it has been our focus ever since.
More than three decades later, our team of CFP® professionals carries that mission forward: real education, before people make decisions that matter.
Decades of Real Relationships
We've been independent and self-funded since 1989. No investors to answer to, no products to sell, just our clients and their employees. That's why our clients stay. We keep client names private, but some of our partnerships go back more than 20 years:
- Since 2003A global technology company
- Since 2005A financial software company
- Since 2008A global technology company
- Since 2008A California county retirement system
Our Impact
Since 1989, we've delivered more than 30,000 classes covering more than 300 financial topics. We're not about one-size-fits-all solutions. With 50+ course offerings, each program can be tailored to meet the unique needs of your organization. Participants rate our courses 9.2 out of 10 on average and report a 55% increase in their financial knowledge after a single class.
Based on participant course evaluations, as of October 2026.
What Sets Us Apart
Personalized Financial Education
At Financial Knowledge, education isn't just a checkbox; it's a conversation. We're committed to delivering relevant, supportive education that speaks to every participant, including women, LGBTQ+ couples, Black employees, and more. Our approach is transparent, with no hidden agendas and no unnecessary complexity, just education that works.
Accredited, and Audited to Stay That Way
Financial Knowledge is an IACET Accredited Provider. To keep that status, we follow IACET's standards for designing and delivering education, and our business is audited to make sure we continue to meet them. It's an ongoing commitment to quality that holds us to the same standards as professional continuing-education providers. We're also certified as a Women-Owned Small Business by the Women's Business Enterprise National Council (WBENC).
Exceptional Instructors
Our instructors aren't just experts; they're storytellers. Each one is a CFP® professional with years of real-world experience. Their engaging, down-to-earth teaching style ensures that every class isn't just informative, it's memorable.
Boutique by Design
As a small, independent firm, we can say yes where larger providers can't. We customize existing courses, create new ones around your benefits and your people, and build programs for any size organization, from a single 30-minute session to a year-round series.
U.S., Canada and Global Teams
We teach live classes across the United States and Canada. Canadian employees learn from a CFP® professional in Canada, with content built around Canadian retirement plans, RRSPs, TFSAs and CPP/OAS. For global teams, courses like Discovering Your Money Mindset and Understanding Debt have been taught to employees in cities such as London and Singapore.
Why Financial Education Matters in the Workplace
Money worries follow people to work. 85% of workers worry about their finances during the workday, losing about 3.5 hours a week, yet only 32% of employers offer financial education, and 57% of workers without it say they would use it. (PNC, 2026) 59% of employees are stressed about their finances, and they want guidance from real people. (PwC, 2026)
At Financial Knowledge, we're here to transform financial education from a chore into a powerful tool for change. Our commitment to objectivity, our top-tier instructors, and our tailored solutions mean that every employee leaves our courses with the skills and confidence to thrive financially. Partner with us to make a lasting, positive impact on your organization and its people, because when your employees succeed, so does your company.
Since 1989 Financial Knowledge Network, LLC has been providing conflict-free, accredited financial education in the workplace
Not sure where to start, or which topics to offer when?
Our free 2027 Financial Wellness Planning Guide maps out a full year of financial education, month by month. Each month is matched to a national awareness month, with suggested courses.
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