Increase financial knowledge from our in person and video courses.

Everyone Needs Financial Knowledge

So Many Ways
to Learn

financial education from a webcast class

COVID-19 Resources

Financial education is more important than ever before. We know the global pandemic has affected people in many different ways, many of which are financial. That’s why we’ve created two new courses to help your employees navigate these challenging times. Managing Money in Challenging Times and Managing Your Investments in Uncertain Times will help your employees move forward with confidence. Contact us today for more information on setting up courses for your employee population.

financial education from a webcast class

Special Employee Groups

Many of your employees are facing unique challenges when it comes to their personal finances. Vulnerable sectors of society can benefit from financial education that addresses the issues they are facing right now and in their future.  Help them achieve their dreams
by offering our specialized courses.

Financial Planning for Women
Financial Planning for Same Sex Couples
Special Courses for African American Employees

Experience You Can Trust

Accredited Education

We are the largest accredited financial education firm in the U.S.

Trusted
For 30 Years

Over 30 years experience in financial education.

Knowledgeable Instructors

All of our instructors have over 20 years of experience and have a CFP designation or equivalent.

All
Businesses

Educating start-ups and the Fortune 10 alike.