Services
Workplace Financial Wellness, Built on Education
Financial Knowledge provides workplace financial wellness programs that combine live education, on-demand learning and one-on-one coaching. Every part is led by CERTIFIED FINANCIAL PLANNER® professionals, and none of it involves selling financial products. We have been doing this for employers and public retirement systems since 1989.
How the three parts work together
1. Learn together
Live classes
Onsite or by live webcast, a CFP® professional teaches a topic to a group and answers questions in real time. Choose from 50+ courses covering 300+ financial topics, from budgeting and benefits to retirement and stock plans.
2. Learn anytime
Recorded courses
On-demand courses that follow the same curriculum as our live classes, for employees who can't attend or want to review.
3. Apply it personally
One-on-one coaching
Confidential sessions, virtual or onsite, where employees bring their own questions to a CFP® professional. RightCapital, a financial dashboard, is available to every participant so they can see their full financial picture with their coach.
Organizations can start with one format and add others. Many begin with a series of live classes, make the recordings available to everyone, then add coaching for employees who want to apply what they learned to their own situation.
Example programs
These are illustrations of common setups, not specific clients.
- An employer program: quarterly live classes timed to benefits enrollment and year-end, recordings for every shift and location, and one-on-one coaching for employees who want it.
- A public retirement system program: member classes by career stage, from new members to those nearing retirement, plus coaching for members preparing to retire.
Why education-first
We are paid only by the employer or retirement system, for the education itself. We don't sell financial products, earn commissions or referral fees, manage assets or follow up with employees to make sales. That lets employees ask questions freely and lets sponsors offer financial wellness without a conflict of interest.
Facts at a glance
- Founded in 1989 as Financial Literacy Action Center
- IACET Accredited Provider
- Every class and coaching session led by CERTIFIED FINANCIAL PLANNER® professionals
- More than 30,000 classes delivered
- Live classes across the United States and Canada
- Certified Women's Business Enterprise (WBENC)
Participant results (course and coaching evaluations, as of October 2026): 9.2 out of 10 average course rating, a 55% average increase in financial knowledge after one class, and 91% of coaching participants say their session reduced financial stress.
Questions
Is Financial Knowledge a software platform?
No. We are an education-first provider. Live classes and recorded courses led by CFP® professionals are the core of every program. Technology supports that education: for example, RightCapital is available to every coaching participant so they can see their full financial picture with their coach.
Can we start with one format and add others later?
Yes. Many organizations start with a series of live classes or recordings and add one-on-one coaching once employees are engaged. Others start with coaching. We plan the mix around your workforce and budget.
Is coaching confidential from the employer?
Yes. Coaching sessions are confidential. Employers never see what employees discuss with their coach.
Do you give financial advice?
No. Our instructors and coaches are educators. We don't give financial advice, sell products, earn commissions or manage assets. We help employees understand their options so they can make their own decisions with confidence.
Ready to plan your program? Contact us or see our FAQ.
