Why Choose Financial Knowledge
We're not just another financial education provider; we're your strategic partner in building a financially confident workforce. Since 1989, we've delivered objective, conflict-free education and tailored financial wellness programs that meet each organization's unique needs. Our accredited courses and CFP® professional instructors don't just inform, they inspire action. Here's why organizations trust us, and why many have stayed with us for decades.
Teaching Since 1989, a Decade Before “Financial Wellness” Had a Name
We've covered more than 300 financial subjects and delivered more than 30,000 classes. We offer more than 50 course topics, each customizable to your organization's objectives and employee needs. We're independent and self-funded, with no investors to answer to, and some of our clients have partnered with us for more than 20 years.
Results Participants Report
- 9.2/10average course rating
- 55%increase in participants' financial knowledge after a single class
- 91%of coaching clients say their session reduced their financial stress
- 98%of coaching clients say their session met their expectations
Based on participant course and coaching evaluations, as of October 2026.
What Makes Us Different
Why Independence Matters
Many financial services companies offer free financial education. But a company that administers retirement plans, manages investments, offers accounts or sells financial products has a business interest in what your employees decide. We don't. Financial Knowledge doesn't administer plans, manage money or sell products, so we have nothing to gain from your employees' choices, except that they understand them.
Education, Not Advice
Our instructors and coaches are educators. We don't give financial advice, sell products or write financial plans. We help employees understand their options so they can make their own decisions with confidence.
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. We're also certified as a Women’s Business Enterprise (WBE) by the Women's Business Enterprise National Council (WBENC), which can count toward your organization's supplier diversity goals.
Instructors Who Connect
Our instructors aren't just knowledgeable; they're relatable. Each one is a CFP® professional, a credential that requires rigorous education, examination, experience and ethics standards. Their engaging teaching style turns complex financial concepts into practical, actionable insights.
Built From Your Feedback
Every class ends with an evaluation, and we read every response. When clients and participants told us they needed shorter options, we built a full library of 30-minute courses, and we condensed many longer courses into a one-hour format that fits a busy workday. Participants also tell us what they want to learn next, which is how new courses like Money Meets AI, Decoding Financial News and Money Moves for the Sandwich Generation came about.
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.
Tailored Financial Learning
We offer specialized courses that resonate with diverse groups, including women, LGBTQ+ couples and Black employees, and we teach across the United States and Canada. Canadian courses are taught by a CFP® professional in Canada and cover Canadian retirement plans, RRSPs, TFSAs and CPP/OAS.
Questions to Ask Any Financial Education Provider
- Do you partner with recordkeepers, financial advisors or financial institutions?
- Do you receive any revenue from products, accounts or referrals?
- Do your educators ever refer employees to an advisor?
Our answer to all three is no.
The Real-World Benefits
Investing in your employees' financial education pays off in more ways than one. Our programs lead to:
- Enhanced Productivity: Financially confident employees are less stressed and more focused at work.
- Increased Loyalty: Employees who feel supported in their financial wellness are more likely to stay with your company.
- Greater Engagement: Participation in financial wellness programs often leads to higher utilization of other company benefits.
The Case for Financial Wellness in the Workplace
85% of workers worry about their finances during the workday, 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 48% are highly motivated to learn skills like budgeting, investing and managing debt. (PwC, 2026)
Our Comprehensive Services
We offer a range of formats to meet your workforce where they are:
- Professional-Led Courses: Onsite or by live webcast, employees join from anywhere and get their questions answered in real time.
- Recorded Courses: Self-paced recordings that live in each employee's Financial Knowledge student account, on your internal pages, or on a custom landing page we build for you.
- Financial Coaching: One-on-one, education-only sessions with our CFP® professionals, virtually or on campus, with RightCapital included in every session.
Registration and Reporting
Employees register through our system and get their own Financial Knowledge student account, with reminders, recordings and materials in one place. Our registration system can connect to your company's sites with single sign-on (SSO), so employees use their existing work login. You receive aggregate participant feedback reports from every course evaluation, monthly or quarterly, so you can see what employees learned and what they want next.
How Do We Get Started?
Getting started is simple, and we're here to guide you every step of the way:
- Customizing the Curriculum: We'll work with you to design a program that aligns with your budget, goals, and employee demographics.
- Course Development: We'll fine-tune the content and provide all necessary materials.
- Program Promotion: Whether you prefer to handle internal promotion or need our help, we'll ensure that your employees know about and engage with the courses.
- Review and Refinement: We review participant feedback and turnout with you and adjust the program for maximum impact. Request a free pilot
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. Choose the edition for public sector organizations or for private employers.
Enter your name and email to download it.
