Our Instructors
Take a few moments to “meet” one of our instructors. Their expertise and passion for education is one of a kind.
We Change Business With Tailored
Financial Wellness
Programs
Our Expertise
50+ Financial
Courses Available
Our comprehensive, and customizableclasses cover 350+ topics for all
your employees, regardless of
age or stage of life.
In-Person and
Online Formats
We deliver courses on-campus,virtually, and in one-on-one
sessions to accommodate
every situation.
We're Educators,
Not Salespeople
Financial Knowledge does notaffiliate, endorse, or sell any
third party financial products
or services.
Only Provider of
Accredited Courses
As an IACET Authorized Provider,
Financial Knowledge offers CEUs
for its programs that qualify under
the ANSI/IACET Standard.
Testimonials
“I really never got the basics before
this course. I now understand how some of
the habits I've been doing or
not doing are affecting my goals.”
this course. I now understand how some of
the habits I've been doing or
not doing are affecting my goals.”
“I thought the instructor used very
relatable examples that were easy
for me to understand. I also like the
use of him asking us to reply to a general
question and how he stated glad you are
all here with me etc. This had me
feel more connected especially to a subject
which I'm am not well versed in.”
relatable examples that were easy
for me to understand. I also like the
use of him asking us to reply to a general
question and how he stated glad you are
all here with me etc. This had me
feel more connected especially to a subject
which I'm am not well versed in.”
“These classes are a wonderful resource
and the instructors are excellent at
explaining the concepts. Love the
real-world examples provided.”
and the instructors are excellent at
explaining the concepts. Love the
real-world examples provided.”
“The lecture and workbook are invaluable.
Instructor's Q & A is excellent.”
Instructor's Q & A is excellent.”
“Loved the instructor’s approach to taking
a few questions when they came in through
the chat box...he had tremendous mastery of the
subject....used a casual Q & A format effectively.
Really could have listened to him and
batted around some ideas for hours.”
a few questions when they came in through
the chat box...he had tremendous mastery of the
subject....used a casual Q & A format effectively.
Really could have listened to him and
batted around some ideas for hours.”
“Thank you for the wealth of knowledge,
I found this incredibly valuable.”
I found this incredibly valuable.”
I've been to like 5-10 Financial Knowledge classes
and they are always so helpful. Thank you!”
and they are always so helpful. Thank you!”
“Great teacher! Very clear explanation, and even
through a large webcast felt very personal
and informative. She did well with the questions!
Even when they were too specific to individuals,
she did well in trying to answer generally."
through a large webcast felt very personal
and informative. She did well with the questions!
Even when they were too specific to individuals,
she did well in trying to answer generally."
“...I just wanted to say that this is amazing. I’m very early in my career and am just beginning to have to worry about stocks, 401(k)s, and many other finance-related matters for the first time in my life. I did not know ANYTHING about any of this stuff, and it would always stress me out, but I have watched/attended so many webinars and Financial Knowledge has easily been the single most informative and impactful resource I may have ever used. I feel so much more confident about my financial situation now and it feels amazing. And now, for you to add this new course shows you really care. I applaud you...Looking forward to many more courses and continuing to learn!”
“This was powerfully helpful! Thank you!”
“Great presenter. Gave excellent tips.
Really got me energized about changing
my finances and getting organized.”
Really got me energized about changing
my finances and getting organized.”
“Excellent information and great use of
my time. Instructor really knows his stuff.”
my time. Instructor really knows his stuff.”
“Presenter was outstanding! Her level of knowledge,
engagement, and ability to relate to the audience
to explain the information and its importance to us
was wonderful. This was one of the best workshops
that I have attended! Thank you so much! And would you
kindly recognize the presenter for her excellent
presentation skills and knowledge?”
engagement, and ability to relate to the audience
to explain the information and its importance to us
was wonderful. This was one of the best workshops
that I have attended! Thank you so much! And would you
kindly recognize the presenter for her excellent
presentation skills and knowledge?”
“I have learned so much
through these financial classes.”
through these financial classes.”
About Financial Knowledge
We believe in directed action not just in providing education. Our measure of success is seen when an entire organization is fiscally healthier because employees are financially aware and activated. We strengthen employee financial know-how for powerful business outcomes.
Now Offering Courses in Canada
Financial Knowledge is now offering courses for Canadian employees and they are available in both English and French. Please contact us for more information.
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.