Financial Wellness
Starts With Education
Empower your team with engaging live courses, on‑demand recordings, and 1:1 coaching from CERTIFIED FINANCIAL PLANNER® professionals—trusted by startups to retirement systems and the Fortune 10 alike.
Years offering instructor-led courses
Financial topics covered
Classes taught to date
Ready-made courses to choose from or tailor to your needs
Why Financial Knowledge
Belongs in the Workplace
Why LIVE Money
Education Matters
In an AI-driven world, discover the unmatched benefits of real-time, tailored financial education that boosts productivity and slays money-related stress.
Educate Your Employees
Onsite or Online
Financial Knowledge is an
IACET accredited provider
CFP® Professional-Led Courses
Being taught by a CERTIFIED FINANCIAL PLANNER® professional means you're learning from the gold standard in financial expertise, with rigorous training and a commitment to your best interest.
Onsite Courses
Our instructors foster an engaging learning community where participants share and create their financial wellness plan and future.
Webcast Courses
Webcast courses provide an interactive experience for participants who work remotely, travel frequently, or prefer learning online.
Recorded Courses
Self-paced and easily accessible, our recorded classes deliver the same comprehensive content as our webcast courses, all at the participant's convenience.
Financial Coaching Sessions
Financial coaching sessions provide employees with individualized attention from an experienced financial educator in the manner that suits them best, either virtually or on campus.
Fiduciary Protection
Globally Relevant Curriculum
Customizable
Automated Registration System
Promotional Support
Course Workbooks with Additional Resources
Needs Analysis Questionaire
Turn-key Learning Solutions
Certified Woman-Owned Small Business
50+ Courses Led by
Expert Instructors
Our instructors, with over 20 years of experience and CFP® designations, address your employees' financial concerns with diverse courses.
A Personal Approach
to Financial Education
Our courses, free of hidden agendas and sales pitches, can be tailored to specific employee groups, including women, members of the LGBTQ+ community, employees of various racial backgrounds, and more.
Why Choose Us
Programs for a
Healthier Workforce
We provide comprehensive, customizable financial wellness programs that reduce stress and enhance productivity.
Real programs for real life
Our comprehensive, educational programs help reduce employees’ financial stress, making them happier, more productive workers. Onsite or online, our approach is holistic, conflict-free, and accredited.
Diverse Topics
Recent studies have shown that over half of the workforce are financially stressed. Our content spans a vast array of topics and 50+ courses that are continually updated and completely customizable—providing the guidance your employees are looking for.
Customization
With over 50 classes to choose from, we’re confident we can meet most needs—but if you’re looking for something more tailored, we’re ready to tackle it. Many of our classes are already customizable by default and, if you need a completely new course or a special program designed just for your team, we’ll gladly make it happen.
Tools Included
Our in-depth course materials taught by certified financial instructors provide a learning format that’s immersive and inviting. Plus, our first-class customer service and needs analysis make the process simple from start to finish.
What Our Students Are Saying
Real reviews from past students about the impact of our programs.
Great content and fantastic presentation. Instructor was very knowledgeable and engaging. Able to deliver content in a relatable manner. Great job!
Genentech Employee
Real reviews from our students. Photos are for illustrative purposes only.
Your Monthly Roadmap for Year-Round Success
Enhance your team's financial wellness with our expertly curated Financial Knowledge Planner. Leveraging over 35 years of experience, this invaluable resource offers a month-by-month guide to financial education that resonates with employees and delivers real results.
Enter your name and email address below to download our free monthly planner.
