Est. 198937 years of workplace financial education
Financial wellness starts with real education.
Live courses, on-demand recordings and 1:1 coaching taught by CERTIFIED FINANCIAL PLANNER® professionals. No products, no sales pitches.
- IACET accredited
- WBENC woman-owned
- Conflict-free
Financial wellness was in our classrooms long before it was an app.
Programs built for the way your organization works
Employers
HR, benefits and L&D teams
Courses on stock plans, retirement, taxes and benefits, tailored to your plan documents and employee groups, including ERG sessions.
See employer programs →Public sector
Agencies, schools and retirement systems
Pensions, 457(b) and 403(b) plans, debt and budgeting, delivered by live webinar to every office and shift. Featured: the Employees Retirement System of Texas webinar series.
See public sector programs →50+ courses, led by CFP® professionals
Pick from the catalog or have us tailor a course to your workforce.
NewJust added to the catalog
See all new courses →How it works
- 1
Tell us about your people
A short needs analysis covers your benefits, locations and what employees are asking about.
- 2
Get a tailored program
One webinar or a year-long series, with registration, promotion and workbooks handled for you.
- 3
Learn live, then on demand
Employees ask a CFP® professional their real questions, and recordings cover anyone who missed it.
Why live education
Real questions, answered by a real CFP® professional
In an AI-driven world, nothing replaces a live instructor who can read the room and answer the question an employee was afraid to ask. Hear why from CFP® professional Akeiva M. Ellis, our content developer and instructor.
Watch the videoWhat attendees say
From course evaluations at Fortune 500 technology, biotechnology and financial software companies and public retirement systems.
“Best financial planning class I have ever taken. Packed with useful info.”
“This was eye opening and I have not even considered long term health care during retirement.”
“The instructor is absolutely excellent! I've taken another class from her on a different topic that was excellent as well!”
“Thank you! Well done - good and helpful information, presentation, and engagement.”
- “Presenter's energy level was off the charts! Very engaging.” — Attendee, global biotechnology company
- “Very affable and knowledgeable instructor, kept course lively and informative.” — Attendee, Fortune 500 technology company
- “Absolutely excellent class! Thank you!” — Member, public retirement system
- “Great ENERGY!” — Attendee, Fortune 500 technology company
As heard on ERS Money Talks
The webinar series getting Texas state employees' attention
CFP® professional Akeiva Ellis on the Employees Retirement System of Texas webinar series presented by Financial Knowledge.
Try a class on us.
A complimentary pilot session for your team. No obligation, just insight.
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.
