About Us
At Financial Knowledge, we’re not just teaching finance—we’re reshaping how it’s understood. Founded to offer financial education with absolute transparency, we operate with one mission: empowering individuals and organizations with the tools to achieve true financial well-being. There are no sales pitches here—just pure, conflict-free education designed to make a real impact.
Our Impact
For over 35 years, we’ve been a trusted partner in financial education, delivering over 30,000 classes that cover more than 300 financial topics. We’re not about one-size-fits-all solutions—our courses are as diverse as the people we serve. With 50+ course offerings, each program can be tailored to meet the unique needs of your organization.
What Sets Us Apart
Personalized Financial Education
At Financial Knowledge, education isn’t just a checkbox; it’s a conversation. We’re committed to delivering relevant, supportive education that speaks to every participant, including women, LGBTQ+ couples, Black employees, and more. Our approach is transparent, with no hidden agendas and no unnecessary complexity—just education that works.
Accredited and Recognized
We’re proud to be the only financial education firm accredited by the International Accreditors for Continuing Education and Training (IACET), ensuring that our programs meet the highest standards. As a Women-Owned Small Business recognized by the Women’s Business Enterprise National Council (WBENC), we bring excellence and diversity to everything we do.
Exceptional Instructors
Our instructors aren’t just experts—they’re storytellers. Each one is a CFP® professional and brings over a decade of experience to the table. Their engaging, down-to-earth teaching style ensures that every class isn’t just informative—it’s memorable.
Why Financial Knowledge Matters in the Workplace
Financial stress isn’t just a personal issue; it’s a workplace challenge. With employee financial stress costing companies over $40 billion in lost productivity in 2022 alone, the need for financial wellness programs is clear. 77% of workers view these programs as essential, and for good reason—financial stress directly impacts productivity. By integrating Financial Knowledge into your workplace, you’re not just offering a benefit—you’re making a smart investment in your employees’ well-being.
At Financial Knowledge, we’re here to transform financial education from a chore into a powerful tool for change. Our commitment to objectivity, our top-tier instructors, and our tailored solutions mean that every employee leaves our courses with the skills and confidence to thrive financially. Partner with us to make a lasting, positive impact on your organization and its people—because when your employees succeed, so does your company.
Providing conflict-free, accredited financial education in the workplace
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.
