Why Choose Financial Knowledge
We’re not just another financial education provider—we’re your strategic partner in fostering a financially savvy workforce. With over 35 years of delivering objective, conflict-free education, we specialize in creating tailored financial wellness programs that meet your organization’s unique needs. Our accredited courses and seasoned instructors don’t just inform—they inspire action, driving engagement and boosting productivity across your team. Here’s why top organizations trust us to elevate their workplace financial health.
Our Legacy of Impact
With a track record spanning over three decades, we’ve covered more than 300 financial subjects, delivering over 30,000 classes. We offer a wide array of over 50 course topics, each customizable to align with your organization’s specific objectives and employee needs. We’re committed to making financial education relevant, accessible, and most importantly—impactful.
What Makes us Different
Tailored Financial Learning
Our approach isn’t one-size-fits-all. We understand that each organization—and each employee—is unique. That’s why we offer specialized courses that resonate with diverse groups, including women, LGBTQ+ couples, and Black employees. And we do it all without hidden agendas or sales pitches—just straightforward, meaningful education that empowers your team.
Accreditation and Recognition
Financial Knowledge is the only firm in our field accredited by the International Accreditors for Continuing Education and Training (IACET). We’re also proudly certified as a Women-Owned Small Business by the Women’s Business Enterprise National Council (WBENC). These distinctions reflect our commitment to excellence and our drive to deliver educational experiences that matter.
Instructors Who Connect
Our instructors aren’t just knowledgeable—they’re relatable. Each one is a CFP® professional with over 10 years of industry experience. CFP® professionals stand apart as the gold standard, providing expert guidance shaped by years of specialized training and ethical dedication. Their engaging teaching style turns complex financial concepts into practical, actionable insights, making learning not just informative, but enjoyable.
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
The numbers don’t lie: Financial stress is a major drain on productivity, costing companies over $40 billion in 2022 alone. With 77% of workers recognizing financial wellness programs as a critical benefit, it’s clear that investing in your employees’ financial health is not just a perk—it’s a necessity.
Our Comprehensive Services
We offer a range of formats to meet your workforce where they are:
- Professional-Led Courses: Whether onsite or webcast, these interactive sessions help employees dive into practical financial strategies and make informed decisions that align with their personal goals. .
- Recorded Courses: Perfect for self-paced learning, these courses offer flexibility while providing comprehensive content.
- Financial Coaching: Personalized sessions with our CFP® professionals provide one-on-one attention, available virtually or on campus, to address specific financial concerns and goals.
Our Proven Approach
Our adherence to IACET standards ensures that every aspect of our educational programs—from content creation to outcome assessment—meets the highest benchmarks for quality and effectiveness. This rigorous approach guarantees that your employees gain the skills and confidence needed to make informed financial decisions.
Measurable Outcomes, Lasting Impact
Our programs don’t just educate—they drive change. Participants report positive behavior shifts such as increased savings, higher retirement plan contributions, and greater financial security. From setting up wills to purchasing homes, our courses help employees take meaningful steps toward their financial goals.
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: Set up a call to discuss feedback and pilot program turnout, making any necessary adjustments for maximum impact.
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.
