About Financial Knowledge
Financial Knowledge is the nation's only accredited provider of conflict-free financial education for the workplace. Our comprehensive course curriculum has helped thousands of employees better understand the many facets of personal finance so that they can make informed decisions with their money.
Financial Knowledge has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET). In obtaining this accreditation, Financial Knowledge has demonstrated that it complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of the Authorized Provider status, Financial Knowledge is authorized to offer IACET CEUs for programs that qualify under the ANSI/IACET Standard.
In addition, Financial Knowledge is 100% woman owned. Our WBENC (Women's Business Enterprise National Council) certification helps our clients meet supplier diversity requirements.
The Financial Knowledge mission is to provide comprehensive financial education with complete objectivity- absent of any conflicts of interest by the firm, its principals, or its instructors. As a neutral third party, Financial Knowledge enables employees to make informed decisions, while insulating organizations from potential complaints or lawsuits that may arise from advice and product sales providers.
Education is all we do! We are not affiliated with any products or services and we have no hidden agendas. Our curriculum includes a menu of over 60 courses in the areas of financial management, investing, tax planning, retirement planning, tax planning, real estate, stock plans, estate planning, kids and college funding, and benefits.
Our services include:
-Live onsite courses
-Webcast courses
-One-on-one education sessions
-Recorded classes
-Help via email
|
|
|
11-50 employees
View all Financial Knowledge employees
|
|
Financial Services
|
|
PO Box 1924, Cupertino, CA 95015, US
|
|
1989
|
|
Financial Education, Personal Finance Education, Accredited Financial Education, Employee Benefits Communication
|
Financial Knowledge Alternatives
Frequently Asked Questions about Financial Knowledge
The decision makers in Financial Knowledge are Bob Ericson, Darcy Mclarty, George Andrea, etc. Click to Find Financial Knowledge decision makers emails.
Financial Knowledge provides a comprehensive range of financial education courses tailored for the workplace. Our curriculum includes topics such as personal finance management, retirement planning, investment strategies, debt management, and employee benefits communication. Each course is designed to enhance employees' financial literacy and empower them to make informed financial decisions.
As the nation's only accredited provider of conflict-free financial education, Financial Knowledge adheres to strict guidelines that prevent any conflicts of interest. Our courses are designed to provide unbiased information without promoting specific financial products or services. This ensures that employees receive objective education that prioritizes their financial well-being.
Financial Knowledge's services are designed for organizations looking to enhance their employee benefits offerings. Our financial education programs are beneficial for employees at all levels, from entry-level to management. Companies in various industries, including healthcare, technology, and manufacturing, have successfully implemented our programs to improve employee financial literacy and overall job satisfaction.
Yes, Financial Knowledge offers customizable financial education courses that can be tailored to meet the unique needs of different industries. We understand that various sectors may have specific financial challenges and requirements, and our team works closely with organizations to develop relevant content that addresses those needs effectively.
Our financial education courses are available in various formats to accommodate different learning preferences. We offer in-person workshops, virtual webinars, and self-paced online courses. This flexibility allows organizations to choose the delivery method that best suits their employees' schedules and learning styles, ensuring maximum engagement and retention of information.
Organizations interested in implementing Financial Knowledge's financial education programs can start by visiting our website and filling out the contact form. Our team will reach out to discuss your organization's specific needs, provide information about our course offerings, and help you develop a tailored financial education strategy that aligns with your employee benefits goals.
Financial Knowledge Staff Directory
Search Financial Knowledge Staff Directory
Find accurate personal emails, work emails and phone numbers for employees
Supercharge your
Prospecting &
Outreach with
ContactOut
Supercharge your Prospecting &
Outreach with ContactOut
Find countless prospects outside of LinkedIn fast
Accelerate prospecting with instant access to 350M professionals from 40M companies with the right contact details.
