Financial Knowledge

Financial Knowledge

Financial Services

Cupertino, CA 414 followers

Established in 1989, Financial Knowledge is Silicon Valley's go to provider of conflict-free financial education.

About us

Financial Knowledge is the nation's only accredited provider of conflict-free financial education and coaching 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 Accreditors 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

Industry
Financial Services
Company size
11-50 employees
Headquarters
Cupertino, CA
Type
Privately Held
Founded
1989
Specialties
Financial Education, Employee Benefits Communication, Personal Finance Education, and Accredited Financial Education

Locations

Employees at Financial Knowledge

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