Financial Knowledge Products (3)

   
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Financial Coaching

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Financial Education

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Financial Wellness

Product Description

Sometimes employees need help in a private setting, such as a financial issue they don't want to discuss in front of their peers. Our financial coaching program lets employees meet one-on-one, confidentially, with a CFP® professional to gain the knowledge they need to move forward with confidence. Sessions are education-based:... Show More

About this product

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Sometimes employees need help in a private setting, such as a financial issue they don't want to discuss in front of their peers. Our financial coaching program lets employees meet one-on-one, confidentially, with a CFP® professional to gain the knowledge they need to move forward with confidence. Sessions are education-based: we sell no products and have no hidden agendas. Coaching pairs well with our live and recorded courses, so employees can learn in a group and then get answers to their own questions. Spouses and family members are welcome.

Min. Group Size

-

Lives Serviced

1,000,000

Average Cost

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33 RFI Questions RFI questions

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13 Specific Questions Specific Questions tooltip

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Financial Knowledge Media

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Financial Knowledge video/presentation/materials Play
Financial Knowledge video/presentation/materials Play
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Financial Knowledge Info

Founded:

1989

Funding Summary:

None

Location:

San Jose, CA

Links:

Employees:

14
Founded in 1989, Financial Knowledge Network, LLC is an IACET Accredited Provider of conflict-free financial education for the workplace and a WBENC-certified women-owned business. Our curriculum has helped hundreds of thousands of employees at private employers and public-sector organizations, in the... Show More

About this vendor

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Founded in 1989, Financial Knowledge Network, LLC is an IACET Accredited Provider of conflict-free financial education for the workplace and a WBENC-certified women-owned business. Our curriculum has helped hundreds of thousands of employees at private employers and public-sector organizations, in the US and around the world, understand personal finance so they can make informed decisions with their money.

Our mission is to provide comprehensive financial education with complete objectivity, free of any conflicts of interest by the firm, its principals or its instructors. Education is all we do. We are not affiliated with any products or services, we give no financial advice, and we have no hidden agendas.

Our curriculum includes more than 50 courses on financial management, investing, tax planning, retirement planning, real estate, stock plans, estate planning, kids and college funding, and benefits. Courses are taught by CFP® professionals and delivered onsite, by live webcast or as recorded on-demand classes, alongside 1:1 financial coaching sessions. Spouses and family members are welcome.

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