Live and online
Instructor-led courses are offered onsite or by webcast.
Financial Knowledge
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About Financial Knowledge
In San Jose, Financial Knowledge provides workplace financial education and wellness programs for employers. Offerings include live instructor-led courses, online webcasts, recorded classes, and individual financial coaching, delivered onsite, virtually, or through self-paced recordings. CFP® professionals lead the courses, which cover more than 300 financial topics across over 50 ready-made or customizable courses. Programs can be tailored to employee groups and include course workbooks, needs analysis, registration support, and promotional materials. Financial coaching is available virtually or on campus. The company describes its curriculum as globally relevant and its education as conflict-free, with no sales pitches. Its programs are designed for employee groups at organizations ranging from startups to larger employers and retirement systems.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Recorded classes
Employees can access self-paced course recordings.
Individual coaching
Financial coaching is available virtually or on campus.
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