Financial Knowledge

6980 Santa Teresa Blvd. Suite 203
San Jose, CA 95119

About Financial Knowledge

Financial Knowledge is the nation's only accredited provider of conflict-free financial education and coaching for the workplace. Watch our intro here: https://youtu.be/7f9S8CaBLpw 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.

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

Competitors of Financial Knowledge

ESI Employee Assistance Group EAP

ESI Employee Assistance Group EAP

ESI Employee Assistance Group delivers extensive EAP benefits and services for you and your employees to meet the challenges of today’s workplace, including thousands of online Trainings, Peak Performance Coaching, and a robust online Self-Help Resource Center. We’re proud of our superior... Read More

Connor & Gallagher OneSource (CGO)

Connor & Gallagher OneSource (CGO)

Named the 2023 Agency of the Year by the IIA (Independent Insurance Agents of Illinois). Connor & Gallagher OneSource (CGO) is an independent insurance broker established in 1997. We are based in Illinois but serve companies and their employees across 46 states. CGO partners with organizations... Read More

ShareBuilder 401k

ShareBuilder 401k

ShareBuilder 401k is here to help businesses and their employees save more of their money for retirement. ShareBuilder 401k brings together leading online and offline technologies with a low cost, index-based approach to investing. Our 401(k) plans are supported with fully licensed 401(k)... Read More

Products by Financial Knowledge

By Financial Knowledge

Getting started with on-site classes is a simple process. First, select from our course offerings. You may opt to do a free needs assessment if you’re unsure. Invite your employees to register online. Last, get ready to learn! Our instructors engage and interact with employees in a classroom... Read more »

By Financial Knowledge

Connect from anywhere in the world and gain essential financial information conveniently. Learn how to plan for your financial future. Join conversations and interact with our live instructor for real-time answers and guidance. Check out our 50+ topics! Read more »

By Financial Knowledge

Financial Knowledge offers financial coaching your employees can trust. Our instructors have no affiliations with financial products or services so your employees are guaranteed pure, unbiased guidance. Onsite and virtual sessions can be scheduled around the clock using our registration system... Read more »

Content by Financial Knowledge

Financial Wellness Starts with Education

Financial Wellness Starts with Education

Financial Wellness Starts with Education

By Financial Knowledge

Information on Financial Knowledge services
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Financial Knowledge: Financial Coaching Sessions

Financial Knowledge: Financial Coaching Sessions

Financial Knowledge: Financial Coaching Sessions

By Financial Knowledge

Information about financial coaching with Financial Knowledge
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