Financial Knowledge

Financial Knowledge

Financial Services Cupertino, California, United States 15 employees
Employees
15

Financial Knowledge Overview

Headquarters
Cupertino, California, United States
Industry
Financial Services
Employees
15
Founded
1989
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Financial Knowledge

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

Financial Knowledge Contact Details

People in AeroLeads
3

Financial Knowledge Org Chart

Sample employees and titles
Name Title Contact
Knowledge Financial Group Financial Professionals @ Knowledge
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Akeiva M. Ellis, Msfp, Cpa/pfs, Cfp®, Chsnc® Financial Educator & Speaker - Helping
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Amir Ahmed Financial Analyst at Financial
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Employees by Management Level

Individual contributor 8 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 4 4 0
Sales 2 2 1

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