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
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Verified contacts
8
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
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0
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Monthly traffic
86
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DM
Darcy McLarty
Director of Programs · General Business & Management
EmailPhone - LB
Lori Barrett
Client Relations and Operations · Operations
EmailPhone - LW
Louise Wen
Lead Instructor and Coach · Education
EmailPhone - MB
Michelle Bailey
Accounting Assistant · Finance & Accounting
EmailPhone - TB
Trevor Barrett
Production Manager · Operations
EmailPhone - JS
Jeff Stein
Instructor Financial Educator · Education
EmailPhone - MK
Michele Krone
Accounting Payroll Specialist · Finance & Accounting
EmailPhone - KK
Kent Kitchel
Corporate Financial Instructor · Other
EmailPhone
Showing 8 of 8 verified contacts
Top roles at Financial Knowledge
8 distinct titles indexed · top 8 shown.
- 1accounting assistant
- 1accounting payroll specialist
- 1client relations and operations
- 1corporate financial instructor
- 1director of programs
- 1instructor financial educator
- 1lead instructor and coach
- 1production manager
Sign up to unlock all 8 contacts at Financial Knowledge
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