Financial Knowledge

Get Full Access

Description

  • Financial Knowledge is the nation's only accredited provider of conflict-free financial education 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 Association 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
  • location

    Headquarters:Po Box 1924 , Cupertino, California, United States

    More
  • Financial Knowledge phone

    Phone Number: +1 408-414-5050

  • Financial Knowledge website

    Website: https://www.financialknowledge.com

  • Financial Knowledge employees

    Employees:12

  • Financial Knowledge revenue

    Revenue:$1 - 10M

  • Financial Knowledge legal name

    Legal Name:Financial Knowledge

  • Financial Knowledge's Social Media

    Financial Knowledge linkedin Financial Knowledge facebook
  • done Is this data correct?
  • |  NAICS Code: 519120  |

    Show More
Person level website identification

Director Of Programs for Financial Knowledge

Darcy Mclarty

Director Of Programs

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Darcy Mclarty

Director Of Programs

Jonnie Treese

Business Manager

Trevor Barrett

Production Manager

Frequently Asked Questions regarding Financial Knowledge

  • Where are Financial Knowledge's Headquarters?

    Financial Knowledge's Headquarters are in Po Box 1924 ,Cupertino,California,United States

  • What is Financial Knowledge's phone number?

    Financial Knowledge's phone number is +1 408-414-5050

  • What is Financial Knowledge's official website?

    Financial Knowledge's official website is https://www.financialknowledge.com

  • What is Financial Knowledge's Revenue?

    Financial Knowledge's revenue is $1 - 10M

  • What is Financial Knowledge's NAICS code?

    Financial Knowledge's NAICS code is 519120

  • How many employees are working in Financial Knowledge

    Financial Knowledge has 12 employees

  • What is Financial Knowledge's Industry?

    Financial Knowledge is in the industry of Financial Services

  • Who is Financial Knowledge's Director Of Programs?

    Financial Knowledge's Director Of Programs is Darcy Mclarty

Company Directory