Financial Knowledge courses cover ten broad course categories: employee benefits, estate planning, financial management, investments, kids and college funding, portfolio management, real estate, retirement, stock plans, and taxes.
Within these course categories, specific course topics can be found.
The Financial Knowledge course menu includes over 40 courses that have been designed exclusively to meet employees' ever-changing financial education needs. See individual course descriptions to determine which courses would best meet your employees' financial education needs.
Many employer organizations find the Popular Series Courses best meet their needs (i.e. Young Career Series, Mid Career Series, Retirement Series, Employee Series, Family Series, Executive Series, etc.) Courses that are included in each series can be seen below.
Financial Knowledge also develops customized courses that integrate company specific plan documentation, pension, and benefits information.
Contact us and let us know how we can help your organization.
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