Educate Bank and Credit Union Employees.
iKnowFi Academy equips bank and credit union employees with essential financial literacy skills, enabling them to better understand products, confidently assist customers, and enhance overall client experience, which promotes professional growth and strengthens the institution's long-term success.
Enhance Financial Advisors and Planners Knowledge.
iKnowFi Academy enhances financial advisors' literacy, equipping them to navigate complex financial situations, deliver sound advice, and improve client satisfaction and trust, while also boosting their confidence, expertise, and effectiveness for stronger client relationships and outcomes.
Drive Insurance Agent Success.
iKnowFi Academy enhances insurance agents' financial literacy, enabling them to clearly explain complex products, assess clients' needs, and provide precise guidance, which improves service quality, strengthens client trust, and drives both their success and the organization's success.
Empower Credit Counselors and Debt Advisors.
iKnowFi Academy equips credit counselors and debt advisors with the financial literacy needed to handle complex debt situations, offer sound counseling, and empower clients, thereby enhancing their effectiveness, professional development, and improving client outcomes and satisfaction.
Ignite Other Financial Pros.
iKnowFi Academy provides comprehensive financial literacy training, empowering financial professionals to excel in managing portfolios, advising on mortgages, or assisting with retirement planning, thereby enhancing client service and career success, while creating a more knowledgeable, confident, and effective workforce for your organization’s future success.
How iKnowFi Academy Works for Financial Professionals.
iKnowFi Academy’s Tools for Mentors and Supervisors.
iKnowFi Academy’s design brings ease-of-use, intuitive design and robust performance measurement tools to human resources professionals and the mentors and supervisors that manage your employees.
Content
Turnkey Learning Experience.
iKnowFi Academy offers a complete, ready-to-use financial literacy course to help employees develop essential money management skills. With minimal setup, the platform features engaging articles, videos, quizzes, and calculators. Employees follow structured learning paths and can get started quickly with easy onboarding.
Technology
24/7 Accessibility & Flexibility.
iKnowFi Academy's learning management system ensures a seamless experience across all devices, allowing your employee to learn anytime, anywhere. Continuous updates keep the curriculum current and relevant. Our integrated A.I. assistant, Professor Pennyworth, is available around the clock to answer your employee's questions, enabling them to progress at their own pace.
Reporting and Analytics
Tracking of Your Employee's Progress.
Stay informed about your employee's progress with real-time monitoring and detailed reports. iKnowFi Academy provides insights into your employee's strengths and areas for improvement, helping you ensure that they are meeting their educational goals. Make informed decisions to support your employee's financial education journey and help them achieve success.
Who is iKnowFi Academy For?
