Online Training for Large/Small Business and Sole Proprietors

Financial Literacy and Retirement Planning

  • Training is accessible and can be launched on any SCORM-compliant Learning Manangement System (LMS).
  • Content is updated as needed to reflect changes in tax laws, investment rates of return, and employer-sponsored retirement plans — 401(k), SEP IRA, and others.
  • We provide licenses to our commercial off-the-shelf (COTS) training materials.

Critical financial skills taught by professionals

  • Tax benefits of retirement plans — 401(k), IRA, Roth IRA, and Roth 401(k)
  • Money management and cash flow
  • Budgeting to manage spending
  • Managing credit and debt
  • How to invest and allocate investments for short-, intermediate-, and long-term goals
  • Child education
  • Estate and elder care planning
  • Tax planning strategies
  • Social security and Medicare
  • Stealth taxes
  • Retirement account withdrawals
  • Safe retirement spending rate
  • Ways to bequeath assets efficiently to heirs
Large/Small Business Online Courses
Be Money Smart Take Charge Now
  • 225 — for all workers
Tax-Smart Retirement Saving and Financial Planning
  • 203 — for Early-Career Employees
  • 202 — for Mid-Career Employees
  • 201 — for Late-Career Employees
Ready to Retire? Tax-Smart Investment and Cash Flow Planning
  • 240 — for employees retiring in less than one year
Customized for Large and Small Businesses and Sole Proprietors
With these employer-sponsored retirement plans:
  • 401(k) plans for small to large for-profit organizations.
  • Individual 401(k) plans for sole proprietors or partners with no common-law employees (employees other than an owner, business partner, or shareholder of a corporation and their respective spouses.)
  • Simplified Employee Pension (SEP) IRAs for any business
  • SIMPLE IRAs for businesses with 100 or fewer employees
Adopt it and use it for employees. It’s a 24/7 way to educate employees on retirement and financial planning
The calculator that builds as the user progresses through the course is EXCELLENT.
Great course; great reference material. Appreciated the opportunity to have access to the information and work through my own specific situation on my own timelines (as opposed to getting all the info at once in a classroom setting and no time to work through my own situation).

Learn More About the Courses

Be Money Smart

Grow Savings

Plan Retirement

Sustainable — Always current
for tax laws, returns, plan rules

Self-paced elearning anytime, anywhere
— no need for seminars

Interested in a mobile training solution? Contact Us

Flexible Online Delivery

  • Internet-based
  • SCORM and 508 compliant
  • Deliver on any Learning Management System (LMS)


  • Purchase card or order
  • Through prime contractor partnerships
  • Contact us to get started

Company Info

Woman-owned small business (WOSB)
Duns #145199332 — CAGE #3ZQX7
NAICS codes:  611420, 511210, 541511, 541612, 611430, 611710, 518210