EVERFI Achieve is an interactive, mobile-first financial education solution that allows your institution to deliver personalized financial education to your consumers wherever they are.
Here you’ll find resources to help you maximize the impact of your consumer financial education program. All materials available here are an exclusive benefit for current EVERFI partners.
Essential Resources
Seasonal Marketing Calendar
Use this calendar as a guide to build out your own marketing campaigns throughout the year. We've highlighted the key topical themes and cause dates each month, which are excellent opportunities for you to reach your audience.
Reporting Center User Guide (Financial Education)
The Reporting Center provides your organization with on-demand access to EVERFI program activity and user engagement. Learn how to review data to maximize the impact of your financial education program.
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Achieve Implementation Guide
Get started planning for your Achieve program launch. In this guide you can find a sample landing page, learn about custom moments, and incorporate implementation best practices.
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Achieve Curriculum Guide
EVERFI Achieve is an interactive, mobile-first financial education solution that allows your institution to deliver personalized financial education to your consumers wherever they are.
Marketing Achieve
Achieve Marketing Launch Guide
A four step plan and suite of resources to help you execute a successful launch of your financial education program.
Achieve Content Marketing Library
Explore a library of marketing assets for each individual Achieve learning topic, including promotional copy, social media posts, and imagery. View the entire library »
Building Emergency Savings
Gain knowledge, frameworks, and confidence to develop and implement an emergency savings strategy.
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Family Conversations About Money
Discover appropriate conversations about money that can include children, partners....
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Identity Protection
Describe how stolen identity occurs and the financial impact to victims.
Tech Support
IT FAQs
This FAQ will help you and your IT department answer some of the more common questions we receive as institutions implement EverFi online courses.