2021 Financial Literacy Month Toolkit: Achieve

This year, Financial Literacy Month has new meaning as millions of Americans struggle with the financial impacts of the pandemic. This marketing toolkit includes templates to help you promote your adult financial education program.

Achieve for K12 Marketing Toolkit

This toolkit features marketing and communications templates to help you promote the Achieve for K12 content to your employees, your consumers, and the broader communities you serve.

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.

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 financial cause dates each month, which are excellent opportunities for you to reach your audience

Financial Wellness in Uncertain Times

Tools to help you empower consumers with critical knowledge around Planning, Budgeting, and Savings during this time of uncertainty.

Financial Resolutions

The start of a new year is a popular time for consumers to set new goals. Use the resources in this toolkit to help your members and consumers make their financial resolutions and establish a plan to stay on track throughout the year.

Achieve Content Marketing Library

Explore a library of marketing assets for each individual Achieve learning topic, including promotional copy, social media posts, and imagery.

Achieve Social Media Tiles

Drive program awareness with these templated social media images.

Achieve Social Media Messaging

Customizable social messages to communicate the launch of your financial education program and drive general audience awareness.

World Savings Day Toolkit

Promote your financial education program while providing just-in-time, relevant education to your consumers or employees.

Small Business Saturday Toolkit

Use this toolkit of resources to help you execute a successful campaign to promote your small business financial education program.

Holiday Spending Toolkit

The templates and recommendations in this toolkit will help you to educate your consumers so they can worry less and celebrate more this season.

Get Smart About Credit Day Toolkit

Promote your financial education program while providing just-in-time, relevant education to your consumers or employees.

FAFSA Day Toolkit

Promote your financial education program while providing just-in-time, relevant education to your consumers or employees.

Achieve Employee Email Announcement

Use this template to build program awareness, adoption, advocacy and engagement within your organization.

Achieve Curriculum Guide

An overview of the learning objectives addressed in each content area.

Achieve Program Launch Guide

A Step-by-Step Handbook For Building, Launching, and Promoting Your Financial Education Program.

Wealth Transfer

Learn more about the ways wealth can be transferred.

Understanding Your Student Loan

Student loans are designed to help students pay for higher education. Learn more about the different types of student loans, important student loan terms and student loan repayment options.

Healthy Financial Habits

Learn more about how you can develop healthy financial habits needed for financial well-being.

Annuities

Understand what an annuity is and its role in retirement planning.

Reporting Elder Financial Abuse

Learn what steps to take to report suspected elder financial abuse.

Preventing Elder Financial Abuse

Learn about the benefits of planning for financial caregiving and what you need to get started.

Planning For A Financial Caregiver

Learn about the benefits of planning for financial caregiving and what you need to get started.

Expectations Of A Financial Caregiver

Understand the emotional, physical, and mental traits needed to be a financial caregiver.

Becoming A Financial Caregiver

Recognize expectations, procedures, and documents in becoming a caregiver.

When To Collect Social Security

Identify the significance of Social Security to their financial goals.

Taxes: The Basics

Define taxes and explain how they’re used and why they’re important.

Sustainable Investing

Explore how to use sustainable investing to support the causes that are important to you while building a financial portfolio.

Small Business Financial Statements

Identify the importance of business financial statements

Small Business Banking Services

Identify the banking services commonly available to a small business.

Shopping For Insurance

Evaluate personal insurance needs.

Savings Accounts

Classify traditional saving vehicles/types as related to reaching short- and long- term personal goals.

Reverse Mortgages

Understand how reverse mortgages work and the different types of reverse mortgages.

Preventing Overdraft Fees

Evaluate products and programs to manage checking accounts to avoid overdraft charges.

Prepaid Cards

Explore the purpose of estate planning and how it may be used to secure your future.

Planning For Retirement

Understand their retirement savings choices.

Paying For College

Understand different ways to pay for college.

Mortgages

Define mortgages and explain how they are used.

Mortgage Relief

Understand the ongoing costs of an existing mortgage and potential costs of a new mortgage.

Mobile And Online Banking

Explain how to use online and mobile banking.

Mindful Living

Learn about the fundamentals, benefits, and strategies you can use to practice mindful living.

Individual Retirement Accounts (IRAs)

Describe the purpose and features of Traditional and Roth IRAs.

Investment Property

Understand the reasons why property investment can be beneficial.

Identity Protection

Describe how stolen identity occurs and the financial impact to victims.

How Businesses Use Credit

Explore why and how small businesses use credit

How Businesses Obtain Credit

Learn how small businesses build and maintain credit.

Health Savings Accounts

Define common terms associated with Health Savings Accounts.

FIRE Lifestyle

Describe the FIRE Lifestyle and how it can lead to financial independence and early retirement.

Family Conversations About Money

Discover appropriate conversations about money that can include children, partners, grandparents, and extended family.

Explore more

Wealth Transfer

Learn more about the ways wealth can be transferred.

Understanding Your Student Loan

Student loans are designed to help students pay for higher education. Learn more about the different types of student loans, important student loan terms and student loan repayment options.

Healthy Financial Habits

Learn more about how you can develop healthy financial habits needed for financial well-being.

Annuities

Understand what an annuity is and its role in retirement planning.