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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.
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.
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.
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.
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.
Mortgage Relief
Understand the ongoing costs of an existing mortgage and potential costs of a new mortgage.
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.
Identity Protection
Describe how stolen identity occurs and the financial impact to victims.
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.