Learn more about how you can create budgeting solutions for you and your family.
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.
Estate Planning
Explore the purpose of estate planning and how it may be used to secure your future.
Credit Scores And Reports
Better understand the importance of credit, how to monitor their credit, and how to improve and maintain credit.
Considering Homeownership
Assess whether they should rent or buy a home now or in the near future.
Checking Accounts
Understand the purpose of checking accounts compared to other account options.
Certificates Of Deposit (CDs)
Understand the process of funding a CD, limits, and tax-savings.
Benefits of a Credit Union
Compare the services and products provided by credit unions and banks.
Achieve Marketing Launch Guide
A four step plan and suite of resources to help you execute a successful launch of your financial education program.
Social Media Copy
Turnkey posts to promote your program on the most popular platforms including Facebook, LinkedIn, Instagram, and Twitter.
Social Images
Turnkey graphics to promote your program on the most popular platforms including Facebook, LinkedIn, Instagram, and Twitter.
Financial Literacy Month – Digital Signage
For offices and branch locations with digital signage opportunities, we offer templates to get your message up on the big screen as well.
Financial Literacy Month – Adult Education
A suite of design assets that empower your institution to run effective Financial Literacy Month campaigns to adult learners and consumers.
Poster
This Financial Literacy Month, put this attention-grabbing signage on display in your offices and branch locations to keep your program top of mind.
Postcard/Mailer
Send out these postcards to give your customers a timely reminder about Financial Literacy Month and all the resources you offer.
Community First Credit Union
CFCU offers a reward to individuals who complete modules—a branded insulated cup or similar giveaway. To date, 7,650 CFCU members have completed at least one education module, and more than 1,600 have completed two or more modules.
Achieve
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.
Building Emergency Savings
Gain knowledge, frameworks, and confidence to develop and implement an emergency savings strategy.