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.

Estate Planning

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

Developing A Business Plan

Understanding the importance of a business plan.

Debt Management

Build and apply an action plan for paying off and eliminating debt.

Credit Scores And Reports

Better understand the importance of credit, how to monitor their credit, and how to improve and maintain credit.

Credit Cards

Describe how credit cards work and their benefits.

Creating A Budget

Identify income streams and expenses.

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.

Car Loans

Describe the steps needed to apply for a car loan.

Buying a Home

Understand the steps to buying a home.

Benefits of a Credit Union

Compare the services and products provided by credit unions and banks.

529 Plans

Describe the purpose of 529 plans.

401(K) Plans

Understand the process of funding a 401K plan, limits, and tax-savings.

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.

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Budgeting for Families

Learn more about how you can create budgeting solutions for you and your family.

Paying Your Student Loans

Education is an investment in yourself but can come at a high cost. Learn the basics of student loan debt and find guidance on how to pay off your loans.

Budget Hacks: The College Edition

Explore some best practices and hacks for how to navigate the student experience on a budget.

Preparing for Graduation

Learn what financial goals to think about as you prepare to graduate.