Includes communications templates designed to help you promote your program during Financial Literacy Month to your employees, consumers, and the broader communities you serve.
Technical Integrations
Explore add-ons for integrating your Achieve program with other systems
Best Practices
Learn best practices for running a successful program and maximizing your impact
Prepare for Launch
Prepare for a successful launch by formulating your marketing and communications strategy and preparing your supporting materials
2024 Financial Capability Month Toolkit: K12
Includes communications templates designed to help you promote your program during Financial Literacy Month to your employees, consumers, and the broader communities you serve.
2023 Financial Capability Month: Resources for New Customers
Includes communications templates designed to help you promote your program during Financial Literacy Month to your employees, consumers, and the broader communities you serve.
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.
2024 Financial Capability Month Toolkit: Achieve
According to a recent FINRA article, only 34% of Americans can answer at least four of five basic financial literacy questions on topics such as mortgages, interest rates, inflation and risk.
Launching a Program Incentive Campaign
Incentives can be a great way to launch your program, increase usage and engage the entire company around the importance of the program
Engage Workshops Marketing Toolkit
From your initial program launch among employees through inviting members and potential members to virtual workshops, we have everything you need to make your Engage workshop program a success.
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.
2022 Seasonal Marketing Calendar
Use this guide to build out your own marketing campaigns throughout the year. We've highlighted key themes and relevant dates each month to reach your audiences with financial education content.
Workplace Banking
EVERFI’s Workplace Banking program enables financial institutions to provide personalized financial education to the employees of their commercial partners, leading to positive outcomes in financial wellness and workplace productivity.
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.
Overcoming Small Business Financial Hardships
Learn more about how you can help make your business better equipped to handle challenges.
Opportunities for Women and Minority-Owned Small Businesses
Learn about the various opportunities available to launch, sustain, and expand your small business.
Obtaining Financing and Funding for Your Small Business
Learn how to find the right financing and funding sources for your small business.
Managing a Growing Team: Employee Recruitment and Retention
Learn more about how you can onboard the right talent and retain your best employees.
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.
Financial Decisions for Your Career Path
Learn how to identify the impact of your decisions and maximize your earning potential.
Choose Your Registration Option
Explore the various user registration options available and choose the best option for your program
Build Your Custom Moments
Learn how to use Custom Moments to promote relevant products and services within the learning experience, capture lead data, and encourage learners to take a desired action
Create Your Landing Page
Build a custom landing page to introduce learners to your financial education program
Customer Acquisition and Retention
Learn more about how you can acquire and retain new customers for your small business.
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.
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.
Financial Wellness in Uncertain Times
Tools to help you empower consumers with critical knowledge around Planning, Budgeting, and Savings during this time of uncertainty.
Subscribe to The Brief
Regulatory insights, policy trends, and education best practices curated for EVERFI Customers.
Marketing to Home Buyers
Whether they’re first-time buyers or multi-property owners looking to refinance, now’s the time to help guide them on their journey.
Small Business Toolkit
Use this suite of resources to help you execute a successful promotion of your small business financial education program.
Financial Literacy Month Infographic
We’ve outlined how adults of all ages think and learn about money
management throughout their lives. Each life stage features topical data paired with a practical tip on how you can advance your financial knowledge.
Spring Cleaning
With Financial Literacy Month coming up in April, you can use the following templates to help them dust off their financial plans and tidy up their budget this season.
Summer Spending
As the weather warms up, consumers of all ages will be spending more on activities, events, child care, and vacations. These resources will help you build a campaign to support your consumers’ financial goals this summer.
World Savings Day
Promote your financial education program while providing just-in-time, relevant education to your consumers or employees.
Getting Started with AtWork
A four step plan and suite of resources to help you execute a successful launch of your financial education program.
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.
FCN Member Newsletter: December 2019
2019 has been an incredible year of impact for the Financial Capability Network. We are proud of the work we are doing together and continue to push forward on more ways to provide this critical education to those who need it the most.
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.
Achieve for College Toolkit
Here you’ll find resources to help you maximize the impact of your Achieve for College program. All materials available in the EVERFI Achieve for College Resource Hub are an exclusive benefit for current EVERFI partners.
Customer Email Template – Financial Literacy Month
Use this email template, with image options included, to promote your Financial Literacy Month campaign to your existing customers.
Community Email Template – Financial Literacy Month
Post this community bulletin or email to inform your community about the impact of your financial education program.
Financial Literacy Month Blog Template
Syndicate our SEO-friendly content to your own blog to drive organic traffic to your site and give your customers another entry point to your financial education center.
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.