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

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

Financial Well-being for Entrepreneurs

Learn more about the basics of entrepreneurship.

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.

2021 Financial Literacy 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.

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.

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Subscribe to The Brief

Regulatory insights, policy trends, and education best practices curated for EVERFI Customers.

Personalized Playlist Positioning & Marketing

Scalable Recommendations

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.

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.

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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.

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.

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FCN National Impact Report 2018-2019

Throughout this report, you will find evidence of the impact financial education is having in the communities you care about. You’ll see how you’re making a difference in learners’ knowledge, confidence, and habits.

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.


Explore more

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.