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Engage Workshops Overview

Learn how to create and manage Engage workshops in this Quick Start Tutorial.

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.

EVERFI Financial Literacy Bee Marketing Toolkit

Includes communications templates designed to help you promote the challenge to your employees, your consumers, and the broader communities you serve.

Workplace Banking Toolkit

Here you’ll find everything you need to make the most of your Employee Financial Wellness program. From pitch decks to employee outreach, these templates will help to increase the impact of your workplace banking offering.

Creating a Customer Hub Login

Financial Capability Resource Library for K-12

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.

Financial Capability Resource Library for Adults

Financial Capability Support

Engage

Registering for an Event

As a consumer, if you find an event that you are interested in attending, learn how to register for the event.

Managing Events

Once the event is created, find materials to prepare for the workshop, and launch the workshop the day of the event.

Editing Events

Once the event is created, the Event Page is where administrators and facilitators can make any edits, find materials to prepare for the workshop, and launch the workshop the day of the event.

Creating Events

With Engage events, administrators and event facilitators can create, manage, and track events seamlessly digitally and in person.

Virtual Event Volunteer Toolkit

This toolkit provides you with all the template resources needed to help you plan and execute a fun and impactful virtual classroom visit.

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

School Impact Report Marketing Toolkit

This toolkit includes communications templates and social media assets to help you share the incredible results of your educational program. People are hungry for good news - share your impact with them!

Treasurer’s Summer Challenge Marketing Toolkit

Templates designed to help you promote the month-long challenge to the broader communities you serve. Now let’s have some fun as we empower students to achieve their financial goals.

National Financial Bee Marketing Toolkit

Includes communications templates designed to help you promote the five-day challenge to your employees, your consumers, and the broader communities you serve.

Financial Wellness in Uncertain Times

Tools to help you empower consumers with critical knowledge around Planning, Budgeting, and Savings during this time of uncertainty.

Mobile And Online Banking

Sample Social Post:

Your phone and your computer are probably a large part of your daily life. Do you know how to use online and mobile banking securely?

Healthy Financial Habits

Sample Social Post:

The topic of wellness is on everyone’s mind, but don’t forget about your financial wellness! Check out these tips on how to establish healthy financial habits.

K-12 Family Portal

EVERFI has created a Family Portal that will allow you to provide parents with direct access to EVERFI's full library of 20+ digital courses for K-12 students for a limited time.

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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.

Vault FiQ Trivia

Host a game of financial trivia with students using a digital game board. No materials required, all you need is a laptop and the school’s projector to let the competition...

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.

FutureSmart Information Worksheet

Marketplaces Course Overview

Marketplaces Curriculum Guide

Family Financial Capability Infographic

How financial institutions, schools, and employers can strengthen family financial health.

Developing Financial Capability Infographic

We’ve outlined how children think and learn about money management throughout their development. Each life stage is paired with a practical tip and the national impact on advancing the financial knowledge students need.

High School FinLit Promotional Email Communications

Create buy-in by having a senior leader send a message announcing your program.

Venture Promotional Email Communications

Create buy-in by having a senior leader send a message announcing your program.

Sharing Your K12 Financial Education Impact

Use this toolkit to share the impact of your program in internal and external communications.

K12 Financial Resolutions Toolkit

It’s never too early to teach young learners about goal setting. Customize the templates in this toolkit to promote your financial education program and help families develop healthy money habits in the new year.

K12 Sharable Snippets – Financial Resolutions

Use these snippets to promote your program on your social channels. Sized specifically for each channel, these bite-sized tips are great for quick and easy sharing to your audience and their networks.

Back to School Toolkit

Don’t miss the opportunity to promote your program during Back to School season! Use these templates to reach parents, educators, and your community getting ready for the year ahead.

Financial Literacy Month – K12 Education

A suite of design assets to kick-start Financial Literacy Month marketing and communications around the impact of your K12 Financial Education program.

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.


Explore more

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.

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.