Ensure your IT infrastructure is properly enabled for learners to access your EVERFI Financial Education programs.
SSO Setup with Google Workspace
SSO Setup with Microsoft ADFS
Knowledge Gain
Personalized Learning
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
Learner Response Analysis
Prepare for Launch
Prepare for a successful launch by formulating your marketing and communications strategy and preparing your supporting materials
Qualified Incentive Users
Reporting Center User Guide (Financial Education)
The Reporting Center provides your organization with on-demand access to EVERFI program activity and user engagement. Learn how to review data to maximize the impact of your financial education program.
User Report
Elective Learning Activity Summary
The Brief: Financial Services
The Brief: Financial Services
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.
IT Resources
Ensure your IT infrastructure is properly enabled for learners to access your EVERFI Financial Education programs.
Achieve
Our online adult financial education is delivered seamlessly through your website and offers timely, branded opportunities to connect with your target audiences - wherever, whenever they need.
API Integration for Achieve
Tap into new streams of data and deliver a personalized user experience by using EVERFI’s
Public API.
Achieve for College Curriculum Guide
Achieve for College allows your institution to reach students at scale with a mobile-first financial education program to build their financial capability and prepare them for their next step in life.
Achieve Curriculum Guide
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.
Budgeting for Families
Learn more about how you can create budgeting solutions for you and your family.
Navigating the Reporting Center
Accessing the Reporting Center
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.
2020-2021 Impact Report Marketing Toolkit
This toolkit includes communications templates, social media assets, and best practices to share the incredible results from your program's 2020-2021 Impact Report with all your stakeholders!
Engage Administrator Guide
Learn how to create and manage Engage workshops through our Administrator Guide.
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.
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.