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.
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.
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.
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
Financial Capability Resource Library for Adults
Financial Capability Support
Engage
Engage your community virtually with easy-to-deploy financial education workshops designed to build the financial skills needed to navigate life’s most important moments.
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.
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.
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.
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.