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.

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.

IT FAQs

This FAQ will help you and your IT department answer some of the more common questions we receive as institutions implement EverFi online courses.

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.

Planning For A Financial Caregiver

Learn about the benefits of planning for financial caregiving and what you need to get started.

Expectations Of A Financial Caregiver

Understand the emotional, physical, and mental traits needed to be a financial caregiver.

Becoming A Financial Caregiver

Recognize expectations, procedures, and documents in becoming a caregiver.

When To Collect Social Security

Identify the significance of Social Security to their financial goals.

Taxes: The Basics

Define taxes and explain how they’re used and why they’re important.

Sustainable Investing

Explore how to use sustainable investing to support the causes that are important to you while building a financial portfolio.

Small Business Financial Statements

Identify the importance of business financial statements

Small Business Banking Services

Identify the banking services commonly available to a small business.

Shopping For Insurance

Evaluate personal insurance needs.

Savings Accounts

Classify traditional saving vehicles/types as related to reaching short- and long- term personal goals.

Reverse Mortgages

Understand how reverse mortgages work and the different types of reverse mortgages.

Preventing Overdraft Fees

Evaluate products and programs to manage checking accounts to avoid overdraft charges.

Prepaid Cards

Explore the purpose of estate planning and how it may be used to secure your future.

Planning For Retirement

Understand their retirement savings choices.

Paying For College

Understand different ways to pay for college.

Mortgages

Define mortgages and explain how they are used.

Mortgage Relief

Understand the ongoing costs of an existing mortgage and potential costs of a new mortgage.

Mobile And Online Banking

Explain how to use online and mobile banking.

Mindful Living

Learn about the fundamentals, benefits, and strategies you can use to practice mindful living.

Individual Retirement Accounts (IRAs)

Describe the purpose and features of Traditional and Roth IRAs.

Investment Property

Understand the reasons why property investment can be beneficial.

Identity Protection

Describe how stolen identity occurs and the financial impact to victims.

How Businesses Use Credit

Explore why and how small businesses use credit

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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.