Regulatory insights, policy trends, and education best practices curated for EVERFI Customers.
FCN Member Newsletter: September 2019
As summer comes to an end, we’re looking forward to what the rest of the year will bring!
FCN Member Newsletter: October 2019
We’re implementing the updated EVERFI Financial Literacy course in schools across the country, working together with financial and higher education institutions to bring the..
FIRE Lifestyle
Describe the FIRE Lifestyle and how it can lead to financial independence and early retirement.
Family Conversations About Money
Discover appropriate conversations about money that can include children, partners, grandparents, and extended family.
Estate Planning
Explore the purpose of estate planning and how it may be used to secure your future.
Credit Scores And Reports
Better understand the importance of credit, how to monitor their credit, and how to improve and maintain credit.
Considering Homeownership
Assess whether they should rent or buy a home now or in the near future.
Checking Accounts
Understand the purpose of checking accounts compared to other account options.
Certificates Of Deposit (CDs)
Understand the process of funding a CD, limits, and tax-savings.
Benefits of a Credit Union
Compare the services and products provided by credit unions and banks.
FCN Member Newsletter: November 2019
EVERFI releases upgrades to our content and platform three times per year to enhance the solutions used by our partners, learners, and educators, and to ensure our products...
FutureSmart
Through a story-based narrative and interactive exercises, students learn to make real-life decisions about their personal finances, as well as how to achieve important...
Venture Certificate
Congratulate your students’ financial education knowledge with this certificate!
NFTE Venture – Entrepreneurial Expedition
Students develop a personalized plan for their individual business, including financing, marketing, team-building, and market research, along with a roadmap for academic...
Poster
Put this attention-grabbing signage on display in your offices and branch locations to showcase your impact in the community.
1st Bank Yuma
The Yuma region struggled with high student dropout rates and a lack
of financial literacy in the community, but president and CEO Terry
Frydenlund knew the bank could help.
Advanced Capital Group
CHS knew that it needed a financial education program to add to their wellness offerings in order to promote their retirement plans and could not rely on a one-size-fits-all..
High School Financial Literacy Certificate
Congratulate your students’ financial education knowledge with this certificate!
Would You Rather
Students make a series of financial choices, either “this” or “that” and then discuss the implications of that choice.
Call with Customer Service
Students will call your customer service line and ask a series of common financial questions. A run of show, student worksheet, and discussion questions are included.
Financial Literacy Career Exploration
Survey students’ career interests and introduce financial concepts in the process. A run of show, student diagnostic quiz, and discussion questions are provided.
High School Financial Literacy 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...
Vault Coloring Cards and Discussion
Facilitate a short, creative lesson using a coloring card and writing prompt. A run of show, coloring card design, and discussion questions are included in this toolkit.
Marketplaces – Investing Basics
Marketplaces is a cutting-edge digital learning experience to equip students with an understanding of how the market works and the confidence to participate in it...
Marketplaces Card Game
Get students thinking about the stock market and how current events may affect stock value. The game reinforces the importance of portfolio diversification.
High School Financial Literacy
Teaching students how to make wise financial decisions to promote financial well-being over their lifetime. The interactive lessons in this financial literacy course...
Vault Curriculum Overview PDF
Achieve Marketing Launch Guide
A four step plan and suite of resources to help you execute a successful launch of your financial education program.
Vault Certificate
Congratulate your students’ financial education knowledge with this certificate!
Vault Promotional Email Communications
Create buy-in by having a senior leader send a message announcing your program.
Social Media Copy
Turnkey posts to promote your program on the most popular platforms including Facebook, LinkedIn, Instagram, and Twitter.
Social Images
Turnkey graphics to promote your program on the most popular platforms including Facebook, LinkedIn, Instagram, and Twitter.
Financial Literacy Month – Digital Signage
For offices and branch locations with digital signage opportunities, we offer templates to get your message up on the big screen as well.
Financial Literacy Month – Adult Education
A suite of design assets that empower your institution to run effective Financial Literacy Month campaigns to adult learners and consumers.
Poster
This Financial Literacy Month, put this attention-grabbing signage on display in your offices and branch locations to keep your program top of mind.
Postcard/Mailer
Send out these postcards to give your customers a timely reminder about Financial Literacy Month and all the resources you offer.
SCE Federal Credit Union
With a wide-ranging membership base of nearly 55,000 individuals and businesses across Southern California and Southern Nevada, SCE Federal Credit Union wanted to find more engaging ways to...
Native American Bank
The bank partnered with EVERFI to deliver a wealth of online financial educational resources to the communities it serves—without the need for extensive investment of staff resources.
Community First Credit Union
CFCU offers a reward to individuals who complete modules—a branded insulated cup or similar giveaway. To date, 7,650 CFCU members have completed at least one education module, and more than 1,600 have completed two or more modules.
Pacific Service Credit Union
Learn how PSCU is utilizing @work across their marketing channels, which includes an impressive 30% email open rate for financial education related emails (industry standard for financial services is 20%)!