This toolkit includes communications templates, social media assets, and best practices to share the incredible results from your program's 2022-2023 Impact Report with all your stakeholders!
Social Media (Facebook, Twitter, LinkedIn and Instagram)
Additional Assets
Launching A Program Incentive Campaign
Celebrate within your community with an incentive campaign!
Email Templates
Calling all parents and caregivers! [Company] is proud to offer [Smart Budgeting/Smart Investing/Smart Savings], a financial wellness program for high school students.
In times of financial uncertainty, we are committed to helping our [employees/associates] and their families plan for their financial future and find ways to pay for college. [Smart Budgeting/Smart Investing/Smart Savings] provides an opportunity for students to have some fun and learn critical financial concepts — all from the comfort of home!
The five mobile-friendly digital lessons were created by experts at EVERFI, our partner in financial education. Each lesson covers important financial topics on everything from savings, investing, income, debt and more.
How It Works
Students can participate in just 3 easy steps:
- Sign up for the [Smart Budgeting/Smart Investing/Smart Savings] lessons [insert your custom landing page URL here]
- Complete the 5 lessons (~10 minutes each)
- Apply their new financial know-how every day!
These [Smart Budgeting/Smart Investing/Smart Savings] lessons are open to all — our [employees/associates], [customers/members], and the communities we serve. We will be promoting the program across our social media channels and encourage you to reshare with friends and family.
To get started, visit [insert your custom landing page URL here].
A recent national study on state efforts to improve financial literacy gave 27 states a grade of “C,” “D,” or “F” for their ability to produce financially literate high school graduates. So it might not be surprising that the majority of Americans do not budget regularly and are struggling with credit card debt.
The good news is that there’s a lot you can do as a parent to improve your kids’ financial literacy scores, especially for high school students who are on the brink of financial independence.
We’re thrilled to offer [Smart Budgeting/Smart Investing/Smart Savings], a series of digital lessons designed specifically for high school students. The five digital lessons were created by EVERFI, our partner in financial education. Each mobile-friendly lesson covers important financial topics covering everything from savings, investing, income, debt and more.
How It Works
Students can participate in just 3 easy steps:
- Sign up for the [Smart Budgeting/Smart Investing/Smart Savings] lessons [insert your custom landing page URL here]
- Complete the 5 lessons (~10 minutes each)
- Apply their new financial know-how every day!
These [Smart Budgeting/Smart Investing/Smart Savings] lessons are open to all — our [employees/associates], [customers/members], and the communities we serve. We encourage you to share this new resource with friends and family, so that we are able to amplify our impact through education.
To get started, visit [insert your custom landing page URL here].
Dear [First Name],
Today, with all the economic volatility and uncertainty, [Company] is here to help you and your family prepare for what lies ahead.
[Company] is proud to offer [Smart Budgeting/Smart Investing/Smart Savings], a financial wellness program for high school students. The [Smart Budgeting/Smart Investing/Smart Savings] lessons provide an opportunity for students to have some fun and learn critical financial concepts — all from the comfort of home!
The five mobile-friendly digital lessons were created by experts at EVERFI, our partner in financial education. Each lesson covers important financial topics on everything from savings, investing, income, debt and more.
How It Works
Students can participate in just 3 easy steps:
- Sign up for the [Smart Budgeting/Smart Investing/Smart Savings] lessons [insert your custom landing page URL here]
- Complete the 5 lessons (~10 minutes each)
- Apply their new financial know-how every day!
These [Smart Budgeting/Smart Investing/Smart Savings] lessons are open to all, and we encourage you to reshare with friends and family to increase financial capability in our communities.
To get started, visit [insert your custom landing page URL here].
Parents, is your teenager clamoring for financial independence? Are you worrying about the implications of taking off the financial training wheels? Consider introducing our [Smart Budgeting/Smart Investing/Smart Savings] lessons to introduce key financial concepts, so they can practice critical financial decision-making in a safe environment.
If additional incentives are needed to persuade your high schooler that this financial wellness program is “worth it,” consider implementing a reward system where successful completion unlocks a reward (i.e. allowance increase, credit card, etc).
[Company] is proud to provide this financial wellness program for high schoolers in our community, and hope that this resource is helpful for your family.
How It Works
Students can participate in just 3 easy steps:
- Sign up for the [Smart Budgeting/Smart Investing/Smart Savings] lessons [insert your custom landing page URL here]
- Complete the 5 lessons (~10 minutes each)
- Apply their new financial know-how every day!
This fun, virtual program is open to all, so feel free to share with friends and family.
Get your kids started today! Visit [insert your custom landing page URL here].
Frequently Asked Questions
EVERFI Achieve for K12 is an interactive, mobile-first financial education solution that allows your institution to deliver financial education to the students in your community directly through your website and social media channels. Through engaging modules with fun interactions and relatable characters, students can learn about spending, saving and investing at home and at their own pace.
The course is designed for high school students, and the lessons are available for anyone in your community – employees, customers or prospects.
One new elective learning program that includes a pre-designed landing page and five 10-15 minute modules. Learners will gain skills to create an individual financial decision-making framework, which they can apply to their lives now and in the future. Topics include spending and saving; credit and debt; employment and income; investing; and risk and insurance.
Step 1: Work with your Account Manager and EVERFI’s implementation team to finalize the custom-branded landing page that EVERFI designs.
Step 2: Promote the program! Teachers, parents, and students are all looking for help and resources right now. We encourage your organization to leverage these digital lessons throughout your marketing and communications channels – both internal and external. Utilize EVERFI’s marketing toolkit to help you get started.
Step 3: Repeat step 2. Continue to keep this new financial wellness program for teens top of mind by sharing it across your channels and to relevant stakeholders. If possible, we recommend linking to your organization’s custom landing page directly from your website.
Students will access the course through your institution’s custom-branded landing page that EVERFI will build from you. Your organization can promote the landing page in your social media posts, email campaigns, and website content.
All elective learning dashboards are available to the Admin (i.e., program usage, learner activity, user reports, incentive reports). Customers can use the data dashboards in Foundry to access information at any time.
Learners who are over the age of 13 will provide key contact information (i.e., first name, last name, email) during the registration process and their progress will be reported. Learners under the age of 13 will supply their first name and last initial and their progress will be reported. EVERFI cannot collect PII for students under the age of 13 due to COPPA. EVERFI will not be sharing parent emails or personal information. EVERFI will be collecting that information as part of the registration process as part of a COPPA compliant workflow.
Your organization can use an incentive on the Smart Budgeting playlist. The use of incentives and marketing the incentives to the Achieve for K12 audience is at the discretion of you, the financial institution. The Financial institution must adhere to FTC regulations on marketing to minors. Your organization can track the effectiveness of an incentive in your Foundry dashboard with the incentive completion report. If you have never setup an incentive within an EVERFI product before, please visit this page and reach out to your Account Manager to learn more.