Toolkit

Achieve Marketing Launch Guide

A four step plan and suite of resources to help you execute a successful launch of your financial education program.

Home Toolkits Achieve Marketing Launch Guide

1) Know Your Program

Set your financial education program up for success by planning ongoing campaigns to keep these resources top of mind for your customers when they need them most.

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Achieve Curriculum Guide

An overview of the learning objectives addressed in each content area.

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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.

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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.

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2) Internal Advocacy

Resources to help you build program awareness, adoption, advocacy and engagement within your organization.

3) Launch Plan

Customize these templates with your logo, brand colors, and images to help you communicate the program to your preferred audiences.

4) Media Engagement

If media engagement is part of your communication strategy, use these resources to plan your press outreach.

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Achieve Social Media Tiles

Drive program awareness with these templated social media images.

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Achieve Social Media Messaging

Customizable social messages to communicate the launch of your financial education program and drive general audience awareness.

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2024 Financial Capability 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.

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2023 Financial Capability Month: Resources for New ...

Includes communications templates designed to help you promote your program during Financial Literacy Month to your employees, consumers, and the broader communities you serve.

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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.

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2024 Financial Capability Month Toolkit: Achieve

According to a recent FINRA article, only 34% of Americans can answer at least four of five basic financial literacy questions on topics such as mortgages, interest rates, inflation and risk.

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