Toolkit

Classroom Connect Volunteer Guide

Everfi and Capital One are working together to help students feel confident, capable, and in control when it comes to money.

Helpful Background Information:

About Everfi

Everfi is an international technology company driving social impact through education to address key societal challenges like financial wellness, mental health, workplace conduct, and more. Founded in 2008, Everfi has reached millions of K-12 and adult learners worldwide with its transformative digital educational content. Through a unique third-party payer model, Everfi provides K-12 schools in the U.S. with access to essential educational resources at no cost, ensuring that students everywhere gain vital life skills.

About the Digital Lessons

Everfi’s digital learning platform is trusted by more than 24,000 schools and empowers educators to bring real-world learning into the classroom and equip students with the skills they need both now and in the future. Our fully private-labeled platform puts the Capital One brand front and center for teachers and students with award-winning interactive and game-based lessons designed by experienced educators.

Modern Money: Safe Digital Banking, sponsored by Capital One, equips students with the knowledge to make informed financial decisions that enhance their financial well-being. This course teaches strategies for managing finances through financial institutions, utilizing online and mobile banking tools. By offering these digital lessons, the course empowers students and families in participating districts to deepen their understanding of financial topics and even open their own bank accounts.

1. Introductory Financial Concepts

Students learn about the benefits of financial institutions, including how to proactively evaluate and seek out financial institutions to meet their needs.

2. Modern Digital Banking

Students learn how features of digital and in-person banking can meet their needs, and how to use online banking tools to manage their money.

3. Identity Theft & Fraud Protection

Students learn ways to control their personal information online, identify potential financial scams or fraud, and how to get help if they’re targeted for a scam or fraud.

4. Peer-to-Peer Transactions

Students learn potential risks and benefits of peer-to-peer (P2P) payment apps, how to safely use P2P apps, and how to avoid P2P scams or fraud.

Volunteer Materials

Classroom Connect Process

Everfi will notify the Capital One team of requests. Capital One will then notify volunteers about open opportunities. Once matched, Capital One (cc-ing Everfi, [email protected]) will make an introduction to begin coordinating the in-person visit.

Volunteers should follow these instructions using the resources provided:

Step 1:  Familiarize yourself with the program the students have been taking in class.

Step 2: Read the Volunteer Guide (above) in full for an understanding of the general event flow.

Step 3:  Email the educator to introduce yourself using the suggested email template:

TO: [INSERT INTERESTED EDUCATOR/SCHOOL CONTACT]

SUBJECT: Capital One Classroom Visit - [INSERT DATE]

BODY:

Dear [INSERT INTERESTED EDUCATOR/SCHOOL CONTACT],

Thank you for your inviting [me/us] to join your class! My name is [INSERT NAME] and I work for Capital One as a [INSERT JOB DESCRIPTION]. I will be visiting your classroom virtually on [INSERT DATE].

Capital One has partnered with Everfi’s online education course, Modern Money, to help teens learn financial basics and well-being. I am excited to spend some time with your students taking a deeper dive into the content covered. Below are the confirmed event details. Please let me know if anything has changed:

Event Date: [INSERT]

Time: [INSERT]

Number of Students: [INSERT]

Do not hesitate to reach out to me if you have any questions ahead of the visit. [I/we] look forward to visiting your classroom.

Sincerely,

[INSERT NAME]

Step 4:  Complete the classroom visit and fill out this survey.

Step 5:  Send a thank you note to the teacher.

TO: [INSERT INTERESTED EDUCATOR/SCHOOL CONTACT]

CC: [email protected]

SUBJECT: Capital One Classroom Visit - [INSERT DATE]

BODY:

Dear [INSERT NAME],

Thank you so much for welcoming [me/us] into your classroom this week. It was a pleasure to connect with your students. If you're interested in arranging another visit in the future, please don’t hesitate to reach out!

Warm regards,

[INSERT NAME, TITLE]

Tips & Tricks

Keep it Relatable

You may be the first person a student has met from your career focus area. We encourage you to share your personal story and moments from your youth that have helped lead you down a specific path… It just may get them thinking about their own!

Keep it Engaging

We recommend that events are no longer than 45 minutes to an hour and, if possible, include questions of the audience that allow for two-way engagement to recapture students’ attention.

Remember Classroom Guidelines

Remember that you are a guest in the teacher’s classroom – don’t forget to say thank you for getting the opportunity to meet their students and be a part of their education for a day.
If you want to take pictures, please ask the teacher. You will only be allowed to take pictures of students who have completed a photo release form. It’s worth asking if the school district’s media release form covers outside organizations!

Arrive Your Activity Early?

Get the students talking by asking any of the suggested questions below:
- Have you talked about this course with friends or family?
- What lessons did you share?
- What were you surprised to learn that might be opposite what you thought previously?
- When it comes to your future, what excites you and most worries you?
- What types of jobs are you considering in your future?