Promote your financial education program while providing just-in-time, relevant education to your consumers or employees.

In this toolkit:

  • Recommended Modules
  • Marketing Teaser
  • Social Media Bundle
  • Email Bundle


Marketing Teaser

Getting smart about your credit doesn’t have to be confusing!

It may seem difficult to navigate all the jargon around credit scores – FICO, inquiries, payment history, and more – but there are a few basic concepts that can help make sense of it all. With a few tips, we can help you develop healthier credit habits in less than 10 minutes.

Today is Get Smart About Credit Day! It’s the perfect time to get started. Learn more: [INSERT LINK]


Communication Templates

Take advantage of these turnkey resources to help build your campaign. Each bundle includes messaging and graphics templates that you can customize to fit your brand.

  1. Customizable social messages and images to communicate the launch of your financial education program and drive general audience awareness.
  2. Boilerplate email language for an internal announcement of your new program that raises awareness and interest among employees.

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Seasonal Marketing Calendar

Use this calendar as a guide to build out your own marketing campaigns throughout the year. We've highlighted the key topical themes and cause dates each month, which are excellent opportunities for you to reach your audience.

Financial Wellness in Uncertain Times

Tools to help you empower consumers with critical knowledge around Planning, Budgeting, and Savings during this time of uncertainty.

Financial Resolutions

The start of a new year is a popular time for consumers to set new goals. Use the resources in this toolkit to help your members and consumers make their financial resolutions and establish a plan to stay on track throughout the year.

World Savings Day Toolkit

Promote your financial education program while providing just-in-time, relevant education to your consumers or employees.