Includes communications templates designed to help you promote your program during Financial Literacy Month to your employees, consumers, and the broader communities you serve.
Titles and Descriptions
My Personal Playlist
Description: Explore learning topics picked just for you.
Personal Planning Playlist
Description: A set of suggested financial topics tailored to your unique financial goals.
My Money Journey
Description: Recommendations for learning topics based on your survey responses.
Prepare for Your Future
Description: A playlist of learning topics customized to fit your future financial goals.
Money is personal.
At [Institution Name], we recognize that your financial goals are unique. That’s why we’re offering a new, personalized learning experience to help you plan around your individual financial situation and aspirations.
Start with a quick, personal finance survey and get a learning plan tailored to your financial goals.
Your financial goals are unique to you. Map out the next steps of your financial journey with a personalized financial education playlist to set you up for success: [LINK].
Finances are not one-size-fits-all. Get a personalized learning playlist tailored to the topics that matter most to you and your finances now: [LINK].
Are you planning to save for retirement? Or saving to buy a house? Take our new survey and get your own financial education plan today: [LINK].
Whatever your financial goals, we know that achieving them is a personal experience. Start with a quick survey and get a financial education plan tailored to your needs: [LINK].
At [Institution Name], we know there’s no shortcut for financial success. Instead, we help make your financial journey unique to you – that starts with education. Take a 2-minute survey and get a learning plan tailored to your needs. [LINK].