Thank you for volunteering your valuable time to connect with students and bring real-world learning into the classroom! While we might not be together in person, we can still make a difference in the lives of students.

This toolkit provides you with all the template resources needed to help you plan and execute a fun and impactful virtual classroom visit. While you are running this event on your own, be confident in knowing that EVERFI has provided this information for you.


Event Toolkits

Download the toolkit for your sponsored course.

  • FinLit

    Grades 9-12
    EVERFI's free high school financial literacy course equips students with tools to manage their personal finances in the real world, from applying for financial aid to establishing credit and investing.

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  • Marketplaces

    Grades 9-12
    In Marketplaces, students learn basic investment concepts that are needed to intelligently and confidently participate in the financial markets.

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  • Vault

    Grades 4-6
    Students dive into a virtual world to learn the basic ins-and-outs of finances. Can you help a friend from space learn the difference between needs and wants?

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  • Venture

    Grades 7-10
    Students start their own food truck business, and learn to write a business plan, hire a team, hone their pitch, and balance a budget in the process.

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3 Tips for Engaging with Students Virtually

Here are some tips about engaging with students that EVERFI has learned from their experience of conducting successful virtual events. 

Keep it Brief

We recommend that events are no longer than 30 minutes and include transitions that allow for two-way engagement (polling, etc.) to recapture students’ attention.

Make it Personal & Relatable

You may be the first person a student has met from a particular industry or from your career focus area. Share your personal story to expose students to your educational and career path. Feel free to share moments from your youth that helped lead you in the path you took. It may get them thinking about their own!

Enjoy Yourself & Have Fun

Working with students can be fun, thought-provoking, and unpredictable! It’s ok to say, “I’m not sure” if a student asks a question outside of your knowledge area or to joke about technical difficulties. Smile through those moments and be ready to shift topics based on student engagement, feedback, and interest.


Explore more

School Impact Report Marketing Toolkit

This toolkit includes communications templates and social media assets to help you share the incredible results of your educational program. People are hungry for good news - share your impact with them!

K-12 Family Portal

EVERFI has created a new Family Portal that will allow you to provide parents with direct access to EVERFI's full library of 20+ digital courses for K-12 students for a limited time.

Sharing Your K12 Financial Education Impact

Use this toolkit to share the impact of your program in internal and external communications.

K12 Financial Resolutions Toolkit

It’s never too early to teach young learners about goal setting. Customize the templates in this toolkit to promote your financial education program and help families develop healthy money habits in the new year.