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

There are so many ways to save!

Whether you’re saving for something big or small, or just building a stash in case of an emergency, there are many different types of savings accounts that you can put to use. There may even be an account that helps you reach your savings goal faster, or with fewer fees.

This World Savings Day, take steps toward achieving your financial goals. Get started: [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.

Explore more

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.

Achieve Foundations Marketing Toolkit

This toolkit features marketing and communications templates to help you promote the Achieve Foundations content to your employees, your consumers, and the broader communities you serve.

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.

2021 Financial Literacy Month Toolkit: Achieve

This year, Financial Literacy Month has new meaning as millions of Americans struggle with the financial impacts of the pandemic. This marketing toolkit includes templates to help you promote your adult financial education program.