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.

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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.

Small Business Saturday Toolkit

Use this toolkit of resources to help you execute a successful campaign to promote your small business financial education program.