Learn. Earn. Build.
Turn Learning into Opportunity —and Opportunity into a Better Future.
Everfi is redefining how organizations invest in the next generation by connecting learning, opportunity, and pathways to long-term success.
A Financial Head Start
for Every Student
Where no-cost financial education meets real, lasting investment accounts for students.
Learn
the knowledge and skills to make confident financial decisions
Earn
access to opportunities that turn learning into action
Build
savings, assets, and long-term financial security for themselves and their families
No cost to schools. Real-world opportunity for students. Lifelong relationships with the next generation.
The Partner Advantage
Strengthen your brand—Grow your business
Demonstrate purpose
Show stakeholders your commitment to expanding financial opportunity.
Build brand affinity
Strengthen trust and relevance by helping young people prepare for their futures.
Reach new investors
Connect with the next generation as they explore opportunities, develop skills, and prepare for their futures.
Engage employees
Create meaningful opportunities for employee participation and community impact.
Tell a powerful impact story
Support measurable outcomes that benefit students, families, and communities.
Support CRA objectives
Invest in programs that expand access to financial education and opportunity in the communities you serve.
Stronger financial behaviors that can carry into adulthood
3x
more likely to enroll in college than a child with no account
4x
more likely to graduate college than a child with no account
5x
more likely to graduate college with $500+ saved than a child with no account
From Financial Education to Financial Empowerment
Students don't just learn about money. They become participants in their financial futures.
Elementary School
Build the habits that last. Students develop an early understanding of earning, saving, spending, and making smart financial decisions.
Middle School
Turn knowledge into confidence. Students explore budgeting, banking, savings goals, investing, and the power of compound growth.
High School
Prepare for financial independence. Students dive into credit, debt, smart investing, financial markets, and the skills they need to build lasting financial security.
Learning That Grows Into Savings
Everfi works with sponsors to connect what students learn to funded accounts that help them save and invest for the future. Depending on the sponsor and program, contributions can go to:
- 529 education savings plans
Tax-advantaged accounts that help families save for college, career training, and other qualified education expenses. - 530A investment accounts
Federally supported, long-term investment accounts that can grow in a child’s name over time.
When learning comes with real savings, students don’t just study how money grows. They watch it happen and build on it long after the lesson ends.
A Closer Look at 530A Investment Accounts
For eligible students, financial concepts become connected to something real: an investment account in their own name. Through philanthropic scholarships and federally funded programs, students can have a head start in planning their financial futures.
About 530A Investment Accounts
530A Investment Accounts accounts are federally supported, long-term investment accounts for children under 18. The U.S. treasury has automatically created an account for every eligible child with a valid Social Security number, so most families already have one waiting. A parent or guardian can claim the account through the official app to manage it and let family, friends, and employers contribute. Funds are invested in low-cost index funds made up of mostly U.S. company stocks, and can grow in the child’s name over time.
Children age 10 and under living in ZIP codes where the median household income is $150,000 or less are eligible to receive a $250 contribution to get started. Children who are U.S. citizens born between January 1, 2025 and December 31, 2028 receive a $1,000 federal deposit automatically.
Program eligibility, account rules, contribution requirements, and investment details are subject to applicable federal rules and program terms.
Ready to explore what’s possible?
Learn how Learn. Earn. Build. can help your organization connect learning, opportunity, and long-term impact.