Resources / Financial Education

Resources to Fuel Your Financial Education Program

At EVERFI, we empower consumers, employees, and students with financial literacy education in digital or classroom-based settings. Explore the content library below to uncover why leading institutions partner with EVERFI to foster financial capability in their communities.

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A Trillion Dollar Opportunity: How Financial Education Can Unlock the Small Business Market

Small businesses employ nearly half of the U.S. workforce and represent more than 33 million enterprises nationwide. Yet, many financial institutions still underestimate their potential.

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Employee Volunteer Ideas for Banks

Discover impactful employee volunteer ideas for banks—from financial literacy workshops to community revitalization projects.

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Small Business Financial Education: A Trillion Dollar Opportunity for Banks

Small businesses are fueling economic growth—and they need support.

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Five Ways Banks Can Lead the Wealth Transfer Era

This white paper outlines five key strategies banks and credit unions can implement today to capture the attention—and trust—of younger generations, particularly in underserved communities.

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How Canvas Credit Union Championed Financial Empowerment Through Community-Centered Education

Canvas Credit Union has long championed financial empowerment—but a small two-person team couldn’t keep up with the growing demand for classroom visits.

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How Banks Can Support Career Connected Learning in Their Community

Discover how banks can support career-connected learning to close the talent gap, foster economic mobility, and strengthen CRA, CSR, and DEI strategies.

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How OneMain Financial Scaled Community Impact Through Credit Education

Strong credit habits start early - and OneMain Financial is leading the way.

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How VyStar Credit Union Drove $5.1 Million in Member Savings

Discover how VyStar Credit Union tackled financial education gaps, empowered its members, and saved millions - all through EVERFI’s digital education platform.

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Fraud Education: How Financial Literacy Helps Consumers Avoid Financial Scams

From phishing schemes and fake tech support calls to imposter scams that prey on fear or urgency, the average consumer is facing a digital minefield. That’s why fraud education is not just a helpful resource—it’s a necessity.

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The Ripple Effect of Classroom Volunteerism

Learn how classroom volunteerism boosts employee engagement, retention, and purpose while delivering real impact to students and communities.

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Recharge & Reignite: Level Up Your Teaching with LearnOn

Discover why LearnOn is the go-to summer PD event for educators ready to elevate their teaching & stay inspired year after year.

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Welcome to the Real World: How Financial Institutions Can Reach Recent Graduates

Build lifelong loyalty by delivering timely, digital financial education to recent graduates facing debt, high living costs, and financial uncertainty.

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