Overview

See how you can optimize your financial education efforts.

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Financial institutions need a single solution that allows them to deliver, manage, and track meaningful in-person financial education and community service events across their market. EVERFI Engage is a comprehensive platform designed to deliver and track in-person and online education events, making it easier than ever to demonstrate knowledge, behavior change, and other outcomes important to regulators. With 3 products in one, Engage is a complete package that helps financial institutions for plan, deliver, and track in-person financial education. Turnkey content, complete data capture, and an event management portal ensure professional workshops, every time, while capturing what you need to meet industry regulations.

Part of EVERFI's Financial Capabillity Network

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  • Time:
    Each Lesson is 30-45 Minutes

This Course Covers

  • Affordable Home Ownership
  • Considering Homeownership
  • Mortgages
  • Mortgage Modifications
  • Personal Finance
  • Banking Basics
  • Budgeting
  • Credit Scores & Reports
  • Identity Theft
  • Retirement
  • Small Business
  • How Businesses Use Credit
  • How Businesses Obtain Credit
  • Developing a Business Plan
  • Business Financial Statements
  • Business Banking Services

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