Overview
Sponsor Engage
Sponsor Financial Literacy Programs in Your Community
OVERVIEW
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.
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
COURSE DETAILS
Part of EVERFI's Financial Capability Network
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