What is financial education?

Financial education teaches students and engage adult consumers financial literacy. Financial literacy is a core life skill for participating in modern society. Children are growing up in an increasingly complex world where they will eventually need to take charge of their own financial future.

Does financial literacy education work?

Financial literacy classes help students and adults make better financial decisions later in life. We have seen that our students that take our financial literacy courses were less likely to have late fees, make only minimum payments on their credit cards, take out payday loans and much more.

Why financial education is important?

When people know how to make sound decisions about their personal finances, their strong financial behavior leads to financially secure lives.

Private Labeled Financial Education for Your Community

Our private labeled financial education platform is the best way for financial institutions to provide digital financial literacy courses and resources to communities.

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Use community financial education to attract and retain new consumers

Offering consumer financial education resources enables the curation of a financially literate customer base from the ground up — educating students, engaging adult consumers, and strengthening commercial partnerships. Our personalized, private labeled financial education platform enables you to reach new customers, expand your wallet share, and strengthen your brand equity all while driving visibility for your products and services.

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"We could have tried to develop a financial education solution ourselves, but EVERFI lives and breathes this stuff, so letting them take care of the content, let us focus on our customers' core needs."

Bill Bunn

Executive Vice President of Retail Banking

First Bank

"Our partnership with EVERFI is about extending adult financial literacy education to the employees of our corporate partners that have amazing brands, but might not have the expertise. That’s where we come in."

HSBC Bank USA, N.A.

"The implementation is handled for us. It’s a really easy relationship to sustain and grow."

Rachel Woodhouse

Program Officer, Global Giving

Principal Foundation

Digital Financial Education That Meets Communities Where They Are, Whatever Age They Are

School Sponsorship

Teach personal finance basics to K-12 students or sponsor a university to offer real-world financial education for young adults.

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Consumer Financial Education

Enhance your customer experience and engage consumers with interactive, mobile-friendly content delivered through your website.

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Workplace Banking

Grow commercial relationships and reach new customers when you offer personalized financial education within your Workplace Banking program.

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Streamline your approach to CRA compliance

Our private labeled financial education platform lets you take an innovative approach to Community Reinvestment Act (CRA) requirements with our interactive and online education offerings, in-person workshops and school events, and custom reports to measure and share your impact.

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Offer workplace banking to your business partners

Offer more value to business partners with digital financial education programs designed to help reduce employee financial stress, promote financial wellness, and encourage exploration of your financial products and services.

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Use digital financial education as a marketing tool

Bank marketing strategies must evolve at the pace of change in order to stay relevant to the modern consumer. Creating a digital marketing strategy for financial services is crucial to attracting and retaining consumers, and offering financial education can go a long way in building a strong brand presence.

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Community Financial Education Resources

Educate yourself on new research and explore resources and templates for making impactful changes to your community financial education strategy.

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Cultural Landscape of Personal Financial Education See how cutting-edge financial brands are leaning into cultural trends to deliver personal finance education Get the Report

Reach Untapped Consumers 50% of consumers hesitate to engage their financial institution. Learn how you can overcome the "approachability gap." Download Now

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Hear from Our Customers Fifth Third Bank, Principal Foundation, HSBC, and Pentagon Federal Credit Union share why financial education matters. Watch Video

Learn How EVERFI Can Help You Meet Your CSR and Social Impact Goals

Corporate social responsibility (CSR) programs provide financial institutions a way to utilize their strengths to empower their communities. Using EVERFI’s private labeled financial education platform as a CSR tool is an easy way for organizations to drive measurable impact. Offering digital financial education demonstrates an active effort to improve your community and forges a path for consumers to engage in meaningful ways with your organization.

For more information, or to see our financial education platform in action, fill out our online form, or contact us at (800) 945-2316.

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See why more than 900 financial institutions trust EVERFI's financial education solutions.

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For Businesses

For Students & Teachers

Private Labeled Financial Education for Your Community

Use community financial education to attract and retain new consumers

Join Our Network of 900+ Financial Institutions

Digital Financial Education That Meets Communities Where They Are, Whatever Age They Are

Streamline your approach to CRA compliance

Offer workplace banking to your business partners

Use digital financial education as a marketing tool

Community Financial Education Resources

Learn How EVERFI Can Help You Meet Your CSR and Social Impact Goals