Education-Driven Strategies for CRA Success
Prepare with Confidence. Perform with Impact.
Transform your CRA approach from compliance-focused to community-powered with Everfi.
CRA-Aligned Financial Education Solutions
Everfi makes it easy to deliver high-quality financial education while capturing the metrics CRA examiners and stakeholders care about.
K-12 Financial Education Sponsorship
A scalable, exam-ready way to serve Low- and Moderate-Income (LMI) communities
Sponsor financial education in schools—at no cost to districts—while supporting students in building foundational money skills. An Everfi financial education sponsorship:
- Reaches Title I and free and reduced-price lunch-eligible schools often used as LMI proxies
- Qualifies for Service Test credit and may support Investment Test narratives
- Includes detailed reporting on student reach, geography, and hours of learning
Ideal for: Community development strategies, school partnerships, and long-term LMI impact
Everfi Achieve™
Adult financial education that strengthens retail and community banking impact
Deliver mobile-first financial education to adults through your digital channels. Achieve offers 100+ short-form modules in English and Spanish covering topics like saving, credit, homeownership, and small business fundamentals.
- Supports LMI individuals and underserved populations
- Strengthens Service Test performance and retail service context
- Built-in dashboards track engagement, completion, and outcomes
Ideal for: Customer engagement, community programs, workforce development, and small business outreach
A Strategic Fit for Your CRA and Community Development Goals
Whether your CRA strategy focuses on low- to moderate-income (LMI) households, small businesses, or lifelong financial capability, Everfi helps you:
- Deliver consistent, high-quality financial education at scale
- Expand impact across your assessment areas
- Capture examiner-ready metrics and documentation
- Tell a compelling, defensible CRA story backed by data
Our solutions are flexible enough to support small, intermediate, and large bank strategies—inue to evolve.
55M+ learners reached
3 in 5 school districts in the U.S. and Canada
~50% of K-12 programs delivered in LMI census tracts
Turn CRA Requirements Into Community Impact
CRA is more than a rating—it’s a public signal of your institution’s commitment to the communities you serve. Everfi equips you with the programs, data, and reporting needed to strengthen CRA performance while creating meaningful, lasting impact.
Let’s build your CRA strategy together.