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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Friends on the steps of a high school

Why Financial Institutions Should Play the Long Game and Invest in the Next Generation

As Gen Z and Gen Alpha, specifically those in high school, come of age, their financial habits and preferences are beginning to take shape, presenting both opportunities and challenges for the banking industry.

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Investing for Teenagers: How to Introduce Students to Investment Basics

Want to help your students make better financial decisions, now and after graduation? This guide walks you through teaching students how to invest as teenagers.

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Teaching Teens About the Value of Money In K-12 Schools

What if you could teach students the most important lesson of all? This guide explains how to teach teens about the value of money in K-12 schools.

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The Importance of Financial Literacy Beyond K-12 Education

While much of the focus of Financial Literacy Month is often on K-12 students, financial literacy is important for adults as well.

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High school students in hallway

The State of Financial Literacy: An Urgent Call for Education for the Next Generation

While young people are being exposed to and have interest in new financial products and technologies, they don’t necessarily have the confidence or tools to properly engage with them and manage their personal finances.

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How Educators Credit Union Embraced Innovation to Reach Young People

Educators Credit Union aimed to do more than just check a box for community engagement. They desired a deeper connection with their community that would truly make an impact.

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Transform Customer Engagement with the EVERFI Achieve Product Guide

In today’s competitive environment, financial institutions face the dual challenge of differentiating themselves while deepening customer relationships.

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Building Financial Confidence: The Value of Safe Practice Environments

In the realm of financial education, the ability to practice in a safe environment is invaluable. This approach builds confidence while enhancing engagement with financial products and services.

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TD Bank and EVERFI Achieve: Scaling Digital Financial Education to Better Serve Community Needs

TD Bank, one of North America's largest banks, recognized the need to expand its financial education efforts beyond in-person presentations to reach a broader audience.

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High school students in hallway

Gen Z and Financial Literacy: Building a Future-Ready Customer Base

In our rapidly evolving digital age, financial literacy has emerged as a cornerstone for economic resilience and personal empowerment.

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Unlock the Secrets to Marketing Success with Our Brand Partner Essentials Infographic

Discover how to build awareness, affinity, and trust with the next generation of customers. This infographic provides valuable insights and actionable strategies for brand partners looking to make a significant impact in the market. Learn how to effectively engage with younger demographics, leverage financial education programs, and create authentic employee volunteer opportunities to enhance your brand's visibility and reputation.

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Tailored Learning Pathways: Elevating Financial Literacy and Customer Satisfaction

By tailoring learning pathways, we can reimagine financial education, ensuring learners receive the most relevant and impactful content for their financial situations.

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Next-Gen Engagement: Winning Gen Z through authentic marketing and financial education

Join us for an insightful webinar that will equip financial services leaders with actionable strategies to meaningfully engage Gen Z

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Student meeting with teacher in a classroom

Actionable Strategies for Financial Institutions to Reach Future Gen Z Customers

For financial institutions, engaging this tech-savvy and socially conscious generation requires innovative, thoughtful, and out-of-the-box strategies.

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