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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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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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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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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Building Brand Loyalty with Gen Z

Engaging Tomorrow’s Customers, Today: How Financial Education Builds Lasting Brand Loyalty with Gen Z

Companies that prioritize financial education not only empower young customers but cultivate brand affinity that lasts a lifetime.

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Why Brand Awareness is a Necessity for Building Trust with Gen Z

As the world becomes increasingly digital and interconnected, financial institutions face the challenge of engaging with an emerging generation of customers: Gen Z.

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Students in a classroom on their computers

Why Addressing the Financial Literacy Crisis is a Strategic Marketing Move

As financial products and services become increasingly intricate, the need for consumers of all ages to be well-informed and capable of making sound financial decisions grows exponentially.

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Empowering Financial Success: How Goal-Setting Principles Enhance Customer Loyalty

By incorporating goal-setting principles, we’re able to help customers directly with the financial goals they are trying to achieve.

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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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Unlock the Strategic Advantage of Shaping Gen Z’s Financial Future

Are you ready to win over Gen Z students and build brand loyalty? Our latest white paper reveals groundbreaking strategies to engage Gen Z through impactful financial education.

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High school students on computers

Emerging Trends and Opportunities for K-12 Financial Literacy Education

With 26 states having mandates requiring financial education for students prior to graduation, the only constant is that no two states approach this the same.

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Strategies for Digital Innovation and Customer Engagement in 2025

Join us for an engaging webinar exploring the latest trends and best practices for leveraging financial education to reach new customer segments, increase customer engagement and loyalty, and grow customer share of wallet.

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