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.

Topic Area

Reource Type

Reset Filters
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.

Learn More »

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.

Learn More »

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.

Learn More »

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.

Learn More »
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.

Learn More »

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.

Learn More »
Gamification

Rethinking Gamification: Enhancing Adult Learning with Personal Impact

By prioritizing tools that demonstrate personal impact, organizations can achieve more effective and lasting results in financial education.

Learn More »

Empowering Gen Z with Financial Confidence Infographic 

In separate studies, research shows that 51% of Gen Zers aren't comfortable approaching financial institutions, but 57% say that financial education would boost their confidence in interacting with financial products and services.  

Learn More »

Trends & Opportunities for 2025: Financial Literacy and Career-Connected Learning

Join us for an engaging webinar exploring the critical role of financial literacy and career-connected learning in empowering the next generation.

Learn More »

How Financial Institutions Can Help Their Community Avoid These Common Financial Mistakes

By addressing financial mistakes with customers, banks and credit unions can drive growth while improving financial literacy in their communities.

Learn More »
Financial institutions offering financial education to families and community

How Financial Education Can Engage Communities and Empower Future Generations

Financial institutions that offer financial literacy resources can enhance brand awareness and help create a financially literate society and future workforce.

Learn More »
Two students in a classroom

The Importance of Economics Education for High School Students: Empowering the Next Generation

Introducing economics education at the high school level is pivotal in equipping Gen Z with the necessary tools to navigate the complexities of the modern world.

Learn More »
A office staff talking and smiling over a laptop

Rethinking Gamification: Enhance Adult Learning and Training Outcomes White Paper

Discover the limitations of gamification in adult education and corporate training.

Learn More »

Leveraging Digital Innovations in 2025 for Financial Education and Customer Engagement

As banking customers rely on technologies like mobile apps, it's shifting how they view and interact with their financial institutions.

Learn More »