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

Financial Literacy Evaluation for CSR Impact

Download the checklist to evaluate and guide aspects of your corporate social responsibility and financial literacy programs.

The Impact of Financial Education: How to leverage education to support and build relationships with your customers

Discover how integrating financial literacy into your customer engagement strategy can deepen trust, foster loyalty, and drive long-term success.

Empowering Financial Literacy: A Collaboration Between EVERFI, Wescom Credit Union, and Irvine Unified School District

Financial literacy programs can benefit your bank in multiple ways, such as increasing customer loyalty, improving social responsibility, and more.

Closing the Gender Gap Financial Panel EVERFI Impact Summit

Closing the Gender Gap in Financial Health: Empowering GenZ Women

Closing the gender gap in financial health has the potential to not…

Impact Summit Blog Panel

Navigating the Future of Education: Insights from Miami-Dade County Public Schools

The landscape of K-12 education is rapidly evolving, with challenges and innovations…

Deploying CRA to Maximize Community Impact Now and Post-CRA Modernization

Banks have long worked diligently to meet the requirements of the Community Reinvestment Act (CRA), and the recent CRA Final Rule have introduced new challenges for banks to navigate.

Guide to the Community Reinvestment Act

This guide provides an overview of how banks can track CRA qualified activities and build programs that fulfill CRA requirements with the support of Blackbaud Corporate Impact Solutions.

November 2023 EVERFI Product Update Briefing: K-12 & Adult Learning

Check out key highlights from EVERFI's Q4 product update briefing featuring our K-12 Sponsorships & Adult Learning offerings.

How to Reach Gen Z with Financial Literacy

Learn how Canvas Credit Union and EVERFI’s Financial Scholars program are building a pipeline of Gen Z customers.

Support Your Customers with EVERFI’s Financial Wellness Center

Learn how EVERFI’s Financial Wellness Center can help you deliver personalized financial education and drive consumer engagement in a way that resonates with your customers to support their long-term growth and financial goals. 

How to Build Financial Literacy with Gen Z

Learn how Digital Credit Union and EVERFI’s Money Matters course is breaking down barriers for the next generation.

5 Easy Ways to Engage K-12 Schools with Your Financial Institution

Looking to promote financial literacy in K-12 schools? Discover 5 practical and proven ways to engage students and educators with your financial institution's resources and expertise.

Build Trust and Drive Engagement with a Financial Wellness Center

The economic turbulence of this year has left consumers confused, fearful, and…

Quantifying the Impact: EVERFI’s Approach to Measuring the Effectiveness of our Financial Literacy Course

While research has shown that financial education has positive effects on knowledge…