Guide Book

Financial Marketing Calendar

A Seasonal Guide for Banks & Credit Unions


Marketing your financial education content doesn't happen overnight. We make it easy for our customers to grab ready-to-use copy and images that can plug into their existing social media and email calendars to drive success.

Download this sample Q3 marketing calendar to help you plan, and commit this content to your calendar.


  • 8 paid social media templates unique to financial events in Q3
  • 3 email templates which speak to car buying, preparing for college costs, and the importance of family conversations about money
  • A small taste of one of the many benefits EVERFI customers receive
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