Details

  • Time:
    Each Lesson is 30-45 Minutes

Overview

Financial institutions need a single solution that allows them to deliver, manage, and track meaningful in-person financial education and community service events across their market. EVERFI Engage is a comprehensive platform designed to deliver and track in-person and online education events, making it easier than ever to demonstrate knowledge, behavior change, and other outcomes important to regulators. With 3 products in one, Engage is a complete package that helps financial institutions for plan, deliver, and track in-person financial education. Turnkey content, complete data capture, and an event management portal ensure professional workshops, every time, while capturing what you need to meet industry regulations.

This Course Covers

  • Affordable Home Ownership
  • Considering Homeownership
  • Mortgages
  • Mortgage Modifications
  • Personal Finance
  • Banking Basics
  • Budgeting
  • Credit Scores & Reports
  • Identity Theft
  • Retirement
  • Small Business
  • How Businesses Use Credit
  • How Businesses Obtain Credit
  • Developing a Business Plan
  • Business Financial Statements
  • Business Banking Services