How SouthEast Bank
is Expanding
Financial Education
Access in Tennessee
For more than a decade, SouthEast Bank has invested in expanding access to financial education for students across Middle and East Tennessee. As state requirements evolved and schools faced limited resources, the bank partnered with Everfi to deliver standards-aligned financial education at scale while strengthening its Community Reinvestment Act (CRA) strategy.
The Challenge: Scaling Financial Education in a Mandated but Fragmented Landscape
Tennessee requires a semester of personal finance education, but without a standardized curriculum schools often rely on inconsistent materials and limited in-person support. For SouthEast Bank, traditional outreach models were difficult to scale and offered little visibility into student learning outcomes, challenges that became even more pronounced when classroom access was disrupted. Everfi’s solution helped SouthEast Bank:
- Deliver standards-aligned financial education at scale across schools within its eight-county footprint
- Support Tennessee’s personal finance graduation requirement with flexible, classroom-ready digital courses
- Prioritize and reach low- to moderate-income (LMI) schools with equitable access to financial education
- Measure student learning and engagement through built-in assessments and outcome tracking
- Strengthen CRA performance with clear, reportable impact data
By removing financial and administrative barriers for schools, SouthEast Bank ensures that students have access to high-quality financial education at a critical stage in their lives.
Discover the Impact
Download the full case study to see how SouthEast Bank leveraged Everfi’s digital education platform to achieve their community goals. Learn how to empower individuals and communities with the financial knowledge and tools to improve their financial well-being today: everfi.com/sponsorship
