@Work Partner Resource Library
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    • Getting Started
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    • Financial Literacy Month
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    • Personalized Playlist
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    • Small Business Saturday Toolkit
    • Spring Cleaning
    • Summer Spending
    • World Savings Day
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    • Case Studies
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Welcome to the EVERFI @Work Partner Resource Center!


Here you’ll find resources to help you maximize the impact of your adult learning program. All materials available in the EVERFI @Work Partner Resource Center are an exclusive benefit for current EVERFI partners.

  • Marketing Toolkits
  • Module Libraries
  • Best Practices
  • Resources
  • Communication Templates
  • Case Studies

Featured Resource

Financial Resolutions Toolkit

The start of a new year is a popular time for consumers to set new goals. Use the resources in this toolkit to help your members and consumers make their financial resolutions and establish a plan to stay on track throughout the year.

Marketing Toolkits

Getting Started Toolkit

A four step plan and suite of resources to help you execute a successful launch of your financial education program.

Financial Literacy Month Toolkit

This April, use the following communications tools and templates to showcase your commitment to improving the financial capability of the communities you serve.

Financial Resolutions Toolkit

Use these valuable resources about financial resolutions to inform and empower your consumers.

Holiday Spending Toolkit

In this toolkit, you’ll find a simple holiday season strategy
and accompanying resources about common holiday pitfalls to offer your consumers.

Home Buyers Toolkit

Promote mortgage education to your customers and members.

Personalized Playlist Toolkit

Promote the new personalized learning experience to help plan around individual financial situations and aspirations.

Small Business Toolkit

Use this suite of resources to help you execute a successful promotion of your small business financial education program.

Small Business Saturday Toolkit

Use this toolkit of resources to help you execute a successful campaign to promote your small business financial education program.

Spring Cleaning Toolkit

Communications materials to promote your financial education program during the month of April.

Summer Spending Toolkit

As the weather warms up, consumers will be spending more on activities, events, child care, and vacations. These resources will help you support your consumers’ financial goals this summer.

Marketing Libraries

@Work Marketing Library

Explore a library of marketing assets for each individual @Work module, including promotional copy, social media posts, and course imagery.

Elder Fraud Marketing Library

Explore a library of marketing assets for each individual Elder Fraud module, including planning for a caregiver, becoming a caregiver, and reporting elder financial abuse.

Small Business Marketing Library

Explore a library of marketing assets for each individual Small Business module, including promotional copy, social media posts, and course imagery.

Best Practices

Webinar | Multi-Channel Marketing

Best Practices for Building Financial Education into your 2019 Strategy.

Presentation Slides /  Live Recording

Seasonal Marketing Calendar

Use this valuable resource as a guide to build out timely and relevant financial education messaging throughout the year.

Preview / Download

Leveraging Marketing Channels

Tips and best practices about how to use your existing marketing channels to get the word out about your program.

Preview /  Download

Course Resources

@Work Program Launch Guide

Engage your marketing teams from kickoff to launch.

Preview / Download

Curriculum Guide

Topics and learning objectives by module.

Preview / Download

@Work Module Overview Slides

High level overview of the topics and learning objectives covered in each module.

Preview /  Download

Tech Packet

Answers to some of the most common questions EVERFI receives from institutions implementing EVERFI’s online courses.

View /  Download

Communication Templates

Emails

Sample emails for communicating with your customers/members or employees about your EVERFI program.

Download

Case Studies

Helping Members Take Charge of Their Finances
> Featuring: Pacific Service Credit Union

Learn how PSCU is utilizing @work across their marketing channels, which includes an impressive 30% email open rate for financial education related emails (industry standard for financial services is 20%)!

Read more

How Community First Credit Union Integrates Financial Education Into Their Marketing Strategy
> Featuring: Community First Credit Union

The credit union, based in northeast Florida, carried out a study with Equifax to determine the credit status of their community. The results revealed that more than 60 percent of their market had low or no credit—with scores in the D or E range or no score, which is relatively common with younger demographics, including millennials, who have yet to build a credit history.

Read more

Helping Business Partners Find ROI in Financial Wellness
> Featuring: Advanced Capital Group

CHS knew that it needed a financial education program to add to their wellness offerings in order to promote their retirement plans and could not rely on a one-size-fits-all approach.

Read more

Helping Minority Populations Achieve Financial Capability
> Featuring: Native American Bank

With a mission of supporting economic growth and empowering financial capability in Native American communities across the United States, Denver-based Native American Bank N.A. (NAB) understands the critical issues that continue to face this population—particularly in areas underserved by traditional financial institutions.

Read more

Creating a Valuable Digital Dialogue with Consumers
> Featuring: SCE Federal Credit Union

Many financial institutions rely on traditional advertising methods to reach their communities — methods difficult to both measure and scale —but SCE FCU saw an opportunity to elevate its brand by doing something different.

Read more
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