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EverFi@Work Talking Points

1. [Program Name] is a web-based financial education tool designed to empower your employees with the skills they need to effectively manage their money and build financial confidence.

2. We have customized the program to fit the needs of your employee base. The customization includes specific topics, promotions, and other content.

3. The program is self-paced and contains series of short, interactive learning modules that cover key financial topics such as saving, investing, credit scores, and identity protection.

4. The program is specifically designed for today’s busy, on-the- go adult. Each module is 2 – 7 minute in length and accessible on a mobile or tablet device. The program is available in both English and Spanish.

5. Games, animations, and interactive activities create a highly engaging learning experience.Content is updated regularly to reflects the latest trends and regulatory changes in the financial.

6. Many modules also feature Action Plans with budgeting and planning tools to reinforce positive behavior and help employees/consumers take positive steps toward better financial health. Helpful quizzes allow consumers to demonstrate their newly acquired knowledge.

7. This learning platform is powered by EverFi, our partner. EverFi is the leader in providing financial education for all ages and based in Washington DC. EverFi has been designated by the Society for Human Resource Management (SHRM) as a SHRM Preferred Provider, and the content qualifies for two (2) SHRM Professional Development Credits (PDCs).

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