Financial Literacy Resources

Partner Evan Willingham
Financial Literacy Resources

The California Bankers Association is proud to partner with EverFi, the nation’s leading financial education technology company, to highlight the importance of financial literacy.

Credit card bills, debt, saving and financing higher education may not be on the top of a lot of students’ minds, but the financial decisions they make today will have a long-term impact on their lives. That’s why early financial education is critical to the development of money management skills and sound financial awareness.The EverFi program does just that by providing essential financial basics that every student can utilize for a lifetime.

EverFi works with schools across the country to provide hands-on, online tutorials for students on the topic of financial literacy. Their curriculum incorporates virtual worlds, gaming, social media and videos to help teach children critical skills, from filing taxes and using credit cards wisely, to 401ks and financing higher education.

Their interactive learning platform uses the latest in new media to bring complex financial concepts to life for today’s digital generation. 

For ideas on how to implement a program in your sponsored schools, please visit:

Financial Literacy Resources

As well as the CBA’s exciting partnership with financial literacy leader Everfi Inc., the following financial literacy resources are available for financial institutions, educators, community groups and consumers.

MoneySmart -  FDIC

Peanuts & Crackerjacks – Federal Reserve Bank of Boston 

Money Math: Lessons for Life – U.S. Treasury

California Financial Literacy Month – DFI

K-12 California Financial Literacy Resources – California Department of Education

Financial Literacy Resource Directory – OCC

Community Impact

The California Bankers Association is committed to improving the lives of the people of California by cultivating strategic partnerships to support member banks’ community investments efforts.

Since the beginning of the partnership, roughly a dozen member banks have worked with the CBA and EverFi to bring innovative financial education to schools and thousands of California students. The learning platform contains surveys and assessments that provide banks with robust data on student knowledge gain and program impact.

The EverFi program not only stimulates student learning on critical financial topics, it also amplifies and augments community outreach and digital marketing efforts for banks across the state.

Get Involved

The EverFi platform uses the latest in new media technologies including 3-D gaming, social networking, animations, and video to bring complex financial concepts to live for today’s digital generation. After successfully completing the online curriculum, students become certified in more than 600 core financial topics, including: banking, taxes, mortgages, financing higher education, stocks, 401(k) plans, budgeting and saving, credit scores, insurance and credit cards.

4th and 5th Grade

Vault – Understanding Money™ is an interactive, new-media learning platform specifically designed to introduce financial literacy skills early in a child’s cognitive development. The course features interactive lessons, games, and story-based activities that challenge kids to make choices in real-life scenarios to best achieve important goals around saving and job planning.

High School 

EverFi – Financial Literacy™ uses the latest in new media technologies to bring complex financial concepts to life for today’s digital generation. The platform contains 10 modules covering more than 600 topics. EverFi provides students who successfully complete the course with certification in financial literacy, which can be a powerful tool for job applications, college search, and internships.


Buttonwood – Personal Finance and Student Loan Management™ is a turnkey way to empower college students with the life skills to successfully manage their finances and loan responsibilities while in school and beyond, and to minimize dropout and student loan defaults through education.


EverFi@Work™ is a turnkey way for companies to empower their customers or employees with the skill-set to successfully manage their finances and make sound financial decisions. The program can be seamlessly integrated into business-banking, rewards programs, local advertising, and other key areas.