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From Classroom to Customer: Building Financial Education Programs That Span Generations

Financial education is evolving quickly. While 30 states now require personal finance education—up from just 11 five years ago—millions of young adults still leave school without any type of financial education. In fact, 51% say money management would have been the most useful course they could have taken in high school.
 
Watch this webinar to hear from Diana Bravo, Jacquie Moen, and Dan Zapp of Everfi. We explore key findings from Everfi’s 2026 State of Teen Financial Education Report and discuss how banks and credit unions can build financial education strategies that support both community impact and business goals. We’ll look at approaches ranging from K–12 school partnerships that qualify as CRA community development services to digital programs designed to engage young adults and build long-term relationships.
 
You’ll gain practical insights and see examples of how financial institutions are using education to differentiate their brand and build trust with the next generation.
 
The ABA has approved this webinar for 1.25 CFMP credits.  
 
 
Learn more about Everfi here.

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