financial literacy

Financial literacy programs are often overlooked. We offer tips to make them more engaging and targeted to attract customers, particularly younger generations.

Over 40% of business owners consider themselves financially illiterate. CFIs have an important role to play in boosting financial literacy among their business customers. By providing educational resources, expert advice, and financial tools, they can support business customers in building more sustainable businesses while also strengthening their relationships.

Financial literacy workshops help CFIs foster community trust, improve customer engagement, and boost digital outreach. Here’s how CFIs can help.

Partnering with schools for financial literacy programs can help you build relationships with future customers and even staff. We provide examples of successful school-CFI collaborations.

Every April, we celebrate Community Banking Month through a series of BID articles that showcase the efforts of local banks to serve their communities, support their staff, and enrich the customer experience. In this second of four articles in our Community Banking Stories series, we highlight examples of community banks supporting educational initiatives.