April marks the 22nd anniversary of what was originally called National Financial Literacy Month—now officially National Financial Capability Month. A mouthful, we know. But let’s be honest: if you’re here, you already know what it’s about. And let’s go one step further—most people don’t actually care that it’s April. What they do care about? Their money. Their future. And the fact that financial education feels overwhelming, boring, or both.
So let’s cut the fluff and talk about what actually matters: how to make financial literacy engaging, relevant, and dare we say . . . fun? Some ideas to drive impact during #FinLitMonth:
Get social (no, seriously)
If your first thought was, “Duh!”—great. You’re ahead of the game. Now let’s take it up a notch.
- Run a financial literacy challenge: Daily financial tips + small action steps = engagement gold. Make it competitive. People love a good ‘streak’ challenge.
- Leverage engaging formats: Short-form videos, polls, and infographics—social feeds eat these up! Share money-saving hacks, budgeting tips, and debt payoff strategies in formats people actually want to consume.
- Spotlight real stories: Member testimonials, financial wins, relatable struggles—make it human.
- Hashtag it up: Use #FinLitMonth to track your engagement. Bonus—if you have a CRM platform like HubSpot or Salesforce, you can enable social listening tools to make measuring impact even easier.
Take financial literacy beyond the branch
If you’re only talking about financial literacy inside your branch, you’re missing the point. Meet people where they are.
- Host virtual & in-person events: Panels, webinars, or podcasts create two-way conversations that are way more impactful than one-sided lectures. (Yes, the irony of saying this in an article is not lost on us).
- Partner with local business & schools: Financial literacy needs to start early to make an impact (cough generational wealth cough). Team up with schools or local businesses for workshops—plus, this makes for great social content! We love a multitask!
- Use your newsletter & blog: Dedicate an edition to #FinLitMonth with curated tips, member success stories, and real-world resources.
Give people a reason to care (aka, incentives)
Let’s be real—people love free stuff. They also love a good deal. So, let’s give them one!
- Exclusive account perks: Offer lower interest rates on loans or higher savings rates for those who complete financial literacy programs, if possible.
- Gamify savings: Launch a savings challenge where members can win prizes for reaching financial milestones.
- Fee waivers & special promotions: Provide reduced fees or cashback offers for members who sign up for financial products during April.
Build an interactive personal finance quiz
The social giant, Buzzfeed, literally built an empire on the insight that audiences LOVE quizzes. So why not use the same energy for financial literacy?
- Make it personalized: Offer a quiz that assesses financial habits and provides tailored recommendations based on responses.
- Incentivize participation: Enter quiz participants into a giveaway for a chance to win a small prize, like a gift card or a savings boost.
- Provide actionable takeaways: Follow up with personalized financial tips and resources to help users improve their money management skills.
- DIY tutorial: Use Typeform or Google Forms—simple, free, and effective. Keep it simple with 5–10 engaging questions and offer insights at the end.
Turn employees into financial literacy ambassadors
Your staff? They’re your secret weapon.
- Encourage employees to share tips: Feature real advice from your team—whether it's on social or in person.
- Create an ‘Ask the Expert’ series: Short, engaging Q&As with your advisors help members get real answers to real money questions.
Final thoughts
Financial Literacy Month shouldn’t just be a 30-day PR push. The goal? Make financial education engaging, relatable, and something people actually want to talk about. These tips aren’t just for April, they can be leveraged in all marketing plans to shift the way we approach financial conversations year-round.
How will your institution step up this #FinLitMonth? Tag @Zogo in your posts—we’ll boost & celebrate with you!
