Financial Resources That Engage, Teach, and Help Users Retain

KOFE’s Financial Education Resources

A financial wellness program can help the audience you want to reach, whether they’re your employees, members, or clients. However, it is only beneficial if the program offers financial resources that engage the audience.

KOFE’s resources are designed to accommodate a wide range of users, no matter their age, financial literacy level, or learning style. We break complex topics down in a way that will not overwhelm a user with information.

Interactive courses

KOFE offers two interactive courses – KOFE Break Finance and Credit Dojo. These courses cover not only the basics of budgeting and saving but additionally, complex topics like investing and using home equity. Credit Dojo also offers courses for high school teens to help them master financial fundamentals, including the right way to use credit.

Infographics

Infographics present key financial topics and trending consumer financial statistics in a visual way. They help people gain a better understanding of their financial world at-a-glance. The goal is to help users grasp key concepts and current economic challenges quickly without getting bogged down by lengthy explanations.

Videos

Increasingly, consumers are turning to YouTube videos to teach them everything they need to know. KOFE provides dozens of financial education videos that take fun angles on essential financial topics, such as smart saving strategies, using credit wisely, and how to achieve and maintain good credit.

eBooks

Some learners simply prefer text. You can read at your own pace, highlight important points and refer back as you progress through the material. KOFE provides over 40 eBook publications in English and Spanish. Many include worksheets that walk the user through the topic step-by-step.

Webinars

Online webinars offer users a chance to learn in a classroom setting, where they can ask questions to really understand a topic. KOFE provides monthly webinars which any user can join. We can also develop customized webinars that cover topics that are important to your audience.

Podcasts

For audial learners, KOFE provides regular podcasts that focus on trending and seasonal topics. Families can learn how to budget and save for the holidays and individuals can learn about the latest identity theft threats and how to prevent them. Join us for a little KOFE Talk!

Seminars & workshops

For certain topics and audiences, a live seminar or workshop on location helps increase engagement and improve the attendees’ ability to fully grasp the material presented. KOFE’s financial coaches can travel to your location to provide a live environment that can make people feel more comfortable about asking questions.

Financial coaching

One-on-one coaching allows an individual to consult with an expert in a safe, judgment-free zone. This is ideal for overcoming financial challenges, as well as customizing action plans to achieve key life goals. KOFE connects your users with certified financial coaches, credit counselors, and HUD-certified housing counselors.

Marketing Resources

For a financial wellness program to be effective, you need to be able to get the word out. KOFE makes it easy for our partners to keep financial wellness at the forefront of users’ thoughts, with ready-to-use marketing and promotion materials.

Fliers and eBlasts

KOFE provides one-page promotional fliers for our monthly webinars and the platform, in general. This helps make users aware of upcoming events and new resources that KOFE has added.

Newsletter Content

KOFE can provide financial news content that covers current trends and economic challenges to help keep your audience informed. We also provide tips that drive to online resources, to engage your audience on specific topics that you believe are most important for them to use.

Publication Displays

Publication displays in high-traffic areas of your operation are proven to be an effective way to engage people who may not regularly log on to the online portal. They make it easy for someone to browse topics in a breakroom or lobby and grab a publication before heading out.

Social Messaging

Social media is part of people’s daily lives. Placing tips, new resource announcements, and topic snapshots on platforms like Facebook, Twitter and Pinterest puts promotional messaging in a place where users are most likely to see it while they’re browsing and posting. 

Incentivizing Engagement

Another proven way to increase engagement is to incentivize resource usage and task completions. KOFE makes it easy to gamify financial education in a way that encourages users to keep learning. Our online interactive courses offer achievement milestones and certificates of completion that can be used in various ways to improve engagement.

Housing Counseling Resources

Buying a home is a huge milestone in life and one of the most important purchases that an individual can make. A home is often a household’s greatest asset, offering a means to establish lasting financial security. But most people don’t know where to turn when they have questions. Only KOFE offers an easy way to connect with HUD-certified housing counselors as part of our financial wellness program.

KOFE provides users with a range of resources that help them learn the right way to buy a home and become mortgage ready. KOFE can also connect your organization with a HUD-certified housing counselor for one-on-one coaching, as well as first-time homebuyer workshops.

Homebuyer Education

KOFE provides users with a range of resources that help them learn the right way to buy a home and become mortgage ready. KOFE can also connect your organization with a HUD-certified housing counselor for one-on-one coaching, as well as first-time homebuyer workshops.

Foreclosure is one of the scariest prospects in personal finance. If a user is at risk of losing their home, KOFE provides resources to help them understand their options to stop foreclosure. Then they can speak one-on-one with a counselor to zero in on the best solution for their financial situation.

Foreclosure Prevention

Foreclosure is one of the scariest prospects in personal finance. If a user is at risk of losing their home, KOFE provides resources to help them understand their options to stop foreclosure. Then they can speak one-on-one with a counselor to zero in on the best solution for their financial situation.

Senior homeowners age 62 and older have a unique, low-risk way to access the equity in their homes. Reverse mortgage counseling can help people in retirement, as well as workers nearing retirement, to understand how reverse mortgages work, so they can decide if it’s the right fit for them.

Reverse Mortgage Counseling

Senior homeowners age 62 and older have a unique, low-risk way to access the equity in their homes. Reverse mortgage counseling can help people in retirement, as well as workers nearing retirement, to understand how reverse mortgages work, so they can decide if it’s the right fit for them.

Understanding the value of equity and how to protect it is essential. KOFE provides a range of resources that help users learn how equity works, as well as how and when to safely access it. This helps homeowners make informed decisions when considering products, like home equity loans.

Equity Education

Understanding the value of equity and how to protect it is essential. KOFE provides a range of resources that help users learn how equity works, as well as how and when to safely access it. This helps homeowners make informed decisions when considering products, like home equity loans.