Evergreen
Community Bank
Evergreen × Money Moves University
Financial education that moves people

Money skills.
Real moves.
Lasting wealth.

Published curriculum and live, facilitator-led learning — licensed to institutions ready to turn financial education into measurable community impact.

Evergreen Financial Foundations  ·  Powered by Money Moves University moneymovesuniversity.com
The need

Money is a skill, not a secret — and most people were never taught it.

Financial stress follows your members, students, and employees into every other part of their lives. The gap isn't motivation — it's access to a clear, credible system that turns knowledge into action.

2 in 3
adults can't pass a basic financial-literacy test
$1,015B
lost each year to poor money decisions (illustrative)
78%
live paycheck to paycheck and want help (illustrative)
Why it matters to you

One program, four kinds of institutional impact.

Banks
CRA & community

Documented, outcomes-based financial education that strengthens CRA performance and deepens member trust.

Colleges
Student success

A turnkey, credit-ready curriculum that supports retention, wellness, and life-after-graduation readiness.

Community orgs
Measurable mission

Grant-ready programming with built-in measurement to prove impact to funders and boards.

Employers
Workforce wellbeing

Financial wellness that reduces stress, lifts productivity, and strengthens retention of your people.

About the University

Built on 25+ years in finance — published, not improvised.

Money Moves University was founded by James Jackson III to make wealth-building a teachable skill. The curriculum is published through Kendall Hunt and delivered as a complete system — so institutions adopt proven material, not a one-off workshop.

The voice is a sharp, supportive mentor: institutional authority meets approachable coach. No hype. No guaranteed-returns promises. Just clear, doable money moves.

25+ yrs
in finance behind every lesson
Kendall Hunt
an established academic publisher
3 tracks
for every audience you serve
What you license

A complete system — not a course you have to staff and build.

MMU brings the three things a financial-education program usually lacks all at once.

01
Curriculum

Published, classroom-ready modules with student workbooks and facilitator guides — designed, not photocopied.

02
Facilitation

Live, facilitator-led learning that turns content into conversation — delivered by MMU or your trained staff.

03
Measurement

Pre/post assessment and a 90-day follow-up so you can prove outcomes to leadership, funders, and regulators.

The programs

Three tracks, one credible foundation.

3 modules · 6 weeks
Personal Finance Foundations

Goal-setting, budgeting, saving, credit, and the mindset shifts that make wealth feel possible.

5 modules · 10 weeks
Business Mastery

Cash flow, funding, pricing, and growth for founders and the small businesses in your community.

NIL · Contracts · Taxes
Athlete Edition

NIL, contracts, taxes, and life after sport — for athletes who earn early and need it to last.

How it runs

Every session ends in a move they can make in 24–72 hours.

Cohorts run weekly over 6–10 weeks. Each meeting pairs a published lesson with a live, facilitated discussion and a designed student workbook — then closes on one concrete money move. Knowledge becomes action, every week.

A
Published lesson
Kendall Hunt curriculum + student workbook
B
Live facilitation
MMU-led or your trained, certified staff
C
A money move
One doable action before the next session
Outcomes & measurement

We measure the program so you can report the impact.

Pre/post assessment plus a 90-day follow-up captures whether behavior actually changed — the proof your board, funders, and regulators want.

+38%
financial-confidence lift, pre to post (target)
90d
follow-up on every cohort
4 / 5
made a money move within a week (target)
100%
reporting packet, ready for your board
Built for banks

Turn CRA obligations into community relationships.

MMU gives financial institutions documented, outcomes-based financial education that supports Community Reinvestment Act goals — while genuinely deepening trust with the members and neighborhoods you serve.

Documented service — attendance, outcomes, and a reporting packet aligned to CRA examination needs.
Community reach — delivered to LMI communities, students, and small businesses in your footprint.
Brand trust — a credible, published program carries your name into the room with integrity.
Sample · Placeholder pilot

“The cohort didn't just learn budgeting — they came back with moves they'd already made.”

— Partner program lead  ·  replace with real pilot quote & figures

120
participants in first cohort
86%
completion across six weeks
+41%
confidence gain at 90 days
Licensing models

Three ways to bring MMU in.

Pricing scales with cohort size and delivery model — figures finalized per partner.

Curriculum License

License the published curriculum and workbooks; your trained staff facilitate.

From $— / cohort
Most partners
Facilitated Program

MMU delivers the full cohort end-to-end — curriculum, facilitation, and measurement.

From $— / cohort
Enterprise Partnership

Multi-track, multi-site rollout with staff certification and custom reporting.

Custom / annual
Implementation

From signed to first cohort in about 30 days.

1
Scope & agreement

Pick tracks, audience, and delivery model. Sign the license.

2
Onboard & certify

Materials delivered; staff trained and certified if self-facilitating.

3
Launch cohort

First cohort runs over 6–10 weeks with full support.

4
Measure & report

90-day follow-up and a board-ready impact packet.

Why MMU

Not another workshop. A system you can stand behind.

Published & credible
Kendall Hunt curriculum, not a slide pack.
Action, not theory
Every session ends in a real money move.
Measured outcomes
90-day follow-up and board-ready reporting.
Turnkey to run
We bring the system; you bring the room.
Evergreen
Community Bank

Make your next
money move.

Let's scope a pilot for your organization — pick a track, a cohort, and a start date. We'll handle the system.

Start a conversation
partners@moneymovesuniversity.com
Online
moneymovesuniversity.com
Founded by James Jackson III
Published through Kendall Hunt