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SMB Financial Education: A Trillion Dollar Opportunity for Banks

The business case for investing in small business financial education.


Many small business challenges are related to a lack of financial literacy and knowledge. Owners often struggle with the overall cost of owning and operating a small business, including financial planning, loan applications, and credit management. Many lack a formal business plan and proper cash management strategies.

This report, by EVERFI, explores

  • The financial literacy gap among small businesses
  • The business case for investing in SMB financial education
  • Best practices for SMB financial education

2025 Q3 Report Promo - EVERFI (A Trillion Dollar Opportunity for Banks)

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