It’s a Money Thing

A financial education program grounded in research and consumer need


It’s a Money Thing is a full library of effective and affordable financial education content designed to engage and teach young adults while setting your credit union apart. 

Young people learn everything there is to know about money from an eclectic cast of experts.

This quality content is ideal for posting to your credit union’s website and social networks and a great way to connect with local educators and students.


Humorous storytelling equals engagement and learning

Who said financial education has to be all serious and boring? We are inviting young adults to join our main character Jen on her journey to understand everything there is to know about money. And we are doing it in a way that entertains while educating—this is the key to It’s a Money Thing’s success. The financial concepts presented are sophisticated, while the simple animated approach perfectly appeals to young adults.

Using animation allows us to explain complex topics simply and in a memorable way while leaving a smile on your face. Watch “Leasing vs. Buying a New Car” to see for yourself.


Each content pack is packed with awesome


Each It’s a Money Thing content pack tackles an important financial topic and includes a video, infographic, article, presentation, handout and social media graphics.


VIDEO—Each content pack includes a high-quality animated video that you can post to your credit union’s YouTube channel. It’s designed to engage, entertain and teach.

INFOGRAPHIC—The topic is explored further with a dynamic and shareable infographic designed to present complex information quickly and clearly.

PRESENTATION—The topic is expanded into a presentation that’s perfect for taking into high school and college classrooms.

ARTICLE—A supporting article is ideal for posting to your credit union's blog and distributing through your print and email newsletters. 

HANDOUT—An informative 8.5"x11" page is ready to print and share. This handy reference can be coupled with the presentations or used in branch.

SOCIAL MEDIA GRAPHICS—A number of social media graphics are included to post to Facebook, Twitter and Instagram.


Branded with your credit union’s logo


The videos, infographics, presentations and handouts are are all customized with your credit union’s logo to make an impact and leave a lasting impression.



Ideal for a variety of content needs






Grounded in research and consumer need

Grounded in Filene Research Institute’s extensive research in this critical and developing area, It’s a Money Thing will help your credit union engage and build relationships with young adults.

Should this content be presented in high schools?

Survey of 368 young adults

Ten credit unions from the United States and Canada participated in an It’s a Money Thing year-long pilot conducted by Filene. Business results and young adult engagement were very positive.

Should your financial institutions offer this content?

Survey of 368 young adults
“Targeted at 15- to 25‑year-olds, It’s a Money Thing provides financial literacy content that is clever, concise and easily accessible. This initiative exemplifies high-quality financial education programming.”
— Annamaria Lusardi, Denit Trust Distinguished Scholar and Academic Director, Global Financial Literacy Excellence Center, George Washington University


41 topics, customized and delivered right away

Click the icons to see all of the pieces from each content pack.


Your credit union is granted unrestricted use of all content for as long as your membership is active. Plus, we’ll deliver new content packs as they are created.



Credit union case studies

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“Over the course of one year, our growth in the Millennial demographic rose by 77%”

– Amy Davis, 
Chief Marketing Officer


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“The content packs are extremely valuable because they allow us to share different formats in different channels.”

 – Wellesley Sommerfeldt,
VP, Integrated Marketing

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“Currency is dedicated to excellence and you won’t be disappointed in the content or the support.”

– Rachel Parrent, 
Community Engagement Manager

“It’s a Money Thing was the best thing that ever happened to our credit union! It’s professional and fun—students really relate to it. It’s an easy message in a nice package. Our staff loves the content and can probably quote every line from every video. It’s really helped the content become ingrained for our staff.”
— Barbara Bean, CEO, Cal Poly Federal Credit Union


Affordable customized content

We have three membership options to match your needs and budget. All materials are branded with your credit union's logo and can be used by your credit union for as long as your membership is active. Content is specific to U.S. or Canadian credit unions. Help center access and personal support is included.


*Your credit union is granted unrestricted use of all content for as long as your membership is active

“It’s a Money Thing is so well worth it—we feel like we struck GOLD! It has been the best money we have ever spent.”
— Melissa Jungers, Content Development Associate, Dupaco Community Credit Union


Membership is up to 100 times cheaper


We compared our All Access Plan annual membership price against the cost of creating custom content using a popular video and data visualization vendor. We found that our price is actually more than 100 times cheaper. That’s not a typo! It would cost about $500,000 to outsource the production of this amazing content, plus it would take years to create. 

With It’s a Money Thing, you have access to a growing library of awesome content for an affordable monthly or annual membership payment. Plus, our program includes research, writing and coordination of the creative production—additional time-consuming tasks not included in the third-party vendor’s costs.


Our creativity and your satisfaction guaranteed

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We have a strict 100% originality policy—all original writing and absolutely no clipart, stock photography or stock footage is used in the creation of our content. 

We offer a money-back guarantee. Within the first 60 days, you may cancel your membership and you will receive a full refund.

Help, advice and bonus content are all part of your membership

We have designed It’s a Money Thing to be easy to get up and running at your credit union. However, that doesn’t mean you are completely left on your own to figure out how to best use your customized content and materials.

We have a client Help Center that’s chock-full of best practice articles, webinar recordings, logo and character assets, comprehensive lesson plans, tips on compliance and a rich library of bonus social media graphics and other materials that you are free to download and use.

We also have a private member Facebook group where we share client examples and encourage discussion between our users. Plus, we’re always available by phone or email to answer specific questions about your situation.



Put your credit union in good company

Join more than 125 progressive credit unions in the United States and Canada that are utilizing It’s a Money Thing content!

Check out these awesome website integrations

“I wish I would have seen these videos in my high school personal finance class”
— 23-year-old female focus group participant


Don’t just take our word for it

“We were attracted to It's a Money Thing because it’s great marketing and educational content at a very affordable price. We are a small credit union and have shopped around for creative content in the past. Pricing was out of our budget. This isn’t and it’s super great quality.”

– Linda Bodie, CEO & Chief Innovator, Element Federal Credit Union

“We love all of the great content. And it’s obvious that our members and staff love it too. We are using almost all pieces within each pack in many different ways so it allows us to reach the community in their preferred method… social, email, video, handout, etc.”

– Amanda Brown, Marketing Communications Specialist. Fox Communities Credit Union

“Informative quality content, in a variety of formats, that is easy to digest in quick bites. This program helps my small marketing department of one provide a beneficial and appealing resource without taking much of my time. It allows me to connect with one of our key segments in a way I simply couldn’t before.”

– Laurissa Grubb, Director of Marketing, Blue Eagle Credit Union


“We use the program in classrooms ranging from 7th grade and beyond. The program has helped the credit union save time by having presentations already built and helped free up time and resources to visit more schools than we did before.”

– Josh Franzen, Senior Community & Business Development Representative, InTouch Credit Union

“We use multiple financial education programs to reach various age groups. It’s a Money Thing is a perfect complement and adds great value to what we are doing
at our credit union.”

– Janna Eremita, Financial Development Officer, Oklahoma Central Credit Union


“It’s a Money Thing materials have been a huge traffic driver for our website.”

– Victoria Mannoia, Director of Creative
Development & Communication, America’s Christian Credit Union



Is Your Credit Union’s Financial Education Content Awful or Awesome?

It isn’t easy to make financial education interesting and engaging, which is why so many credit unions struggle to generate quality content for their social media channels. These days, consumers expect online material that's polished and highly visual. Does that mean you have to invest a mountain of hours every week building professional-caliber content? No. Here's one alternative. Read the full article.

Its a Money Thing® is a registered trademark of Currency Marketing