Empowering Students Through Financial Literacy and Real-World Exposure

A Unique Classroom Experience at Fidelity’s Headquarters

Last week, students from John G. Carlisle Elementary School stepped out of their traditional classrooms and into the world of finance by visiting Fidelity Investments’ regional headquarters in Covington. This visit was part of a broader initiative under the Adopt A Class program, which pairs local schools with Fidelity associates to provide ongoing mentorship and educational support. During their time on-site, students engaged in a stock market simulation game led by Fidelity volunteers, offering them a taste of investment strategies, portfolio management, and the excitement of tracking gains and losses in real-time.

The experience was more than just a field trip; it was a carefully curated opportunity to introduce complex financial concepts in a way that resonated with young learners. Students were given virtual money to invest in different companies, allowing them to experiment with risk, diversification, and decision-making—skills that will serve them well both academically and personally. Simone, a fifth grader from Carlisle Elementary, described the activity as “a joy” and shared how she enjoyed seeing her investments grow over time. Her enthusiasm reflects the success of Fidelity’s approach: making financial education engaging, accessible, and fun for children who may otherwise never have exposure to these ideas.

Mentorship That Extends Beyond the Office Walls

Fidelity’s involvement doesn’t end once the students return to school. The company’s associates regularly visit classrooms at Glenn O. Carlisle Elementary, John G. Carlisle Elementary, and Swing Elementary to continue mentoring students throughout the academic year. These sessions are designed to build upon the initial visits, reinforcing key financial principles while encouraging curiosity and critical thinking. Volunteers use age-appropriate materials and real-life scenarios to help students understand budgeting, saving, and the value of compound interest.

For educators like Ms. Knaley, this partnership has been transformative. She noted that many of her students had never considered careers in finance before participating in the program. Now, they see Fidelity not just as a company but as a potential workplace—one that values community engagement and invests in their futures. The program also helps bridge the gap between theoretical math lessons and practical financial applications, giving students a tangible reason to care about what they’re learning in class. As Ms. Knaley explained, “We study numbers in school, but now my students can interpret those numbers as money—and that makes all the difference.”

Expanding Access Through Community Partnerships and Digital Tools

Recognizing that financial education must extend beyond the classroom, Fidelity has launched several new initiatives aimed at reaching more students and families across the country. One such effort involves collaborating with EVERFI, a leading provider of digital learning solutions, to deliver free online financial literacy curricula to teachers in 500 high schools nationwide. This digital expansion ensures that even students without direct access to in-person programs can benefit from Fidelity’s resources and expertise.

In addition to digital tools, Fidelity is piloting family engagement nights in select communities like Boston and Covington. These events invite parents and siblings to participate in financial workshops alongside their children, fostering intergenerational learning and empowering entire households. By involving families, Fidelity aims to create a ripple effect—where knowledge gained by one student becomes a valuable asset for the whole household. Whether it’s understanding credit scores, managing debt, or planning for college expenses, these conversations are equipping families with the tools they need to make informed financial decisions.

Building a Foundation for Long-Term Economic Empowerment

Fidelity’s work with schools and families underscores a broader mission: to equip the next generation with the skills necessary to achieve financial independence. According to internal data, the company has already reached over 550,000 students through its various programs over the past decade. These efforts align with growing national concerns about financial illiteracy among youth, especially in underserved communities where access to quality economic education remains limited.

Pamela Everhart, Head of Regional Public Affairs, Inclusion, and Impact at Fidelity Investments, emphasized that the company views financial education as both a corporate responsibility and a strategic imperative. “Our employees are our greatest asset,” she said. “Financial education is what we do—whether through our products, services, or community outreach. It’s not just about teaching kids how to manage money; it’s about helping them envision a future where they have control over their financial destinies.”

The Broader Implications for Education and Workforce Development

What sets Fidelity’s approach apart is its long-term vision for impact. Rather than treating financial literacy as a one-off lesson, the company integrates it into the broader educational ecosystem, working closely with school districts to embed curriculum-aligned content into existing coursework. This ensures sustainability and scalability, allowing the program to evolve alongside changing educational standards and student needs.

Moreover, Fidelity’s partnerships are paving the way for future workforce development. By exposing students early to the possibilities within the financial services sector, the company is cultivating a pipeline of talent that reflects the diversity of the communities it serves. For students in Covington, a city historically known for manufacturing and logistics, Fidelity’s presence introduces a new narrative—one where careers in finance, technology, and business innovation are not only possible but attainable.