Financial Coaching: Review of Existing Research

As the field of Financial Coaching continues to grow, so do the number of publications on the topic. The Center for Financial Security created a comprehensive literature review in October of 2015, which summarized the findings of 26 reports, briefs, articles and other publications over the last 8 years. In March of 2017 the Center […]

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Summer 2016 Financial Coaching Newsletter

Summer 2016 Financial Coaching Newsletter Articles include: Best Practices for Outreach and Client Recruitment for Financial Coaching Programs written by Anna Wood, MSW; Review You Can Use: Coaching Skills Handbook, 3rd Edition by author Jenny Rogers, review by Peggy Olive CFED Listening and Learning Webinar Series CFE Fund: The Professionalizing Field of Financial Coaching and […]

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Financial Coaching Census 2015: Results Brief

Financial coaching has gained recognition as a strategy that can improve financial capability and security. Yet within this advancing field of practice, many questions remain.  What is the current size of the field?  How is financial coaching being implemented?  How do organizations, coaches, and funders measure success? And what is needed to support more effective […]

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Coaching Can Help Families Strengthen Financial Security

J. Michael Collins provides an overview of Financial Coaching as a useful technique to help families increase their financial capability and security. This essay, published for the WPR series Literacy in Wisconsin, characterizes the differences between coaching, counseling and education, and discusses recent research and efforts that have increased financial coaching’s traction in the field […]

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