This brief explores survey data collected from Center for Financial Security and University of Wisconsin-Extension financial coaching training participants between 2010 and 2016. The brief looks at how the trainings affected the ability and desire of participants to act in a financial coaching capacity. Access the brief here: Financial Coaching Training Brief
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The Fall 2014 Financial Coaching Newsletter is available for viewing. Articles include: Participant Perspectives on Financial Coaching Interview with Darcy Luoma Introducing The A|4 Coaching Model Review You Can Use: HARD Goals Focus on Financial Coaching Training
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Click here to access a new brief, “Overview of Financial Coaching,” written by J. Michael Collins. The brief explains what financial coaching is, introduces the A|4 financial coaching model, and lists financial coaching best practices.
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CFS and the Asset Funders Network (AFN) collaborated on the creation and publication of a financial coaching brief. A recording of and slides from a June 4, 2014 webinar about the brief are available here on the Asset Funders Network website.
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This issue brief reports on interviews and survey data from a group coaching pilot program. The brief summarizes findings from a group financial coaching program piloted by the Maryland CASH Campaign (mdcash.org) in spring 2013. The program was developed as a way to deliver financial coaching services efficiently by building on the success of group-based […]
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