The Annie E. Casey Foundation, a decade long partner of the Center for Financial Security (CFS) in financial coaching research and outreach, identified the subject of accessibility, equity, and inclusion as an area in need of deeper exploration and attention. In order to address this subject, CFS conducted a case-study project to learn how organizations recognize the challenges that various communities or populations face in accessing coaching and the strategies that are employed to alleviate these barriers or obstacles. This brief will provide a variety of insights and recommendations for creating more equitable opportunities and inclusive programs based on the first-hand experiences of organizations across the nation. Access this brief here: Creating a More Inclusive and Accessible Financial Coaching Program: A Case Study Exploration of Strategies and Recommendations
An accompanying webinar is also available: Strategies for Creating a More Accessible and Inclusive Financial Coaching Program.