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 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 […]
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The Center for Financial Security (CFS) developed the Financial Capability Scale (FCS) as a standardized 6-question tool for tracking clients’ progress in financial coaching, counseling, and education programs. The FCS questions focus on clients’ self-reported behavior. Some programs use the FCS with young adults ages 18 to 22 enrolled in higher education or just entering […]
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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 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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