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Financial Coaching Strategies

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Technology Use in Financial Coaching Brief

Published on June 19, 2014December 30, 2014 by Hallie Lienhardt

Click here to access a brief by CFS that explores options for integrating technology into financial coaching.

Categorized: Coaching Research, Practitioner Resources

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Financial Coaching as an Asset Building Strategy Brief

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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Financial Coaching Training Curricula: Field Inventory and Summary Brief

With support from the Annie E. Casey Foundation, CFS has worked to summarize and inventory existing financial coaching training programs available in the field of Financial Coaching. This brief is intended to provide a basic characterization and description of the training programs included. Common elements of the programs are included, partnerships between programs are described, a training curricula matrix of training characteristics was devised, and a summary section of recommendations for fu

Recent Publications

  • Spring 2018 Financial Coaching Newsletter
  • Financial Coaching: Training Rubric
  • Summer-Fall 2017 Financial Coaching Newsletter
  • Financial Coaching and Medication Adherence: Introducing the “FINMed” Coaching Model
  • Financial Coaching Census 2016: Results Brief

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