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.
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