(CNM) has trained hundreds of new financial coaches in cities across the United States. These trainings have been central to the expansion of the financial coaching field. In 2009, CNM along with partners at the Center for Financial Security and the Annie E. Casey Foundation developed a set of three surveys designed to measure the shorter- and longer-term effects of the trainings on participants’ knowledge, attitudes, and behaviors. The baseline and post surveys were administered immediately before and after each training, respectively, and participants received a follow-up survey via email several months after the trainings. This report by J. Michael Collins and Collin O’Rourke summarizes results using data collected from 2009-2012. Data from 20 CNM training locations are included in this report. The survey data were matched at the individual-level across the three waves.
University of Wisconsin-Madison Center for Financial Security 