The Center for Financial Security (CFS) and Asset Funders Network (AFN), with support from the Annie E. Casey Foundation, developed and released the first-ever Financial Coaching Census in the fall of 2015.
On May 8, 2016, presenters Hallie Lienhardt, Center for Financial Security, and Regina Salliey, The Annie E. Casey Foundation, with Annika Little, Asset Funders Network, shared the results of the Census, providing an overview of the field nationally – the size and scope of the financial coaching field, identified challenges and opportunities, and shared insights for funders and organizations delivering coaching to better and more swiftly address the shifting needs of coaching programs, financial coaching practitioners, and financial coaching clients.
University of Wisconsin-Madison Center for Financial Security 