CFED and CFS have teamed up to provide a four-part virtual series on Financial Coaching & Counseling topics. During each webinar, participants will have the opportunity to learn from practitioners, researchers and other experts, reflect on their own experiences and share questions and opinions.
June 8 | Increasing Focus: Gaining Clarity about ”Financial Coaching” vs. “Financial Counseling” & the Implications for Preparing Your Team
We’ll start our series with a brief history and review of different definitions of financial coaching and counseling, as well as discuss the range of training available for each. What are the goals of your program? What skills do you want to build on your team? Where are the training gaps you’d like to fill?
July 13 | Lead by Design: Deepen Understanding of Program Design & Models to Better Meet People Where They Are
Program design is essential for success. We’ll explore a number of program design elements, including assessing organizational capacity, choosing a stand-alone or service integration approach, reaching out to community partners and incorporating a client-centered approach. In addition, financial coaching models can vary widely. We’ll discuss volunteer-based coaching, group coaching, coaching by telephone and the integration of coaching with other services such as workforce development or public health. What models are you using or exploring in your programs?
August 10 | Demonstrating Success: Identifying Metrics to Measure Financial Coaching & Counseling Impact
Measuring outcomes can be one of the greatest challenges that financial coaching programs face. We’ll learn about the Center for Financial Security’s Financial Capability Scale and the Consumer Financial Protection Bureau’s Financial Well-Being Scale as potential measurement tools for financial coaches. We’ll also hear about CFED’s Tracking Financial Capability Guide. How are you tracking success?
September 14 | Taking It to the Next Level: Exploring Financial Coaching Platforms & Putting It All Together
Many groups are exploring how technology can help coaching programs reach a larger and more diverse audience, as well as help with consistency and standards. We’ll explore a variety of financial coaching platforms, including the technology and training required. As we close the series, we’ll discuss a number of resources, tools and guides that can help practitioners build strong, evidence-based financial coaching programs. What tools and resources do you use to support your program?