2017 Financial Coaching Symposium: Resource Page

On April 24 through April 25, 2017, the Consumer Financial Protection Bureau (CFPB), in partnership with the Center for Financial Security (CFS) and Cities for Financial Empowerment Fund (CFE Fund), hosted leaders, researchers, and funders in the field of financial coaching at the University of Wisconsin-Madison to discuss the state of the financial coaching field and share insights and learning from research and practice. Stakeholders in the field worked together to outline a path toward further advancement and professionalization for the field of financial coaching.

Resources, presentations, and publications were shared by many of the speakers and panelists participating in the symposium, which are available below:

Research Panel Presentations:

Health Coach Presentation and Information:

Financial Coach Training and Preparation Competencies:

Links to Research Publications and Referenced Literature:

Opportunities to Stay Engaged: 

The Cities for Financial Empowerment Fund (CFE Fund) is seeking interested partners to participate in two working groups to advance our mutual efforts at professionalizing the field of financial counseling and coaching for those with low incomes. The working groups will focus on two priority topics repeatedly identified by partners, both of which are critical for the ongoing maturation of a professional field:

  • Counselor Training Evaluation Metrics
  • Counseling Code of Ethics

Please contact Matthew Spring, Associate, at mspring@cfefund.org with questions, to express your interest in participating, and to contribute suggestions no later than Friday, May 26, 2017.

To learn more about CFPB’s financial empowerment work, or to sign up for the listserv, please visit: https://www.consumerfinance.gov/empowerment/

Sign up for the CFS financial coaching newsletter, receive notifications of training opportunities and new coaching resources: 

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