Findings from the 2016 Financial Coaching Census show that financial coaching training remains the most highly ranked resource to improving delivery of financial coaching to clients by census respondents. Building on the findings from the Coaching Census around training, discussions from the CFPB’s 2017 Financial Coaching Symposium highlighted a field-wide desire for collaboration, communication and clarity surrounding best-practices and preparation competencies taught through financial coaching training.
In response to this overwhelming interest in gaining information and resources surrounding trainings available across the nation, the Center for Financial Security organized and produced a webinar held on August 23, 2017 focused on providing participants with a comprehensive overview of some of the most widely utilized financial coaching trainings. Representatives from the University of Wisconsin-Madison, Association for Financial Counseling and Planning Education (AFCPE), Sage Financial Solutions, NeighborWorks America, and Central New Mexico Community College delivered presentations that answered the “Who?”, “Why?”, “How?” and “What’s Next?” of their coaching training models.
Additional Training Resources:
- Find out more about The Prosperity Agenda’s Financial Coaching Training and contact training@theprosperityagenda.org or 206.973.2294 for more information.
- Visit the MEDA website for more information about their organization and view information about the MEDA Viva Model. Contact Lucy Arellano, Director of Asset Building Programs, MEDA, larellano@medasf.org to learn more.
University of Wisconsin-Madison Center for Financial Security 