2019 Financial Coaching Census – Participate Today!

The practice of financial coaching has emerged as a rapidly growing field as an increasing  number of organizations integrate the coaching approach into their efforts to help people realize their financial goals. The 2019 Census will be the third Census survey conducted by the Center for Financial Security and the Asset Funders Network.  The Census provides information on the size and scope of financial coaching efforts across the U.S., along with challenges and opportunities for the field. This third round of the Financial Coaching Census will document important trends and will allow for a comparison of results from the last two rounds and see changes and growth that have occurred. Participate today!

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Reaching Vulnerable Populations with FCAB (Financial Capability and Asset Building) Services: A Webinar Exploration and Discussion

The Center for Financial Security held a webinar on September 11, 2018, which explored survey data from social worker faculty and students. Researchers from the Center for Social Development at Washington University in St. Louis discussed the role of social service professionals in creating more inclusive models of financial capability service delivery. 

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July 2018 Financial Coaching Training

Date: July 23 & 24, 2018
Where: Steinmetz College Prep
3030 N. Mobile Ave
Chicago, IL 60634

Cost: $245

Description: University of Wisconsin trainers will provide a 2-day workshop on skills and strategies for financial coaches. This workshop is designed as an introduction to financial coaching and can also be used as a refresher to practice and advance coaching skills.

More info: Chicago, IL July 23-24, 2018 Coaching Workshop

Register Now

The Alliance For The American Dream: DreamUp Wisconsin

Community members and university faculty have a chance to discuss ideas at one of the many community forums held to kick off DreamUp Wisconsin.

The Alliance for the American Dream is a new community-university collaboration funded by Schmidt Futures that aims to promote shared prosperity and increase American competitiveness. The University of Wisconsin–Madison (UW) is one of four public universities chosen by Schmidt Futures to partner in this work.

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Spring 2018 Financial Coaching Newsletter Now Available

Articles include:

  • Coaching in Context: Coaching Clients Through Crisis
  • Broadening the Discussion about Measures
  • Training Opportunities & Coaching Census
  • Tele-coaching: Easy access to free financial coaching services
  • Review You Can Use
  • Interview with Health Coach Karen Lawson
  • Financial Coaching Spotlight: Capital Good Fund
  • Introducing the FCSportal.org

Read Now