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

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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

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Webinar: CFS Presents “The Effects of Access to Banking Services on Elementary Students’ Financial Learning: A Field Study”

The Center for Financial Security held a webinar on April 24, 2018, which explored findings from a field study examining the effects of access to financial services on elementary students’ financial learning. The field study describes two school-based savings programs targeted to elementary-age students. Using differential access to school branches, as well as randomized seed deposits for opening an account, researchers were able to estimate the effects of students having savings accounts on changes in financial knowledge and behavior.

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