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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Mary Hamman

lucy_smallAssistant Professor, Economics 
University of Wisconsin-La Crosse
Utah State University


Areas of Research Interest:
Economics of preventive healthcare, Retirement policy and workforce aging, Part time employment, Partial retirement, Parental leave, and Maternal labor supply

More information

J. Michael Collins

CollinsFaculty Director, Center for Financial Security
Fetzer Family Chair in Consumer and Personal Finance
Associate Professor, Consumer Science
Associate Professor, La Follette School of Public Affairs
University of Wisconsin-Madison

In addition to serving as Faculty Director of Center for Financial Security, I hold appointments at the La Follette School of Public Affairs, UW-Extension, Cooperative Extension and the Institute for Research on Poverty.

I study consumer decision-making in the financial marketplace, including the role of public policy in influencing credit, savings and investment choices. My current focus is on financial capability and well-being with a focus on low-income families.

I came to academia after consulting and working in the nonprofit/foundation sector, as well as the public sector. My masters is from the John F. Kennedy School of Government and Harvard University and my PhD is from Cornell University.


(608) 262-0369

Areas of Research Interest:  Consumer Decision-Making in the Financial Marketplace, Role of Public Policy in Influencing Credit, Savings and Investment Choices, Financial Capability with Focus on Low-Income Families, and Household Finance

More information