The field of financial coaching has continued to grow over the last decade as an approach for supporting the financial capability of individuals across income levels and diverse populations. The growing demand for trained financial coaches translates into a call for more training opportunities. Yet, differentiating between training programs and choosing the one that best … Continue reading CFS Releases Financial Coaching Training Rubric
Author: moneyfitcfs
Webinar: CFS Presents “Financial Coaching: A Webinar Presentation of National Training Models”
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 … Continue reading Webinar: CFS Presents “Financial Coaching: A Webinar Presentation of National Training Models”
Summer/Fall 2017 Financial Coaching Newsletter Now Available
Articles include: Integrated Model Spotlight: Auto Loan Access Program, YWCA Southeast Wisconsin Financial Coaching Census 2016 Report Release The Center for Financial Security Proposes New “FINMed” Coaching Model for Healthcare Settings CFPB Releases Financial Coaching Symposium Report Upcoming Financial Coaching Training Opportunities Volunteer Financial Coaches Build Organizational Capacity and Help Individuals Take Control of Their … Continue reading Summer/Fall 2017 Financial Coaching Newsletter Now Available
University of Wisconsin-Madison Center for Financial Security 