This brief explores survey data collected from Center for Financial Security and University of Wisconsin-Extension financial coaching training participants between 2010 and 2016. The brief looks at how the trainings affected the ability and desire of participants to act in a financial coaching capacity. Download Brief
Author: moneyfitcfs
Spring 2017 Financial Coaching Training
Date: May 4-5, 2017 Where: Royal Credit Union Corporate Center, Eau Claire, WI Cost: $175 (Please note, as of June 1, 2017 the cost of our 2-day workshop will change to $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 … Continue reading Spring 2017 Financial Coaching Training
Webinar: CFS presents “Strategies for Creating a More Accessible and Inclusive Financial Coaching Program”
Please join the Center for Financial Security for a webinar to discuss a recent case study project conducted by CFS and supported by the Annie E. Casey Foundation. CFS interviewed financial coaching organizations from across the U.S. about their strategies for making their programs more inclusive and accessible to the communities they serve. View Webinar … Continue reading Webinar: CFS presents “Strategies for Creating a More Accessible and Inclusive Financial Coaching Program”
University of Wisconsin-Madison Center for Financial Security 