Registration Now Open for CFS Event “FinTech: Innovations for Family Financial Security”

This half day workshop hosted by The Center for Financial Security at the University of Wisconsin-Madison will explore the potential for Financial Technology to address the needs of underserved consumers. Panelists from financial technology companies, researchers and practitioners will contribute to a lively conversation followed by a key note speaker and reception. Affiliates and Fellows of the Center for Financial Security, students, local business leaders, and community stakeholders from the region are encouraged to attend.

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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 and preparation competencies taught through financial coaching training.

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Webinar: “Financial Coaching and Medication Adherence: The Potential for a New Model”

On June 28, 2017, the Center for Financial Security held a webinar presenting new research into the relationship between financial management behaviors and households’ ability to pay for out-of-pocket medical expenses. The webinar introduced the “FINMed” financial coaching intervention designed to help families pay for ongoing health care needs.

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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.

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