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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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 introduction to financial coaching and can also be used as a refresher to practice and advance coaching skills.

A|4 Financial Coaching Foundations Workshop, May 4-5, 2017

Register Now

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.

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Webinar: CFS presents “Moving the Needle on Retirement Planning & Saving: The Role of Education”

UrbanRetirement planning and saving is often a difficult task for individuals and families. Studies show that more than one in four workers have less than $1000 in retirement savings. The question of how to stimulate employees to save for retirement has led to a variety of different tactics. Our March 1st webinar, discussed a field study completed by researchers from the Center for Financial Security, which tracks the effect of financial education on retirement savings in an online format. Results of the study show that this information-based intervention increases the reported participation in retirement planning, saving and using a budget. Presenters included Carly Urban, Assistant Professor, Department of Economics, Montana State University; Billy Hensley, Senior Director of Education, National Endowment for Financial Education; Tarna Hunter, Director of Strategic Engagement and Government Relations, Wisconsin Department of Employee Trust Funds; and Shelly Schueller, Deferred Compensation Director, Wisconsin Department of Employee Trust Funds.

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Research Brief

Webinar: CFS presents “LIFT-UP: An Innovative Approach to Municipal Financial Empowerment”

nlclogoThe Center for Financial Security (CFS)  and the National League of Cities (NLC) produced a webinar featuring research findings and future implications of the newly completed evaluation of Local Interventions for Financial Empowerment through Utility Payments (LIFT-UP) program. Listen to Denise Belser of NLC speak on the program’s background; Bonnie Ashcroft, of Houston’s Department of Public Works and Engineering, discuss the participating city perspective; and researcher Stephanie Moulton present on the findings and implications of the program.

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