Date: March 21 & 22, 2018 Where: United Way of Greater Milwaukee & Waukesha County 225 W Vine St Milwaukee, WI 53212 Cost: $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 … Continue reading March 2018 Financial Coaching Training
Events
Center for Financial Security “FinTech: Innovations for Family Financial Security”: Resource and Event Page
This half day workshop hosted by The Center for Financial Security at the University of Wisconsin-Madison explored the potential for Financial Technology to address the needs of underserved consumers. The event was held in Nancy Nicholas Hall in the School of Human Ecology at the University of Wisconsin-Madison. Panelists from financial technology companies, researchers and … Continue reading Center for Financial Security “FinTech: Innovations for Family Financial Security”: Resource and Event Page
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”
University of Wisconsin-Madison Center for Financial Security 