With over 30 faculty affiliates across departments at UW-Madison, as well as more than 30 fellows at other institutions throughout the nation, The Center for Financial Security is pleased to provide a platform for sharing some of the most exciting and innovative early stage research in the household finance realm.
Join us every Thursday in Rm 1199 of Nancy Nicholas Hall from 3:45-5pm for this multi-disciplinary exploration of household finance research.
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 used as a refresher to practice and advance coaching skills.
A|4 Financial Coaching Foundations Workshop, March 21 & 22, 2018
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 practitioners contributed to a lively conversation followed by a key note speaker and reception. Attendees of the event included Affiliates and Fellows of the Center for Financial Security, students, local business leaders, and community stakeholders from the region.
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.
Date: September 26-27, 2017
Where: Pyle Center, Madison, WI
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 used as a refresher to practice and advance coaching skills.
A|4 Financial Coaching Foundations Workshop, September 26 & 27, 2017
