The Center for Financial Security held a webinar on April 24, 2018, which explored findings from a field study examining the effects of access to financial services on elementary students’ financial learning. The field study describes two school-based savings programs targeted to elementary-age students. Using differential access to school branches, as well as randomized seed deposits for opening an account, researchers were able to estimate the effects of students having savings accounts on changes in financial knowledge and behavior.
The Center for Financial Security produced a webinar on March 14, 2018 exploring the findings from a study examining the increasing rate of mortgages among elderly households and reasons for this rise. Following the research presentation, discussants from the AARP Foundation and Elder Financial Safety Center with The Senior Source offered insights into how these findings may impact programmatic efforts to serve older Americans and current initiatives that are in place to address this growing mortgage trend.
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.
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.
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.