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”
Webinars
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. View the recording Download Slides The … Continue reading Webinar: “Financial Coaching and Medication Adherence: The Potential for a New Model”
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. View Webinar … Continue reading Webinar: CFS presents “Strategies for Creating a More Accessible and Inclusive Financial Coaching Program”
University of Wisconsin-Madison Center for Financial Security 