Spring 2018 Financial Coaching Newsletter Now Available

Articles include:

  • Coaching in Context: Coaching Clients Through Crisis
  • Broadening the Discussion about Measures
  • Training Opportunities & Coaching Census
  • Tele-coaching: Easy access to free financial coaching services
  • Review You Can Use
  • Interview with Health Coach Karen Lawson
  • Financial Coaching Spotlight: Capital Good Fund
  • Introducing the FCSportal.org

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Cliff Robb, Publishes Paper in Journal of Family and Economic Issues titled “College Student Financial Stress: Are the Kids Alright?”

Cliff Robb, Associate Professor of Consumer Science and Faculty Director of Consumer Finance and Financial Planning, published a paper in the Journal of Family and Economic Issues, based on an analysis of college students’ subjective well-being and persistence behavior conducted with an emphasis on financial stress and individuals’ perceptions of financial situation. The full paper is now available.

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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 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.

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CFS Releases Financial Coaching Training Rubric

The field of financial coaching has continued to grow over the last decade as an approach for supporting the financial capability of individuals across income levels and diverse populations. The growing demand for trained financial coaches translates into a call for more training opportunities. Yet, differentiating between training programs and choosing the one that best fits practitioner and organizational needs can be difficult.

This training rubric shares seven common components of financial coaching trainings and provides insights into the value of each one. This rubric is meant to provide guidance for individuals and organizations interested in comparing and choosing the training opportunities that best suit their needs.

Download Training Rubric