The Center for Financial Security, led by J. Michael Collins and the Asset Funders Network (AFN) collaborated on the creation and publication of a financial coaching paper. Download Paper
Briefs
Overview of Financial Coaching
Written by the Center for Financial Security, led by J. Michael Collins, this brief explains what financial coaching is, introduces the A|4 financial coaching model, and lists financial coaching best practices. Download Brief
Impact of Finances 50+ Training Classes on Individuals’ Financial Behaviors
AARP Foundation, in collaboration with the Charles and Helen Schwab Foundation, designed and disseminated a financial capability curriculum targeted to the 50+ age group. Approximately 2,775 people participated in these classes in 2012 and 2013. The purpose of the report is to evaluate the impact of the financial training by comparing behaviors relating to key … Continue reading Impact of Finances 50+ Training Classes on Individuals’ Financial Behaviors
University of Wisconsin-Madison Center for Financial Security 