Past Seminar Speakers and Topics

Spring 2017 Speaker Calendar:

John MullahyAnalyzing Food Insecurity, Multiple Deprivation, and Related Financial Security Outcomes (February 2, 2017)

Dee WarmathHow Am I Doing?: Financial Well-Being, Its Potential Antecedents, and its Relation to Psychological / Emotional Well-Being (February 9, 2017)

Dominik PiehlmaierFrom Preschool to Wall Street: The Development of Overconfidence (February 23, 2017)

David ElsterBarking Up the Wrong Tree: Revealing the Limitations of Financial Education through a Randomized Controlled Trial (March 2, 2017)

Eric Grodsky & Jayme PyneLooking for Debt in all the Wrong Places: The Increasing Role of Graduate Student Borrowing (March 9, 2017)

Olga KondratjevaBorrowing Sources, Purposes and Household Well-Being: Evidence from Nepal (March 30, 2017)

Emily GallagherThe Effects of Health Insurance on Home Payment Delinquency: Evidence from the ACA Marketplace Subsidies (April 6, 2017)

Olivia MitchellPutting the Pension Back in 401(k) Plans: Optimal versus Default Longevity Income Annuities (April 7, 2017 – 12-1:20pm in Grainger)

Anita MukherjeeThe Moral Hazard of Lifesaving Innovations: Naloxone Access, Opioid Abuse, and Crime (April 13, 2017)

Michael Collins – Household Finance and Health: Preliminary Analysis to Design a Therapy Adherence Intervention Using Financial Coaching(April 20, 2016)

Amrita KulkaBulk Purchases and Consumption Smoothing: Using Tax Policy Changes to Estimate Saving for the Future by Buying Ahead (April 27, 2017)

Benjamin KeysEyes Wide Shut? Mortgage Insurance During the Housing Boom (Friday, May 5, 2017) *Please note this seminar is being sponsored by the Real Estate Department in the WI School of Business and will be held  in Graaskamp 4440 at 10:30-12pm.

Fall 2016 Presenters:

Drew AndersonFinancial Aid for College (September 15, 2016)

Michael Collins – Evaluation of My Classroom Economy (September 22, 2016)

Justin Sydnor – Simplifying Health Insurance (September 29, 2016)

Rourke O’BrienDisparate Impact? Race, Sex, and the Use of Credit Reports in Hiring (October 6, 2016)

Kegon TanSocial Security Notch (October 13, 2016)

Kuan LiuTime to Repay or Time to Delay? The Effect of Having More Time Before a Payday Loan is Due (October 27, 2016)

Carly UrbanCan Financial Education in High School Affect Aid Packages for College Freshmen? (November 10, 2016)

SaradaEntrepreneurship and Wealth Mobility (November 17, 2016)

Cliff Robb – College Student Financial Behavior: A Social Cognitive Approach (December 1, 2016)

Madelaine L’esperanceGender and the Division of Household Financial Management (December 8, 2016)

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

Webinar: CFS Presents “Financial Coaching: A Webinar Presentation of National Training Models”

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.

View the recording

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Summer/Fall 2017 Financial Coaching Newsletter Now Available

Articles include:

  • Integrated Model Spotlight: Auto Loan Access Program, YWCA Southeast Wisconsin
  • Financial Coaching Census 2016 Report Release
  • The Center for Financial Security Proposes New “FINMed” Coaching Model for Healthcare Settings
  • CFPB Releases Financial Coaching Symposium Report
  • Upcoming Financial Coaching Training Opportunities
  • Volunteer Financial Coaches Build Organizational Capacity and Help Individuals Take Control of Their Finances:
    A Brief on Evaluating Volunteer Financial Coaching at Points of Light
  • Resources and Outreach Opportunities from Prosperity Now and Cities for Financial Empowerment Fund
  • Review You Can Use: Coaching Psychology Manual

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September 2017 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

Register Now