View an in-depth white paper that highlights how empathy-focused online and phone-based financial coaching program helps under-served participants increase credit knowledge, improve savings, reduce debt, and enhance financial confidence. Prepared by the Center for Financial Security.
Financial Coaching
Summer 2019 Financial Coaching Newsletter Now Available
This Summer ’19 Newsletter includes articles by new CFS colleague, Susan Taylor, who joins us after working for over four years as a CFPB Financial Coach; updates on training opportunities and resources; and new work being done by the National Disability Institute with their Empowered Cities Initiative.
Financial Coaching Census 2019: Results Brief & Webinar
On July 30th, 2019, AFN presented it’s Ask the Author with Hallie Leinhardt, Center for Financial Security sharing on findings revealed from the 2019 Financial Coaching Census.
After 3 waves of coaching censuses between 2015-2019, we know a lot about the coaching field, and we’re excited to share the trends and their implications.
We discussed webinar to find out what these trends mean and what is called for moving forward:
- How has the field evolved over time?
- What are the primary financial coaching outcomes measures?
- What are the persistent challenges in the field?
September 2019 Financial Coaching Training
Date: September 24 – 25, 2019
Where: Pyle Center, UW-Madison Campus, 702 Langdon St, Madison, WI 53706
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.
University of Wisconsin-Madison Center for Financial Security 
