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.

September 24&25, 2019 Financial Coaching Workshop Poster

Register Now

March 2019 Financial Coaching Training

Date: March 26-27, 2019

Where: Goodwill Industries of Southeastern WI, James O. Wright Center for Work & Training, 6055 North 91st Street

Milwaukee, WI 53225

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.

Milwaukee, WI – March 26-27,2019 Financial Coaching Workshop Poster

Register Now

Supporting Employee Financial Stability: How Philanthropy Catalyzes Workplace Financial Coaching Programs

The Center for Financial Security and the Asset Funders Network (AFN) collaborated on a case-study investigation of employer-based financial coaching programs in the latest research: Supporting Employee Financial Stability: How Philanthropy Catalyzes Workplace Financial Coaching Programs. This brief shares innovative approaches employers believe increase recruitment and retention while impacting employee financial well-being.

Download Brief

Download Executive Summary