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 … Continue reading Webinar: CFS Presents “Financial Coaching: A Webinar Presentation of National Training Models”
Financial Coaching
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 … Continue reading Summer/Fall 2017 Financial Coaching Newsletter Now Available
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 … Continue reading September 2017 Financial Coaching Training
University of Wisconsin-Madison Center for Financial Security 