Please join the Center for Financial Security for a webinar to discuss a recent case study project conducted by CFS and supported by the Annie E. Casey Foundation. CFS interviewed financial coaching organizations from across the U.S. about their strategies for making their programs more inclusive and accessible to the communities they serve. View Webinar … Continue reading Webinar: CFS presents “Strategies for Creating a More Accessible and Inclusive Financial Coaching Program”
Financial Coaching
Winter 2017 Financial Coaching Training
Date: January 12-13, 2017 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, Jan. 12-13, 2017 Register Now
Summer 2016 Financial Coaching Newsletter Now Available
Articles include: Best Practices for Outreach and Client Recruitment for Financial Coaching Programs written by Anna Wood, MSW Review You Can Use: Coaching Skills Handbook, 3rd Edition by author Jenny Rogers, review by Peggy Olive CFED Listening and Learning Webinar Series CFE Fund: The Professionalizing Field of Financial Coaching and Counseling The Financial Coaching Census: … Continue reading Summer 2016 Financial Coaching Newsletter Now Available
University of Wisconsin-Madison Center for Financial Security 