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.
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.
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?
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.