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?

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

Hallie Lienhardt

Lienhardt2Assistant Director

My background in community development planning and housing allowed me to work directly with families facing foreclosure and economic difficulties. This work inspired me to seek an area of engagement that would connect low-income and vulnerable populations to financial capability tools and techniques that are empowering, inspiring, and well-researched. The Center for Financial Security in the School of Human Ecology takes this mission seriously and brings innovative thinking and research to a field that requires ongoing development and dynamic solutions.

hallie.lienhardt@wisc.edu

(608) 890-0229


Webinar: CFS presents “Strategies for Creating a More Accessible and Inclusive Financial Coaching Program”

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

Download Presentation Slides

Download Research Brief

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