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”
Hallie Lienhardt
Updated Review of Financial Coaching Research
As the field of Financial Coaching continues to grow, so do the number of publications on the topic. The Center for Financial Security created a comprehensive literature review in October of 2015, which summarized the findings of 26 reports, briefs, articles and other publications over the last 8 years. In March of 2017 the Center … Continue reading Updated Review of Financial Coaching Research
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 