J. Michael Collins, Nathalie Gons, & Kasey Wiedrich prepared this brief on financial counseling and financial access among job training participants. The results of the study show that integrating access to financial products and services is feasible at scale. The high take-up rate of bank accounts suggests that unbanked participants had a strong desire to become banked and would take advantage of an opportunity if offered an account that had agreeable terms and was easy to open.
J. Michael Collins, Elizabeth Odders‐White, & Kasey Wiedrich conducted field studies to test the effect of classroom-based financial education and access to a bank or credit union branch in school, alone and in combination, on students’ financial knowledge, financial behaviors, and attitudes toward financial institutions and saving.
Financial coaching is an emerging approach that helps individuals set financial goals, develop concrete action plans toward those goals, and maintain accountability. This report by J. Michael Collins, Nathalie Gons and Kasey Wiedrich summarizes interviews with workshop participants from UW-Extension’s financial coaching trainings, which were held in December 2010, April 2011, and May 2011. The goal of these interviews was to discover how participants use financial coaching, including how many people they reach.