MyBudgetCoach Pilot Study: Final Report and Summary Brief

my-budget-coachThis pilot study explores the delivery and effectiveness of MyBudgetCoach (MyBC), a financial coaching program designed to help low- and moderate-income adults develop budgeting skills, set financial goals, and work towards those goals. This study compares two modes of program delivery: in-person coaching and fully remote coaching. By testing financial coaching in these two contexts, this project seeks to shed light on how to increase the scale of coaching using technology while maintaining an individualized focus on clients’ goals and promoting behavior change.

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Webinar: Financial Inclusion – A National League of Cities Scan of Local Efforts

nlclogoDate: November 17, 2015

Description: A webinar was held to present findings from the City Scan of Local Financial Inclusion Efforts, conducted by the National League of Cities (NLC).  Seeking to explore the various ways that city leaders are promoting financial inclusion, the NLC Institute for Youth, Education, and Families developed the City Scan of Local Financial Inclusion Efforts (Scan) in collaboration with United Way Worldwide and CFS.

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Exploring New Frontiers in Financial Capability Research for Vulnerable Populations

Leah-Gjertson_2
Leah Gjertson

CFS hosted the Exploring New Frontiers in Financial Capability Research for Vulnerable Populations workshop on June 5th and June 6th, 2012.

This brief by Leah Gjertson synthesizes presentations and discussions from the event into seven key themes. The themes focus on lessons for both practice and research on financial capability in the United States.

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Exploring New Frontiers in Financial Capability for Vulnerable Populations Workshop

LakeshoreDate: June 5-6, 2012

Description: The Center for Financial Security hosted the Exploring New Frontiers in Financial Capability for Vulnerable Populations Workshop in Madison, WI. The workshop, presented through funding from the Social Security Administration Financial Literacy Research Consortium, brought together researchers, policymakers, and practitioners to discuss financial capability research.

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