Financial Coaching: Training Rubric

The field of financial coaching has continued to grow over the last decade as an approach for supporting the financial capability of individuals across income levels and diverse populations. The growing demand for trained financial coaches translates into a call for more training opportunities. Yet, differentiating between training programs and choosing the one that best […]

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Financial Coaching Census 2016: Results Brief

Financial coaching has gained recognition as a strategy that can improve financial capability and security. Yet within this advancing field of practice, many questions remain.  What is the current size of the field?  How is financial coaching being implemented?  How do organizations, coaches, and funders measure success? And what is needed to support more effective […]

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University of Wisconsin-Extension Financial Coaching Training Outcomes

This brief explores survey data collected from Center for Financial Security and University of Wisconsin-Extension financial coaching training participants between 2010 and 2016. The brief looks at how the trainings affected the ability and desire of participants to act in a financial coaching capacity. Access the brief here: Financial Coaching Training Brief

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Creating a More Inclusive and Accessible Financial Coaching Program: A Case Study Exploration of Strategies and Recommendations

The Annie E. Casey Foundation, a decade long partner of the Center for Financial Security (CFS) in financial coaching research and outreach, identified the subject of accessibility, equity, and inclusion as an area in need of deeper exploration and attention. In order to address this subject, CFS conducted a case-study project to learn how organizations […]

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Financial Coaching: Review of Existing 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 […]

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