Spring 2018 Financial Coaching Newsletter Articles Include: Coaching in Context: Coaching Clients Through Crisis Broadening the Discussion about Measures Training Opportunities & Coaching Census Tele-coaching: Easy access to free financial coaching services Review You Can Use Interview with Health Coach Karen Lawson Financial Coaching Spotlight: Capital Good Fund Introducing the FCSportal.org
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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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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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The Center for Financial Security (CFS) developed the Financial Capability Scale (FCS) as a standardized 6-question tool for tracking clients’ progress in financial coaching, counseling, and education programs. The FCS questions focus on clients’ self-reported behavior. Some programs use the FCS with young adults ages 18 to 22 enrolled in higher education or just entering […]
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Click here to access a brief by CFS that explores options for integrating technology into financial coaching.
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