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 Capability Scale for Young Adults: FCS-Y

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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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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Summer 2016 Financial Coaching Newsletter

Summer 2016 Financial Coaching Newsletter 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 […]

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Financial Coaching Census 2015: 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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