Summer-Fall 2017 Financial Coaching Newsletter

Summer-Fall 2017 Financial Coaching Newsletter Articles include: Integrated Model Spotlight: Auto Loan Access Program, YWCA Southeast Wisconsin Financial Coaching Census 2016 Report Release The Center for Financial Security Proposes New “FINMed” Coaching Model for Healthcare Settings CFPB Releases Financial Coaching Symposium Report Upcoming Financial Coaching Training Opportunities Volunteer Financial Coaches Build Organizational Capacity and Help […]

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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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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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