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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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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10 Financial Coaching Best Practices

The following document was developed as a short list of ‘best practices’ derived from the literature on coaching psychology and insights offered by coaching practitioners. Financial Coaching Best Practices (pdf) Sample Financial Coach’s Log (see best practice #9)

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