Webinar: Financial Coaching - Strategies and Outcomes for Grantmakers

Jul 07, 2015

Within the promising and growing field of financial coaching, a significant barrier to effective replication and scale of financial coaching remains: a lack of standardized metrics to help assess effectiveness in a consistent manner across grantees or the broader field. 

By coalescing around a set of measures that organizations can readily integrate into their existing client tracking system, funders, policymakers, and other stakeholders will be able to better understand the outcomes and impact of the delivery of their financial coaching investments.

Join AFN on July 7 at 12pm CST/1pm EST to learn about a new approach for measuring the effectiveness of financial coaching: The Financial Capability Scale.


J. Michael Collins, faculty director, Center for Financial Security at the University of Wisconsin, Madison

Mae Watson Grote, The Financial Clinic

Moderator:  Regina Salliey, The Annie E. Casey Foundation


Financial Coaching - Learn More


Webinar Resources

Slideshow Presentation (PDF)

Webinar Recording


Resources Mentioned in Webinar

The Financial Capability Scale - University of Wisconsin Extension

Center for Financial Security: The Financial Capability Scale Questions and Guide to Using the Scale

AFN Grantmaker Brief: Financial Coaching and the Financial Capability Scale: Moving to Implementation - A Discussion Draft

AFN Grantmaker Brief: Financial Coaching: An Asset Building Strategy

AFN Grantmaker Brief: Financial Coaching: An Asset Building Strategy - Executive Summary

The Financial Clinic's online financial coaching platform website

The Financial Clinic's Cash Value Report