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
Financial Coaching - Learn More
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: An Asset Building Strategy
AFN Grantmaker Brief: Financial Coaching: An Asset Building Strategy - Executive Summary
The Financial Clinic's Cash Value Report