Webinar: Financial Coaching Census 2016: Results & Insights

Jun 12, 2017

Financial coaching has gained recognition as a strategy that improves financial capability and security, and we hope the webinar answered many of your questions and allows you to better address the shifting needs of coaching programs.

After months of analyzing responses, The Center for Financial Security (CFS) and Asset Funders Network (AFN) presented the findings from the 2016 Census. 

Many thanks to presenters Hallie Lienhardt, Center for Financial Security, University of Wisconsin-Madison, and Don E. Baylor, Jr., The Annie E. Casey Foundation.   



Please click to read or download the full 2016 Census report and executive summary:

The Financial Coaching Census 2016: Brief

The Financial Coaching Census 2016: Executive Summary






Group Coaching Resources:

“Group Financial Coaching: Summary of Interview and Survey Findings.” Christi Baker & Collin O’Rourke, 2013 http://fyi.uwex.edu/financialcoaching/files/2013/02/CFS_Issue_Brief_2013-8.1.pdf

“Bringing Financial Coaching to Scale – The Potential of Group Coaching Models.” J. Michael Collins, Ryan Eisner, & Collin O’Rourke, 2013 http://fyi.uwex.edu/financialcoaching/files/2013/02/Group_Coaching_Brief_CFS_2013-7.1.pdf


Volunteer Coaching Resources

“Financial Coaching: An Asset Building Strategy.” A brief written and published collaboratively with the Asset Funders Network and the Center for Financial Security, 2014 [link]http://assetfunders.org/images/pages/AFN_FinacialCoaching(WEB_version).pdf (Volunteer model is referred to on page 7)

Our Summer 2015 Newsletter has a great interview with Cally Ingebritson of Prepare + Prosper which is an organization that uses a volunteer model for the coaching program: http://fyi.uwex.edu/financialcoaching/files/2015/07/Coaching_Newsletter_Spring-2015.pdf


Accessibility and Inclusion Brief

Creating a More Inclusive and Accessible Financial Coaching Program: A Case Study Exploration of Strategies and Recommendations http://fyi.uwex.edu/financialcoaching/files/2017/03/Financial-Coaching-Accessibility-and-Inclusion-Brief-FINAL.pdf