2015 Financial Coaching Census


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. 

To begin addressing these questions and support the growth of the financial coaching field, the Center for Financial Security (CFS) and Asset Funders Network (AFN) developed the first-ever Financial Coaching Census to better understand the financial coaching field, from its size to its scope, identifying both challenges and opportunities. 

The Financial Coaching Census explains the methodology, summarizes the key findings and baseline insights, discusses areas for reflection, and identifies actionable steps to move the field forward. The objective moving forward is to deliver the Coaching Census on a yearly basis, allowing the field to track the trends, both positive and negative, that occur as the field continues to grow.  These insights will allow funders and organizations delivering coaching to better and more swiftly address the shifting needs of coaching programs, financial coaching practitioners, and financial coaching clients.

Click here to read the Census results

Click here to see the Recorded Presentation from May 2016