Listen to the webinar:

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.

This webinar, the accompanying brief, and presentation, explores how to use the financial capability scale with regards to financial coaching. Review these resources to see how rigorously tested the financial capability scale is and how of value this scale can be to grantmakers.

Additionally, the other resources included here provide more in depth understanding of the institutions included in the above resources, such as Change Machine a live resource for Financial Coaching, and The Financial Clinic, which empowers communities through gaining assets.

Also worth exploring is a related resource in this library, Financial Coaching and the Financial Capability Scale: Moving to Implementation.

Resources Sponsors
These resources are sponsored by The Annie E. Casey Foundation.