The field of financial coaching has continued to mature over the last decade as an approach for supporting the financial capability of individuals across income levels and diverse populations. As a growing number of nonprofits integrate financial coaching into their service delivery mix, there is an increasing demand for trained financial coaches and an accompanying need for quality and consistent training opportunities.

There is little doubt that training and professional development are essential for professionalizing the field of financial coaching. Yet practitioners – and the funders who support them – are often unclear on how to assess and select the training and professional development opportunities that best meets their needs.