Financial Coaching: A Webinar Presentation of National Training Models 

Findings from the 2016 Financial Coaching Census show that financial coaching training remains the most highly ranked resource to improving delivery of financial coaching to clients by census respondents. Building on the findings from the Coaching Census around training, discussions from the CFPB’s 2017 Financial Coaching Symposium highlighted a field-wide desire for collaboration, communication and clarity surrounding best-practices and preparation competencies taught through financial coaching training.

In response to this overwhelming interest in gaining information and resources surrounding trainings available across the nation, the Center for Financial Security has organized a webinar focused on providing participants with a comprehensive overview of some of the most widely utilized financial coaching trainings. Representatives from the University of Wisconsin-Madison, Association for Financial Counseling and Planning Education (AFCPE), Sage Financial Solutions, NeighborWorks America, and Central New Mexico Community College will deliver presentations that answer the “Who?”, “Why?”, “How?” and “What’s Next?” of their coaching training models. Viewers will have opportunity to participate in a Q & A following presentations.