Practitioner tools for navigating financial exchanges with family and friends
Author: CFPB - Consumer Financial Protection Bureau
Topic: Financial coaching & counselling
Publisher: CFPB - Consumer Financial Protection Bureau
Location: United States
Format: Toolkit
Content Type: Training/Toolkits
Publication Date: June 3, 2021

Financial educators are particularly aware of the prevalence of these types of financial arrangements – otherwise known as family financial exchanges (FFEs). To support practitioners helping clients through these often sensitive conversations about these arrangements, the Consumer Financial Protection Bureau released the Friends and Family Exchanges Toolkit , a four-part guide for coaching clients in asking for financial help or changing an existing agreement due to their own financial hardship.

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