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Topic: Financial coaching & counselling
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Financial Coaching Program Design Guide: A Participant-Centred Approach

This comprehensive resource from Prosperity Now supports organizations in developing a participant-centered financial coaching program. Grounded in a field survey, over 100 interviews, expert advice and beta-testing with six new financial coaching programs, the Coaching Guide highlights the...

Publication Date: September 28, 2018
Topic: Financial coaching & counselling
Author: Prosperity Now (formerly CFED)
Publisher: Prosperity Now (formerly CFED)
Content Type: Programs
Format Type: Guide
Tag: Evaluation, Financial coaching, Financial counselling, program design, Program development, United States
Location: United States
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Financial coaching tools

This toolkit contains tools and worksheets you can use with your financial coaching clients. Each document should be used as a part of the coach-client relationship.  This include financial coaching tools such as the financial wheel of life and tips for the first meeting, as well as tools and...

Publication Date: May 15, 2018
Topic: Curriculum & Training, Financial coaching & counselling
Author: Prosper Canada
Publisher: Prosper Canada
Content Type: Prosper Canada Toolkits
Format Type: Curriculum
Tag: Budgeting, Debt, Financial coaching, Financial literacy, Goal setting, Saving, training handout
Location: Canada
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Supporting Employee Financial Stability: How Philanthropy Catalyzes Workplace Financial Coaching Programs

More than half of all employees in the United States report that they are financially stressed, and nearly one in three employees reports being distracted by personal financial issues while at work. This financial stress impacts individuals’ health, relationships, productivity, and time away...

Publication Date: September 28, 2018
Topic: Financial coaching & counselling, Financial well-being
Author: Hallie Lienhardt, Sara Nowakowski
Publisher: AFN - Asset Funders Network
Content Type: Research
Format Type: Report
Tag: Case studies, Credit, Employment, Financial coaching, Low income, Outcomes, philanthropy, Program development, Research, Saving, United States, workplace
Location: United States
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How to use the ‘Managing your money’ resource

This webinar is all about Managing your money, a resource developed to support money conversations and workshops with Indigenous individuals or families. We all strive to achieve a good life or Miyupimaatisiiun. The Managing your money booklet offers a series of seven simple and engaging...

Publication Date: July 31, 2018
Topic: Financial coaching & counselling, Financial literacy, Financial well-being
Author: Prosper Canada
Publisher: Prosper Canada
Content Type: Prosper Canada Webinars
Format Type: Webinar
Tag: Aboriginal Peoples, Canada, Financial coaching, Financial literacy, Frontline, Goal setting, Indigenous, Training
Location: Canada
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Measuring Financial Capability and Well-Being in Financial Coaching Programs

This brief describes the data collected and lessons gleaned from the Financial Coaching Impact & Evaluation Fellowship, which took place over the course of 10 months in 2017. Ultimately, this brief argues that the Financial Well-Being Scale and the Financial Capability Scale are promising...

Publication Date: November 1, 2017
Topic: Financial coaching & counselling, Research and evaluation
Author: Emily Hoagland, Kasey Wiedrich, Parker Cohen
Publisher: Prosperity Now (formerly CFED)
Content Type: Research
Format Type: Report
Tag: Data collection, Evaluation, Financial capability, Financial coaching, Financial well-being, Instrument, Measurement, Outcomes, Research, Scale, United States
Location: United States
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Financial Capability Scale

The Center for Financial Security (CFS) and Annie E. Casey Foundation have developed a short set of standardized client outcome measures to create the Financial Capability Scale (FCS).  In 2011, CFS worked with four organizations to collect data on client outcome measures, with the goal of...

Publication Date: January 1, 2013
Topic: Financial coaching & counselling, Research and evaluation
Author: Collin O'Rourke, J. Michael Collins
Publisher: Center for Financial Security
Content Type: Tools
Format Type: Toolkit
Tag: Data collection, Evaluation, Financial capability, Financial coaching, Measurement, United States
Location: United States
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Financial Coaching Process Evaluation Report

This report presents the findings of the process evaluation of the Financial Coaching pilot, a part of the Financial Empowerment Collaborative in Calgary. In documenting the procedures and early thoughts of participating programs on the implementation of this pilot project, we assessed how well...

Publication Date: January 1, 2018
Topic: Financial coaching & counselling
Author: Paul Fairie
Publisher: The United Way
Content Type: Research
Format Type: Report
Tag: Canada, Community of practice, Financial coaching, Financial well-being, Low income, Matched savings account, Service integration
Location: Alberta, Canada
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My Budget Coach Pilot Evaluation

This pilot study explores the delivery and effectiveness of MyBudgetCoach, a financial coaching program designed to help low- and moderate-income adults develop budgeting skills, set financial goals, and work towards those goals. Specifically, this study compares two modes of program delivery,...

Publication Date: August 10, 2016
Topic: Financial coaching & counselling
Author: Collin O'Rourke, J. Michael Collins, Leah Gjertson
Publisher: Center for Financial Security
Content Type: Research
Format Type: Report
Tag: Financial coaching, Low income, Technology, United States
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An Evaluation of the Impacts and Implementation Approaches of Financial Coaching Programs

A presentation outlining The Financial Clinic and why it was created, model outcomes and...

Publication Date: April 15, 2015
Topic: Financial coaching & counselling
Author: Brett Theodos
Publisher: Urban Institute
Content Type: Research
Format Type: Presentation
Tag: Financial coaching, United States
Location: United States
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An Evaluation of the Impacts and Implementation Approaches of Financial Coaching Programs

Increasing interest in the role that consumer-focused policy interventions can play in improving economic outcomes has led to a host of intervention models in recent years. Financial coaching has emerged as one prominent model in this field, aimed at improving consumer financial outcomes by using...

Publication Date: November 15, 2016
Topic: Financial coaching & counselling, Poverty issues
Author: Brett Theodos, Christina Plerhoples Stacy, Dina Emam, Juan Collazos, Margaret Simms, Mark Treskon, Rachel Brash, Rebecca Daniels
Publisher: CFPB - Consumer Financial Protection Bureau, Urban Institute
Content Type: Research
Format Type: Report
Tag: Families, Financial coaching, Low income, Moderate income, United States
Location: United States
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Family Centered Coaching: A toolkit to Transform Practice & Engage Families

The Family-Centered Coaching Toolkit offers a set of strategies, tools, and resources that can help programs, agencies, case managers, coaches, and others change the ways they work with families striving to reach their goals. This set of resources, can undo, and redo, how one approaches working...

Publication Date: June 1, 2017
Topic: Financial coaching & counselling, Financial well-being
Author: The Prosperity Agenda
Publisher: The Prosperity Agenda
Content Type: Tools
Format Type: Toolkit
Tag: Families, Financial coaching, Financial well-being, Low income, United States
Location: United States
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The Impact of Credit Counseling on Consumer Outcomes: Evidence from a National Demonstration Program

This study addresses these gaps in the literature through an evaluation of a nationwide credit counselling program called Sharpen Your Financial Focus, an initiative launched by the National Foundation for Credit Counseling (NFCC) in September of 2013.  The Sharpen initiative builds upon and...

Publication Date: December 31, 2016
Topic: Financial coaching & counselling, Research and evaluation
Author: Stephanie Moulton, Stephen Roll
Publisher: National Foundation of Credit Counselling
Content Type: Research
Format Type: Report
Tag: Consumer behaviour, Credit counselling, Debt, Debt collection, Debt management, United States
Location: United States
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Implementing Financial Coaching

A presentation on how financial coaching is different, client interaction and program evaluation and coaching as presented by Richard Simonds of Family Services of Greater...

Publication Date: May 1, 2018
Topic: Financial coaching & counselling
Author: Richard Simonds
Content Type: Miscellaneous
Format Type: Presentation
Tag: Financial coaching, United States
Location: United States
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An Evaluation of Financial Empowerment Centers Building People’s Financial Stability as a Public Service

This report provides information on the Financial Empowerment Center model, the people it served, the outcomes they achieved, the impact services had on nonprofit and city partners, and lessons learned for others looking to replicate or support this model. The evaluation was designed as a...

Publication Date: August 7, 2017
Topic: Financial coaching & counselling, Research and evaluation
Author: CFE - Cities for Financial Empowerment Fund
Publisher: CFE Fund - Cities for Financial Empowerment Fund
Content Type: Research
Format Type: Evaluation report
Tag: Best practices, Evaluation, Financial coaching, Financial counselling, Financial well-being, Service integration, Systems change, United States
Location: United States
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A Much Closer Look: Enhancing Savings Counseling at Financial Empowerment Centers

Building savings is a fundamental strategy for empowering individuals and families with low incomes. Even relatively small amounts of savings can serve as a buffer against inevitable financial shocks that can otherwise undermine social service efforts and successes – and short-term savings offer...

Publication Date: March 1, 2018
Topic: Asset building and saving, Financial coaching & counselling
Author: Katie Plat, Nicky Grist
Publisher: CFE Fund - Cities for Financial Empowerment Fund
Content Type: Programs
Format Type: Report
Tag: Asset building, Financial coaching, Financial counselling, Goal setting, Outcomes, Pilot program, Program development, Saving, United States, Urban
Location: Pennsylvania, United States
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MPower Money Coaching Program

This is the final report on the MPower Money Coaching Program. This program was a unique collaboration that brought together Prosper Canada, a national charity, Canada’s leading investment firms and investment industry associations, and the City of Toronto’s Employment and Social Services...

Publication Date: September 30, 2017
Topic: Financial coaching & counselling
Author: Prosper Canada
Content Type: Programs
Format Type: Report
Tag: Canada, Financial coaching, Low income, Program development
Location: Canada, Ontario
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Family-Centred Coaching Toolkit

This is a set of tools and resources developed by The Prosperity Agenda to implement a holistic vision of financial coaching for individuals and families. (Note: Accessing the toolkit requires submitting user...

Publication Date: February 1, 2018
Topic: Financial coaching & counselling
Author: The Prosperity Agenda
Publisher: The Prosperity Agenda
Content Type: Training/Toolkits
Format Type: Curriculum
Tag: Families, Financial coaching, Frontline, Toolkit, Training, United States
Location: United States
View >
Financial coaching insights

This webinar shares insights from three different financial coaching and counselling programs in Canada, discussing what these financial coaching programs look like, program successes, and program challenges. The speakers are: Sheri Fata, Manager of Education and Support Services at Thunder...

Publication Date: November 30, 2017
Topic: Financial coaching & counselling
Author: Prosper Canada
Publisher: Prosper Canada
Content Type: Prosper Canada Webinars
Format Type: Webinar
Tag: Budgeting, Canada, Financial coaching, Frontline, Goal setting, Program development
Location: British Columbia, Canada, Ontario
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Creating a More Inclusive and Accessible Financial Coaching Program: A Case Study Exploration of Strategies and Recommendations

This brief will provide a variety of insights and recommendations for creating more equitable opportunities and inclusive programs based on the first-hand experiences of organizations across the nation. Learning how organizations recognize the challenges that various communities or populations face...

Publication Date: March 31, 2017
Topic: Financial coaching & counselling
Author: Hallie Lienhardt, Sara Nowakowski
Publisher: CFS - Center for Financial Security, University of Wisconsin
Content Type: Research
Format Type: Brief
Tag: Case studies, Financial coaching, Frontline, Program development, United States
Location: United States
View >
Managing Debt & Setting Goals for the Future

Many service providers work with clients who are financially unstable. Financial instability can vary depending on the person, but common characteristics include having limited or unpredictable income, being behind on rent, not having enough money for food and other basics, and having...

Publication Date: February 16, 2017
Topic: Credit & Debt, Financial coaching & counselling, Financial literacy
Author: Prosperity Now (formerly CFED)
Publisher: Prosperity Now (formerly CFED)
Content Type: Tools
Format Type: Guide
Tag: Budgeting, Debt, Debt management, Financial behaviour, Financial coaching, Financial literacy, Frontline, Goal setting, Legal issues, United States
Location: United States
View >
Increasing Income & Managing Expenses

Many service providers work with clients who are financially unstable. Financial instability can vary depending on the person, but common characteristics include having limited or unpredictable income, being behind on rent, not having enough money for food and other basics, and having...

Publication Date: December 31, 2017
Topic: Financial coaching & counselling, Financial literacy
Author: Prosperity Now (formerly CFED)
Publisher: Prosperity Now (formerly CFED)
Content Type: Tools
Format Type: Guide
Tag: Budgeting, Financial coaching, Financial literacy, Frontline, United States
Location: United States
View >
Financial Coaching: Review of Existing Research

This brief summarizes research into the theories underlying financial coaching and the effects of financial coaching on participant behaviors and outcomes. In practice, financial coaching remains an unregulated field, and individuals and organizations use the term “financial coaching” to refer...

Publication Date: October 31, 2015
Topic: Financial coaching & counselling
Author: Center for Financial Security
Publisher: CFS - Center for Financial Security, University of Wisconsin
Content Type: Research
Format Type: Brief
Tag: Budgeting, Credit, Debt, Financial coaching, Financial counselling, Financial well-being, Goal setting, Research, Saving, Service integration, Theory of change, United States
Location: United States
View >
Moving to Financial Capability Through Financial Coaching

This is a presentation by J. Michael Collins explaining why financial coaching is a more effective intervention to achieve financial capability, compared to financial literacy. He explains the role of counseling, a definition of financial coaching, the role of the coach, and coaching as a form of...

Publication Date: November 21, 2016
Topic: Financial coaching & counselling
Author: J. Michael Collins
Publisher: CFS - Center for Financial Security, University of Wisconsin
Content Type: Miscellaneous
Format Type: Presentation
Tag: Financial behaviour, Financial coaching, Financial counselling, Framework, Goal setting, Outcomes, Theory of change, United States
Location: United States
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Financial coaching – A strategy to improve financial well-being. Research Brief.

Recognizing the potential of financial coaching to improve the well-being of consumers, the Consumer Financial Protection Bureau (CFPB) commissioned a rigorous study on the impact of financial coaching programs.1 Using a randomized controlled trial design, this study allows, for the first time, a...

Publication Date: October 31, 2016
Topic: Financial coaching & counselling, Research and evaluation
Author: CFPB - Consumer Financial Protection Bureau
Publisher: CFPB - Consumer Financial Protection Bureau
Content Type: Research
Format Type: Brief
Tag: Credit, Debt, Evaluation, Financial coaching, Financial counselling, Financial well-being, Frontline, Goal setting, Impact evidence, Outcomes, Randomized control trial, Research, Theory of change, United States
Location: United States
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Implementing financial coaching: Implications for practitioners. Practitioner Brief

This brief discusses the process and results of the Financial Coaching Impact Study to help financial coaches and other financial educators seeking to integrate these techniques into their work. The study showed that coaching is a flexible approach that can work for many types of clients with a...

Publication Date: October 31, 2016
Topic: Financial coaching & counselling
Author: CFPB - Consumer Financial Protection Bureau
Publisher: CFPB - Consumer Financial Protection Bureau
Content Type: Research
Format Type: Brief
Tag: Credit, Debt, Evaluation, Financial coaching, Financial counselling, Financial well-being, Frontline, Goal setting, Research, United States
Location: United States
View >
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