Financial Education Delivery

Title

Financial Counselor versus Financial Coach

Document Type

Issue/Research Brief/Blog

Publication Date

12-2014

Keywords

financial-counselor, financial-coach, motivation

Abstract

The latest buzz in the financial world is the concept of a financial coach. This is an emerging field which has yet to prove itself in academic rigor and outcomes-based research. With the news around financial coaching, the question remains: what is the difference between financial counseling and coaching anyway? Well, it seems the answer is as unique as the individuals who provide the services, but there are a few characteristics that are distinct. This article is intended to help set out the definitions of each practice along with the similarities and differences between the two.

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