Optimizing Financial Education Utilization

Title

Financial Coaching Census 2015: Insights from the Financial Coaching Field

Document Type

Issue/Research Brief/Blog

Publication Date

1-2015

Keywords

financial-coaching, goal-setting, money-management, security

Abstract

Financial coaching has gained recognition as a strategy that can improve financial capability and security. Financial coaching is an application of coaching techniques designed to develop an individual’s capability to manage their finances in accordance with their self defined goals. Over the past decade, financial coaching has moved from concept to reality. Yet within this advancing field of practice, many questions remain. What is the current size of the field? How is financial coaching being implemented? How do organizations, coaches, and funders measure success? And what is needed to support more effective implementation?

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