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Resource Directory

Financial Education, Counseling and Coaching

The resources listed below fall under the issue areas of Financial Education, Counseling and Coaching. To view more publications, click here to return to the full list of issue areas in the Resource Directory.

Paving the Way CFED
A Roadmap for Organizations Partnering to…
 
What's Next for Debt Collection and the CFPB Webinar Slides CFED
CFED hosted a webinar on December 8th on how the CFPB is working on regulating the debt collection industry.
 
What's Next for Debt Collection and the CFPB Webinar Recording CFED
CFED hosted a webinar on December 8th on how the CFPB is working on regulating the debt collection industry.
 
Exploring Facilitated Self Assistance and Virtual VITA (Recording) CFED
CFED hosted a webinar exploring both Facilitated Self Assistance (FSA) and Virtual VITA with leading experts.
 
Exploring Facilitated Self Assistance and Virtual VITA (Slides) CFED
CFED hosted a webinar exploring both Facilitated Self Assistance (FSA) and Virtual VITA with leading experts.
 
How #FinTech for Good Can Create Financial Health (Slides) CFED
CFED in co-sponsorship with JPMorgan Chase and CSFI hosted a webinar on #FinTech For Good and its capability to create financial health.
 
How #FinTech for Good Can Create Financial Health (Recording) CFED
CFED in co-sponsorship with JPMorgan Chase and CSFI hosted a webinar on #FinTech For Good and its capability to create financial health.
 
Listening & Learning Series: Financial Coaching & Counseling Webinar #2 (Recording) CFED
Recording from the webinar, "Listening & Learning Series: Financial Coaching & Counseling Webinar #2."
 
Listening & Learning Series: Financial Coaching & Counseling Webinar #2 (Slides) CFED
Slides from the webinar, "Listening & Learning Series: Financial Coaching & Counseling Webinar #2."
 
Listening & Learning Series: Exploring Financial Capability & Access for Entrepreneurs Webinar Series #5 (Slides) CFED
Slides from the webinar, "Listening & Learning Series: Exploring Financial Capability & Access for Entrepreneurs Webinar Series #5."
 
Listening & Learning Series: Exploring Financial Capability & Access for Entrepreneurs Webinar Series #5 (Recording) CFED
Recording from the webinar, "Listening & Learning Series: Exploring Financial Capability & Access for Entrepreneurs Webinar Series #5."
 
Listening & Learning Series: Exploring Financial Capability & Access for Entrepreneurs Webinar Series #4 (Slides) CFED
Slides from the webinar, "Listening & Learning Series: Exploring Financial Capability & Access for Entrepreneurs Webinar Series #4."
 
Listening & Learning Series: Exploring Financial Capability & Access for Entrepreneurs Webinar Series #4 (Recording) CFED
Audio recording from the webinar, "Listening & Learning Series: Exploring Financial Capability & Access for Entrepreneurs Webinar Series #4."
 
Listening and Learning Series: Financial Coaching & Counseling (Call #1: Lead by Design: Deepen Understanding of Program Design & Models to Better Meet People Where They Are) (Slides) Assets & Opportunity Network
Program design is essential for success. We’ll explore a number of program design elements, including assessing organizational capacity, choosing a stand-alone or service integration approach, reaching out to community partners and…
 
Listening and Learning Series: Financial Coaching & Counseling (Call #1: Lead by Design: Deepen Understanding of Program Design & Models to Better Meet People Where They Are) (Recording) Assets & Opportunity Network
Program design is essential for success. We’ll explore a number of program design elements, including assessing organizational capacity, choosing a stand-alone or service integration approach, reaching out to community partners and…
 
Imparting Early Lessons about Personal Finance CFED

Emerging research indicates that, as with so many life lessons, parents are often the first source of children’s lessons about money — especially when the children are in elementary school (approximately 6-11 years old). During this…
 

Integrating Financial Capability Learning Series Call Call #3: Building the Team (Slides) CFED
Work through the tools in Section 2 to think about how you can build your team of financial capability service providers. Learn about tips and insights from other organizations that have used these tools to assess internal and external…
 
Integrating Financial Capability Learning Series Call #2: Envisioning Your Clients' Financial Capability (Recording) CFED
Facilitators will walk you through tools in Section 1 of the Planning Guide, which help you identify whom you are serving (i.e., the demographic and financial characteristics of your target program clients), why financial capability matters…
 
Asset Building Strategy: Financial Education, Counseling & Access Assets & Opportunity Network
As part of the JP Morgan Chase Technical Assistance Fund, Network staff in partnership with the Minnesota Asset Building Coalition, a Network Lead Organization, produced seven asset-building strategy documents. You can download the documents…
 
The Nuts & Bolts of a Financial Coaching Program Ann Lyn Hall and Peggy Garcia-Marquez
Financial coaching is a promising strategy for helping low- and moderate-income individuals build financial capability. During this one-hour webinar, Ann Lyn Hall and Peggy Garcia Marquez of Central New Mexico Community College (CNMCC)…
 

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