Field Testing Outcome Measures for Community-based Financial Coaching and Capability Programs
This document serves as a starting place for a discussion about outcomes measurement standards for the financial coaching field. Ideally, the recommendations from this project can be applied to financial capability interventions broadly, increasing our collective understanding of how, and...
A Research Report
This study presents a numerical scoring system to provide respondents with a transparent and easy to interpret method for differentiating low, moderate and high levels of personal financial literacy.
The Practitioners’ Overview of “An Evaluation of the Impacts and Implementation Approaches of Financial Coaching Programs
One critical reason why this Study was initiated is that although there is a perceived value to financial education and coaching, there was scarce empirical evidence indicating which strategies are effective. We wanted to fill that gap, understand better the populations we serve, and see...
When providers measure the financial health of their customers, they can truly engage with their customers’ struggles and dreams. They can see which customer segments have difficulty saving for retirement and which have trouble building a stable credit score.
A guide to using the CFPB Financial Well-Being Scale
This guide describes the research behind the Canadian Financial Protection Bureau's Financial Well-Being Scale and provides detailed steps for using it, including how to score individuals’ responses and compare their scores to measure their financial well-being..