Skip to main content

Financial Coaching: Advancing the field to better serve consumers

Recognizing the expansion of the financial coaching field, the CFPB convened the 2017 Financial Coaching Symposium in April to advance the conversation and ensure the continued development of accessible, high-quality financial coaching services that help people reach their financial goals. The report "Financial Coaching: Advancing the field to better serve consumers" provides an overview of the symposium, including lessons learned and next steps for the field to consider. 

Full report

Read the full report