Financial Coaching Resources
RAISE Texas is working with its Financial Coaching Committee to expand financial coaching services throughout Texas by providing regional trainings, local huddles, resources, information and events that will help organizations integrate financial coaching into their existing financial capability activities.
Texas Statewide Financial Coaching Hub Information
Have you heard about the Texas Statewide Financial Coaching Hub? If not, click here.
RAISE Texas' Definition of Financial Coaching
RAISE Texas wants to support the growth of financial coaching to reach every part of the state. To further this effort, we decided to take a comprehensive approach by defining financial coaching and providing groups with a common set of standards/core competencies to ensure high quality, successful programs throughout Texas. RAISE Texas Definition of Financial Coaching
Tools for Measuring Standardized Client Outcomes
RAISE Texas Financial Coaching Webinars
- "The Exciting Role of Financial Coaching in Texas Now and in the Future"
RAISE Texas Presentation
Presentation by national expert, Ann Lyn Hall(CNM Connect)
RAISE Texas Statewide Financial Coaching Survey Summary
- "Integrating Financial Coaching Into Your Organization's Financial Capability Services"
Presentation by national expert, Saundra Davis (Sage Financial Solutions)
Presentation by local expert, Richard Simonds
- "How does Financial Counseling intersect with Financial Coaching to provide a comprehensive approach of services within the Financial Capability Field?"
Presentation by Rebecca Wiggins (AFCPE)
- "What you need to know about the Texas State Securities Board's New Rule Allowing Financial Coaches and Counselors to better assist their clients!"
Presentation by Robert Elder