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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

  • "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