Bridging the Gap: Building a Community of Financial Well-being

2018 AFCPE® Research and Training Symposium

AFCPE Pre-Symposium: Monday, November 12 - Wednesday, November 14
AFCPE Symposium: Wednesday, November 14 - Friday, November 16
Schedule Subject to Change

Title: Foundational Knowledge For Evidence-Based Financial Coaching
Wednesday, November 15th, 2017
This paper provides a brief overview of theoretical model and its application in financial coaching. The theories and methods described in this poster include: (a) the Humanistic Approach, (b) Goal Setting Theory, (c) the Transtheoretical Model of Behavior Change, (d) Motivational Interviewing, and (e) Solution-Focused Coaching.
Session Slides: 122181-2-47068.pptx
Session Handouts: 122181-2-47069.docx 

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