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


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
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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